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iShares 0-5 Year High Yield Corporate Bond ETF

457 hedge funds and large institutions have $3.34B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 136 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 38

29% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 136

11% more funds holding

Funds holding: 413457 (+44)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

1.64% more ownership

Funds ownership: 59.44%61.08% (+1.6%)

2% more capital invested

Capital invested by funds: $3.29B → $3.34B (+$50.8M)

Holders
457
Holders Change
+44
Holders Change %
+10.65%
% of All Funds
7.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
88
Increased
176
Reduced
136
Closed
38
Calls
$320K
Puts
Net Calls
+$320K
Net Calls Change
+$320K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
351
TrueWealth Advisors
Alabama
$244K
FWA
352
FOCUS Wealth Advisors
Texas
$243K
MC
353
Moors & Cabot
Massachusetts
$242K +$242K +5,338 New
MYIA
354
Mount Yale Investment Advisors
Colorado
$241K -$33.3K -734 -12%
EWMCB
355
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$241K
SF
356
Synovus Financial
Georgia
$235K +$234K +5,164 New
MP
357
McDonald Partners
Ohio
$233K -$959K -21,168 -80%
ACM
358
Absolute Capital Management
Pennsylvania
$233K +$234K +5,154 New
VA
359
Valmark Advisers
Ohio
$233K -$35.5K -784 -13%
TSS
360
Two Sigma Securities
New York
$227K -$647K -14,267 -74%
AA
361
AlphaCentric Advisors
Puerto Rico
$226K -$89.4K -1,972 -28%
SWM
362
SFG Wealth Management
Maryland
$224K +$224K +4,937 New
CF
363
Centaurus Financial
California
$222K -$336K -7,418 -60%
Cerity Partners
364
Cerity Partners
New York
$222K +$222K +4,903 New
Millennium Management
365
Millennium Management
New York
$221K +$221K +4,886 New
SCM
366
SCS Capital Management
Massachusetts
$220K -$75.2K -1,660 -26%
MWM
367
Meridian Wealth Management
Kentucky
$220K +$17.4K +384 +9%
AP
368
Advisor Partners
California
$218K +$16.9K +372 +8%
NCM
369
Next Capital Management
New York
$217K
AR
370
Apeiron RIA
Texas
$217K +$217K +4,790 New
FWP
371
Firethorn Wealth Partners
Georgia
$216K +$216K +4,763 New
XF
372
XML Financial
Maryland
$213K -$84.9K -1,873 -28%
LAS
373
Lloyd Advisory Services
Georgia
$210K +$1.18K +26 +0.6%
Baird Financial Group
374
Baird Financial Group
Wisconsin
$209K +$209K +4,616 New
CIAS
375
Capital Investment Advisory Services
North Carolina
$202K

SHYG Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2021, worth a combined $3.34B — up 1.5% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SHYG positions and 38 closed out — a net gain of 50 holders — while 176 added to existing stakes and 136 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $39.3M. The largest seller was Bramshill Investments, cutting an estimated $132M.

  • 457 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2021, up from 413 in Q3 2021.
  • Funds reported $3.34B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 88 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2021 and 38 closed out, a net change of +50 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2021 was Invesco, an estimated $39.3M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2021 was Bramshill Investments, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2021.