We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

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: 2930 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457450 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
326
Money Concepts Capital
Florida
$289K +$250K +5,653 +620%
SS
327
Sunbelt Securities
Texas
$287K -$4.47K -101 -2%
UMC
328
United Maritime Capital
New York
$281K -$576K -13,000 -67%
ACP
329
Aveo Capital Partners
Colorado
$277K +$279K +6,309 New
FSA
330
Fort Sheridan Advisors
Illinois
$275K -$384K -8,668 -58%
CA
331
Cetera Advisors
Colorado
$274K -$3.59M -81,035 -93%
OPWM
332
Oxinas Partners Wealth Management
Indiana
$269K -$24.8K -559 -8%
VFP
333
Verus Financial Partners
Virginia
$267K +$274K +6,178 New
SPI
334
Sutton Place Investors
New York
$264K +$22.1K +500 +9%
Lazard Asset Management
335
Lazard Asset Management
New York
$263K
EWA
336
Evolution Wealth Advisors
Florida
$261K -$176K -3,973 -40%
BCI
337
Brinker Capital Investments
Pennsylvania
$260K -$36.8K -831 -12%
MWC
338
MBM Wealth Consultants
Missouri
$259K -$70.1K -1,583 -21%
OWM
339
OneAscent Wealth Management
Alabama
$258K +$259K +5,858 New
RG
340
Retirement Group
California
$256K -$52.4K -1,183 -17%
MC
341
Moors & Cabot
Massachusetts
$255K +$20.3K +459 +9%
MAS
342
Madden Advisory Services
Florida
$254K +$12.6K +285 +5%
KWS
343
Keystone Wealth Services
California
$253K -$9.21K -208 -3%
OPS
344
Orion Portfolio Solutions
Nebraska
$251K -$3.17M -71,592 -93%
WA
345
Waddell & Associates
Tennessee
$250K
PWM
346
Perigon Wealth Management
California
$247K +$249K +5,614 New
CCA
347
Clearwater Capital Advisors
Illinois
$245K -$54.3M -1,225,307 -100%
TA
348
TrueWealth Advisors
Alabama
$244K
SPIA
349
Steward Partners Investment Advisory
New York
$240K -$8.15K -184 -3%
Bank of Nova Scotia
350
Bank of Nova Scotia
Ontario, Canada
$240K

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.