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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
SPIA
351
Steward Partners Investment Advisory
New York
$104K -$4.8K -105 -4%
GRP
352
Global Retirement Partners
California
$100K -$27.1K -592 -21%
LWP
353
Lumature Wealth Partners
Georgia
$100K -$7.09K -155 -7%
AWM
354
Activest Wealth Management
Florida
$100K +$99.7K +2,180 New
BIA
355
Bell Investment Advisors
California
$99K +$99.5K +2,175 New
SAM
356
Strategic Asset Management
Minnesota
$95K +$95.4K +2,086 New
DSC
357
Duncker Streett & Co
Missouri
$92K
AIA
358
Armor Investment Advisors
North Carolina
$91K
APA
359
American Portfolios Advisors
New York
$89.9K +$13.3K +290 +17%
Koshinski Asset Management
360
Koshinski Asset Management
Illinois
$82.3K +$82.4K +1,801 New
DWP
361
Destiny Wealth Partners
Florida
$80K +$80.4K +1,758 New
GIA
362
Goodwin Investment Advisory
Georgia
$71K -$35.6K -778 -33%
William Blair & Company
363
William Blair & Company
Illinois
$68K +$366 +8 +0.5%
CA
364
Clearstead Advisors
Ohio
$67K +$66.8K +1,460 New
LWM
365
Liberty Wealth Management
California
$62K -$23.5K -513 -28%
EDRH
366
Edmond de Rothschild Holding
Switzerland
$60K +$23.8K +520 +65%
US Bancorp
367
US Bancorp
Minnesota
$58K -$6.18K -135 -10%
AAP
368
Arax Advisory Partners
Colorado
$58K +$686 +15 +1%
LWA
369
Lowe Wealth Advisors
Maryland
$53K -$11.4K -250 -18%
LS
370
Leelyn Smith
Illinois
$45K -$366 -8 -0.8%
HIA
371
Harbor Investment Advisory
Maryland
$38K +$412 +9 +1%
RE
372
RBC Europe
United Kingdom
$37.2K
GGI
373
Godsey & Gibb Inc
Virginia
$35K -$4.12K -90 -11%
EVM
374
Eaton Vance Management
Massachusetts
$33K -$1.37K -30 -4%
SMG
375
Spectrum Management Group
Indiana
$32K

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.