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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
JCM
326
Jacobi Capital Management
Pennsylvania
$62K -$634 -15 -1%
FWM
327
FSA Wealth Management
Massachusetts
$59K -$9.76K -231 -14%
LWA
328
Lowe Wealth Advisors
Maryland
$58K +$4.22K +100 +8%
AAP
329
Arax Advisory Partners
Colorado
$53K
ACA
330
Aptus Capital Advisors
Alabama
$51K -$15.8K -373 -24%
RBC
331
Roble Belko & Company
Pennsylvania
$46K
CL
332
Cabana LLC
Arkansas
$46K +$44.9K +1,062 New
SF
333
Synovus Financial
Georgia
$45K -$1.36M -32,109 -97%
APWA
334
Atlas Private Wealth Advisors
New Jersey
$43K +$42.2K +1,000 New
WR
335
Watson Rebecca
$43K +$42.8K +1,012 New
VFA
336
Valeo Financial Advisors
Indiana
$42K
RE
337
RBC Europe
United Kingdom
$35K
FANJ
338
Financial Architects (New Jersey)
New Jersey
$30K
ETI
339
Enterprise Trust & Investment
California
$27K
FRA
340
Front Row Advisors
California
$27K
GEA
341
Glen Eagle Advisors
New Jersey
$25.4K +$2.96K +70 +13%
SCA
342
Stonebridge Capital Advisors
Minnesota
$24K
SBL
343
Sargent Bickham Lagudis
Colorado
$15K -$15.5K -366 -51%
BCA
344
Berman Capital Advisors
Georgia
$14K +$14.3K +338 New
BBA
345
Braun-Bostich & Associates
Pennsylvania
$13K
LFG
346
Larson Financial Group
Missouri
$13K
HIA
347
Harbor Investment Advisory
Maryland
$13K +$10.2K +241 +402%
MRCM
348
M&R Capital Management
New Jersey
$12K
SIM
349
Sonora Investment Management
Arizona
$12K +$11.7K +277 New
RIM
350
Rockbridge Investment Management
New York
$11K +$11.1K +262 New

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.