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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
DIA
326
Davidson Investment Advisors
Montana
$244K -$44.1K -964 -15%
EWMCB
327
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$243K -$125K -2,731 -34%
MAS
328
Madden Advisory Services
Florida
$238K +$21.1K +462 +10%
ACA
329
Ackerman Capital Advisors
Texas
$233K +$233K +5,103 New
Principal Financial Group
330
Principal Financial Group
Iowa
$229K -$70.1K -1,533 -23%
QFA
331
Quattro Financial Advisors
Texas
$223K -$237K -5,181 -51%
NCM
332
Next Capital Management
New York
$219K +$219K +4,794 New
PFA
333
Pettinga Financial Advisors
Indiana
$218K -$30.9K -676 -12%
LFAS
334
Level Four Advisory Services
Texas
$214K
QC
335
QCM Cayman
Texas
$214K +$214K +4,676 New
LAS
336
Lloyd Advisory Services
Georgia
$211K -$24.3K -532 -10%
BFA
337
Beacon Financial Advisory
Ohio
$210K +$211K +4,606 New
MWM
338
Meridian Wealth Management
Kentucky
$205K +$205K +4,475 New
CIAS
339
Capital Investment Advisory Services
North Carolina
$204K
AP
340
Advisor Partners
California
$202K +$203K +4,428 New
CWM
341
Cedar Wealth Management
California
$162K
Fidelity Investments
342
Fidelity Investments
Massachusetts
$161K +$20.4K +446 +15%
AF
343
Advisornet Financial
Minnesota
$159K +$25.4K +555 +19%
PFGIA
344
Patriot Financial Group Insurance Agency
Massachusetts
$149K +$54.9K +1,201 +58%
FHA
345
First Horizon Advisors
Tennessee
$145K -$5.35K -117 -4%
AWM
346
Avior Wealth Management
Nebraska
$133K
TAM
347
Tucker Asset Management
Colorado
$121K
AI
348
AdvisorShares Investments
Maryland
$109K -$264K -5,760 -71%
PA
349
Parallel Advisors
California
$109K -$13.7K -300 -11%
RCC
350
Red Cedar Capital
Nebraska
$105K

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.