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iShares 0-5 Year High Yield Corporate Bond ETF

457 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

2% more funds holding

Funds holding: 450457 (+7)

1.24% more ownership

Funds ownership: 67.64%68.88% (+1.2%)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 180

95% less capital invested

Capital invested by funds: $63B → $3.29B (-$59.7B)

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.7%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.56%
New
72
Increased
151
Reduced
180
Closed
59
Calls
$500K
Puts
Net Calls
+$500K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
301
Westwood Holdings Group
Texas
$341K +$5.67K +134 +2%
BCM
302
Brookstone Capital Management
Illinois
$333K +$344K +8,135 New
EFL
303
ERn Financial LLC
Wisconsin
$331K -$1.86K -44 -0.5%
MYIA
304
Mount Yale Investment Advisors
Colorado
$324K +$110K +2,602 +48%
SC
305
Saiph Capital
New Jersey
$324K -$41.5K -982 -11%
CBFP
306
Cedar Brook Financial Partners
Ohio
$322K +$18.6K +439 +6%
ACA
307
Ackerman Capital Advisors
Texas
$317K -$19.4K -459 -6%
CCM
308
Coldstream Capital Management
Washington
$317K +$331K +7,818 New
SB
309
Strategic Blueprint
Georgia
$315K -$506K -11,959 -61%
MA
310
Mutual Advisors
Nebraska
$308K +$11.5K +273 +4%
WP
311
WealthShield Partners
North Carolina
$305K +$92.3K +2,181 +41%
TF
312
TimeScale Financial
Massachusetts
$297K -$254 -6 -0.1%
HPC
313
Hobart Private Capital
North Carolina
$296K +$308K +7,288 New
SAM
314
SignalPoint Asset Management
Missouri
$295K -$9.35K -221 -3%
WANY
315
Wealthspire Advisors (New York)
New York
$294K +$306K +7,239 New
WA
316
Waddell & Associates
Tennessee
$286K +$57.7K +1,365 +24%
SAS
317
Stelac Advisory Services
New York
$284K
SF
318
Synovus Financial
Georgia
$282K -$592 -14 -0.2%
SPI
319
Sutton Place Investors
New York
$280K +$31.6K +747 +12%
Wealth Enhancement Advisory Services
320
Wealth Enhancement Advisory Services
Minnesota
$275K -$2.2K -52 -0.8%
CB
321
Commerce Bank
Missouri
$269K
CFAM
322
Center For Asset Management
Florida
$267K -$431K -10,180 -61%
FSA
323
Fort Sheridan Advisors
Illinois
$259K +$6.22K +147 +2%
DIA
324
Davidson Investment Advisors
Montana
$258K -$29.7K -703 -10%
WWM
325
Windsor Wealth Management
Indiana
$256K +$268K +6,328 New

SHYG Hedge Fund Activity: Q2 2022 in Review

457 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2022, worth a combined $3.29B — down 95% from $63B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SHYG positions and 59 closed out — a net gain of 13 holders — while 151 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $193M. The largest seller was Invesco, exiting entirely with an estimated $83.5M sold.

  • 457 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2022, up from 450 in Q1 2022.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 72 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2022 and 59 closed out, a net change of +13 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $193M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2022 was Invesco, an estimated $83.5M sold.

Based on aggregated 13F filings for Q2 2022.