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iShares 0-5 Year High Yield Corporate Bond ETF

441 hedge funds and large institutions have $4.09B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 216 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 29

143% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 89

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

16% more funds holding

Funds holding: 380441 (+61)

11% more capital invested

Capital invested by funds: $3.68B → $4.09B (+$419M)

3.91% less ownership

Funds ownership: 74.74%70.83% (-3.9%)

Holders
441
Holders Change
+61
Holders Change %
+16.05%
% of All Funds
7.8%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.48%
New
95
Increased
216
Reduced
89
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
351
First Heartland Consultants
Missouri
$245K +$36.5K +817 +18%
IWS
352
Insight Wealth Strategies
California
$245K +$241K +5,391 New
LWM
353
Liberty Wealth Management
California
$244K -$1.98M -44,341 -89%
AFP
354
Ausdal Financial Partners
Iowa
$235K +$231K +5,163 New
FC
355
FCA Corp
Texas
$231K
DP
356
Dearborn Partners
Illinois
$221K -$90.8K -2,032 -29%
MAS
357
Madden Advisory Services
Florida
$218K +$214K +4,790 New
AFAS
358
Acorn Financial Advisory Services
Virginia
$216K +$212K +4,755 New
TA
359
TrueWealth Advisors
Alabama
$213K +$210K +4,700 New
BWFA
360
Baltimore-Washington Financial Advisors
Maryland
$212K +$209K +4,674 New
VA
361
Valmark Advisers
Ohio
$211K
Comerica Bank
362
Comerica Bank
Texas
$210K +$206K +4,604 New
AA
363
Ancora Advisors
Ohio
$208K +$27.6K +617 +16%
IFG
364
Independent Financial Group
California
$206K -$316K -7,067 -61%
GIA
365
Goodwin Investment Advisory
Georgia
$204K +$201K +4,497 New
CIAS
366
Capital Investment Advisory Services
North Carolina
$203K
SAS
367
Stelac Advisory Services
New York
$199K
APC
368
Aspire Private Capital
North Carolina
$197K +$48.6K +1,088 +34%
DI
369
Disciplined Investments
Oklahoma
$188K +$24.4K +546 +15%
KFS
370
Kelly Financial Services
Massachusetts
$184K +$105K +2,353 +138%
LWP
371
Lumature Wealth Partners
Georgia
$183K +$180K +4,034 New
APA
372
American Portfolios Advisors
New York
$165K +$32.9K +737 +25%
Fidelity Investments
373
Fidelity Investments
Massachusetts
$161K -$21.5K -481 -12%
CWM
374
Cedar Wealth Management
California
$161K
MIM
375
Merrion Investment Management
New Jersey
$143K +$141K +3,157 New

SHYG Hedge Fund Activity: Q4 2020 in Review

441 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2020, worth a combined $4.09B — up 11% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SHYG positions and 29 closed out — a net gain of 66 holders — while 216 added to existing stakes and 89 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $79.7M. The largest seller was Jane Street, exiting entirely with an estimated $195M sold.

  • 441 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2020, up from 380 in Q3 2020.
  • Funds reported $4.09B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 95 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2020 and 29 closed out, a net change of +66 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $79.7M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2020 was Jane Street, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2020.