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iShares 0-5 Year High Yield Corporate Bond ETF

413 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

50% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 128

5% more capital invested

Capital invested by funds: $3.12B → $3.29B (+$163M)

3% more funds holding

Funds holding: 401413 (+12)

0.34% more ownership

Funds ownership: 59.1%59.44% (+0.34%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
413
Holders Change
+12
Holders Change %
+2.99%
% of All Funds
7.23%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
47
Increased
192
Reduced
128
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
301
Cedar Brook Financial Partners
Ohio
$316K -$70.3K -1,537 -18%
CFAM
302
Center For Asset Management
Florida
$316K +$2.75K +60 +0.9%
DI
303
Disciplined Investments
Oklahoma
$306K +$3.2K +70 +1%
Wealth Enhancement Advisory Services
304
Wealth Enhancement Advisory Services
Minnesota
$303K +$274 +6 +0.1%
IDA
305
Intelligence Driven Advisers
California
$301K -$42.2K -923 -12%
XF
306
XML Financial
Maryland
$301K +$3.38K +74 +1%
CCIA
307
Cherry Creek Investment Advisors
Colorado
$301K +$33.4K +729 +12%
SCM
308
SCS Capital Management
Massachusetts
$297K -$155K -3,387 -34%
CSIA
309
Charles Schwab Investment Advisory
California
$294K -$6.08K -133 -2%
WI
310
WrapManager Inc
California
$294K +$294K +6,423 New
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$283K +$207K +4,534 +271%
NL
312
NWAM LLC
Washington
$277K +$5.54K +121 +2%
MYIA
313
Mount Yale Investment Advisors
Colorado
$277K +$31.7K +692 +13%
VA
314
Valmark Advisers
Ohio
$271K +$56.3K +1,231 +26%
HWMA
315
Heritage Wealth Management (Arizona)
Arizona
$270K -$165K -3,600 -38%
DE
316
Day & Ennis
Georgia
$269K +$14.1K +309 +6%
WP
317
WealthShield Partners
North Carolina
$264K +$265K +5,787 New
DI
318
DFPG Investments
Utah
$260K +$261K +5,696 New
PBO
319
Peoples Bank (Ohio)
Ohio
$259K +$259K +5,665 New
CAS
320
Cascadia Advisory Services
Oregon
$258K -$58.9K -1,287 -19%
SW
321
SteelPeak Wealth
California
$256K -$3.25K -71 -1%
EGA
322
Eagle Global Advisors
Texas
$255K -$43.2K -945 -14%
Bank of Nova Scotia
323
Bank of Nova Scotia
Ontario, Canada
$250K +$250K +5,470 New
TA
324
TrueWealth Advisors
Alabama
$246K -$8.23K -180 -3%
FWA
325
FOCUS Wealth Advisors
Texas
$246K

SHYG Hedge Fund Activity: Q3 2021 in Review

413 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2021, worth a combined $3.29B — up 5.2% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SHYG positions and 27 closed out — a net gain of 20 holders — while 192 added to existing stakes and 128 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $93.2M. The largest seller was Meeder Asset Management, cutting an estimated $62.8M.

  • 413 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2021, up from 401 in Q2 2021.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 47 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2021 and 27 closed out, a net change of +20 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $93.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2021 was Meeder Asset Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2021.