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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
KWS
326
Keystone Wealth Services
California
$252K +$19K +450 +8%
CSIA
327
Charles Schwab Investment Advisory
California
$249K -$33.3K -788 -11%
NL
328
NWAM LLC
Washington
$245K -$36.1K -853 -12%
Lazard Asset Management
329
Lazard Asset Management
New York
$243K
EWA
330
Evolution Wealth Advisors
Florida
$241K
RG
331
Retirement Group
California
$238K +$1.86K +44 +0.8%
MC
332
Moors & Cabot
Massachusetts
$234K -$888 -21 -0.4%
PWM
333
Perigon Wealth Management
California
$231K +$3.13K +74 +1%
TF
334
Trek Financial
Arizona
$228K +$238K +5,634 New
OWM
335
OneAscent Wealth Management
Alabama
$226K -$11.8K -280 -5%
BCI
336
Brinker Capital Investments
Pennsylvania
$225K -$16K -379 -6%
SPIA
337
Steward Partners Investment Advisory
New York
$223K +$1.4K +33 +0.6%
HGWM
338
Horst & Graben Wealth Management
Oregon
$223K +$233K +5,500 New
Bank of Nova Scotia
339
Bank of Nova Scotia
Ontario, Canada
$221K
PBO
340
Peoples Bank (Ohio)
Ohio
$221K
DE
341
Day & Ennis
Georgia
$220K +$229K +5,418 New
AWM
342
Alterna Wealth Management
Texas
$219K +$228K +5,402 New
CCM
343
Crabel Capital Management
California
$218K -$2M -47,310 -90%
UMC
344
United Maritime Capital
New York
$218K -$42.3K -1,000 -16%
FWA
345
FOCUS Wealth Advisors
Texas
$218K
IGWM
346
ICA Group Wealth Management
Colorado
$218K +$220K +5,201 New
EWMCB
347
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$216K
CCA
348
Clearwater Capital Advisors
Illinois
$214K -$12.4K -293 -5%
NCM
349
Next Capital Management
New York
$213K +$19.7K +465 +10%
RA
350
RFG Advisory
Alabama
$211K -$105K -2,487 -33%

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.