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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

450 hedge funds and large institutions have $63B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 156 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,788% more capital invested

Capital invested by funds: $3.34B → $63B (+$59.7B)

13% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 156

6.56% more ownership

Funds ownership: 61.08% → 67.64% (+6.6%)

3% more funds holding in top 10

Funds holding in top 10: 29 → 30 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457 → 450 (-7)

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.1%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.47%
New
61
Increased
176
Reduced
156
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$92.4M
2
Bank of America
Bank of America
North Carolina
+$78.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78.3M
4
Truist Financial
Truist Financial
North Carolina
+$64.1M
5
RJA
Raymond James & Associates
Florida
+$47.7M

Top Sellers

1
CPSAC
Chas P. Smith & Associates (CPS)
Florida
-$68.3M
2
CCA
Clearwater Capital Advisors
Illinois
-$54.3M
3
AC
Allstate Corporation
Illinois
-$43.4M
4
DF
Donoghue Forlines
Massachusetts
-$41.5M
5
GI
Gradient Investments
Minnesota
-$40.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
301
Aries Wealth Management
Maine
$372K +$375K +8,465 New
OFG
302
Omega Financial Group
California
$372K +$375K +8,465 New
LF
303
Lee Financial
Texas
$365K -$32K -722 -8%
WHG
304
Westwood Holdings Group
Texas
$364K -$4.21K -95 -1%
ACA
305
Ackerman Capital Advisors
Texas
$364K +$40.1K +906 +12%
EFL
306
ERn Financial LLC
Wisconsin
$361K -$37.8K -854 -9%
EWM
307
Endowment Wealth Management
Wisconsin
$357K +$88.1K +1,989 +32%
FCA
308
FinTrust Capital Advisors
South Carolina
$347K – – –
SIA
309
Strategic Investment Advisors
Michigan
$346K -$23.7K -535 -6%
KL
310
KilterHowling LLC
Colorado
$340K +$78.6K +1,775 +30%
CBFP
311
Cedar Brook Financial Partners
Ohio
$330K -$10.2K -230 -3%
SAM
312
SignalPoint Asset Management
Missouri
$330K -$6.29K -142 -2%
MIH
313
Meitav Investment House
Israel
$330K +$25.3K +572 +8%
RA
314
RFG Advisory
Alabama
$328K +$8.46K +191 +3%
MA
315
Mutual Advisors
Nebraska
$322K -$230K -5,189 -41%
TF
316
TimeScale Financial
Massachusetts
$322K – – –
DIA
317
Davidson Investment Advisors
Montana
$310K -$2.97K -67 -0.9%
SAS
318
Stelac Advisory Services
New York
$308K -$24.2K -546 -7%
SF
319
Synovus Financial
Georgia
$306K +$80.1K +1,808 +35%
LC
320
Legacy CG
Texas
$306K +$308K +6,951 New
CSIA
321
Charles Schwab Investment Advisory
California
$305K +$33.6K +759 +12%
NL
322
NWAM LLC
Washington
$303K -$18.4K -415 -6%
GI
323
Gradient Investments
Minnesota
$302K -$40.7M -918,239 -99%
Wealth Enhancement Advisory Services
324
Wealth Enhancement Advisory Services
Minnesota
$298K +$221 +5 +0.1%
CB
325
Commerce Bank
Missouri
$291K – – –
11 12
13
14 15

SHYG Hedge Fund Activity: Q1 2022 in Review

450 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2022, worth a combined $63B — up 1,788% from $3.34B a quarter earlier.

Fund positioning in SHYG was balanced in Q1 2022: 61 funds opened new positions, 61 closed out, 176 added to existing stakes and 156 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $92.4M. The largest seller was Chas P. Smith & Associates (CPS), exiting entirely with an estimated $68.3M sold.

  • 450 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2022, down from 457 in Q4 2021.
  • Funds reported $63B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2022, up 1,788% quarter-over-quarter.
  • 61 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2022 and 61 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2022 was Janney Montgomery Scott, an estimated $92.4M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2022 was Chas P. Smith & Associates (CPS), an estimated $68.3M sold.

Based on aggregated 13F filings for Q1 2022.