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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
EI
351
Ellevest Inc
New York
$10K +$3.51K +83 +56%
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$10K +$9.67K +229 New
KFS
353
Kelly Financial Services
Massachusetts
$8.75K +$8.62K +204 New
LS
354
Leelyn Smith
Illinois
$8K +$8.32K +197 New
OIA
355
Optimum Investment Advisors
Illinois
$7K +$84 +2 +1%
DOA
356
D'Orazio & Associates
Virginia
$6K
MIFH
357
Migdal Insurance & Financial Holdings
Israel
$6K
AWA
358
Arkadios Wealth Advisors
Georgia
$5.97K +$253 +6 +5%
GWMIA
359
Global Wealth Management Investment Advisory
Florida
$5K
PWM
360
Provident Wealth Management
Tennessee
$4K -$530K -12,539 -99%
CAAS
361
Capital Asset Advisory Services
Michigan
$4K -$7.18K -170 -64%
TFGT
362
TS Financial Group (TSFG)
Illinois
$3K
VNA
363
Valley National Advisers
Pennsylvania
$3K
AIC
364
Archer Investment Corporation
Indiana
$1.46K +$1.44K +34 New
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$1K -$49.5K -1,172 -98%
BWM
366
Baystate Wealth Management
Massachusetts
$1K +$591 +14 New
RFA
367
Reilly Financial Advisors
California
$1K +$634 +15 New
Bank of Nova Scotia
368
Bank of Nova Scotia
Ontario, Canada
-$9.66M -236,286 Closed
RWP
369
RWA Wealth Partners
Massachusetts
-$7.18M -175,661 Closed
WI
370
WrapManager Inc
California
-$3.35M -82,041 Closed
MIAN
371
Mariner Independent Advisor Network
Kansas
-$2.93M -73,368 Closed
6M
372
6 Meridian
Kansas
-$2.88M -70,546 Closed
FGAM
373
Financial Gravity Asset Management
Texas
-$1.5K -36,722 Closed
WI
374
Wintrust Investments
Illinois
-$1.17M -28,632 Closed
SHWM
375
Smith & Howard Wealth Management
Georgia
-$863K -21,105 Closed

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.