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iShares 0-5 Year High Yield Corporate Bond ETF

369 hedge funds and large institutions have $3.09B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 176 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 82

85% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 40

31% more capital invested

Capital invested by funds: $2.36B → $3.09B (+$724M)

9% more funds holding

Funds holding: 337369 (+32)

1.59% more ownership

Funds ownership: 70.28%71.88% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
369
Holders Change
+32
Holders Change %
+9.5%
% of All Funds
7.56%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
74
Increased
176
Reduced
82
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
301
MA Private Wealth
California
$208K +$205K +4,860 New
Citigroup
302
Citigroup
New York
$196K +$90.6K +2,145 +89%
PA
303
Parallel Advisors
California
$193K -$591 -14 -0.3%
SAS
304
Stelac Advisory Services
New York
$188K
MHR
305
Matthew Hamilton Rosenberg
$179K +$177K +4,182 New
William Blair & Company
306
William Blair & Company
Illinois
$179K +$177K +4,185 New
CIAS
307
Capital Investment Advisory Services
North Carolina
$175K -$75.1K -1,778 -30%
CWM
308
Cedar Wealth Management
California
$172K -$25.5K -604 -13%
US Bancorp
309
US Bancorp
Minnesota
$167K -$4.31K -102 -3%
FHA
310
First Horizon Advisors
Tennessee
$163K -$4.61K -109 -3%
DI
311
Disciplined Investments
Oklahoma
$154K +$8.15K +193 +6%
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$140K +$114K +2,687 +459%
APA
313
American Portfolios Advisors
New York
$138K -$196K -4,651 -59%
APC
314
Aspire Private Capital
North Carolina
$138K -$10.8K -255 -7%
EP
315
Eudaimonia Partners
Tennessee
$120K +$49.1K +1,162 +71%
MAM
316
Meeder Asset Management
Ohio
$119K +$117K +2,780 New
AWM
317
Avior Wealth Management
Nebraska
$103K +$12.3K +292 +14%
LWM
318
Lenox Wealth Management
Ohio
$100K -$8.03K -190 -8%
DSC
319
Duncker Streett & Co
Missouri
$99K +$211 +5 +0.2%
RCC
320
Red Cedar Capital
Nebraska
$98K +$1.35K +32 +1%
BAMG
321
Brand Asset Management Group
Missouri
$91K +$9.51K +225 +12%
MA
322
MCF Advisors
Kentucky
$88K -$333K -7,872 -79%
AIA
323
Armor Investment Advisors
North Carolina
$86K
AIM
324
Anchor Investment Management
South Carolina
$84.9K -$2.28K -54 -3%
FHA
325
Flagship Harbor Advisors
Massachusetts
$64K +$44.1K +1,044 +228%

SHYG Hedge Fund Activity: Q2 2020 in Review

369 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2020, worth a combined $3.09B — up 31% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SHYG positions and 40 closed out — a net gain of 34 holders — while 176 added to existing stakes and 82 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $113M. The largest seller was Osaic Holdings, cutting an estimated $200M.

  • 369 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2020, up from 337 in Q1 2020.
  • Funds reported $3.09B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2020, up 31% quarter-over-quarter.
  • 74 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2020 and 40 closed out, a net change of +34 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $113M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2020.