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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
OPS
351
Orion Portfolio Solutions
Nebraska
$211K -$20.7K -490 -9%
TA
352
TrueWealth Advisors
Alabama
$211K -$7.78K -184 -3%
WI
353
WrapManager Inc
California
$211K +$7.23K +171 +3%
Cerity Partners
354
Cerity Partners
New York
$204K
LWP
355
Legacy Wealth Planning
Nevada
$203K +$212K +5,014 New
SFG
356
Sovereign Financial Group
Connecticut
$201K -$153K -3,611 -42%
PP
357
Prudential plc
United Kingdom
$191K +$199K +4,700 New
Nomura Asset Management
358
Nomura Asset Management
Japan
$191K +$5.5M +130,000 +54%
WT
359
Whittier Trust
California
$184K -$6.22M -146,965 -97%
CIAS
360
Capital Investment Advisory Services
North Carolina
$181K
GI
361
Gradient Investments
Minnesota
$158K -$126K -2,983 -43%
LF
362
Lee Financial
Texas
$155K -$189K -4,471 -54%
FHA
363
First Horizon Advisors
Tennessee
$146K +$61.9K +1,463 +68%
EIP
364
Ellis Investment Partners
Pennsylvania
$133K +$140K +3,300 New
PTC
365
Private Trust Company
Ohio
$131K +$136K +3,219 New
PFGIA
366
Patriot Financial Group Insurance Agency
Massachusetts
$130K -$18.3K -433 -12%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$129K -$867K -20,486 -87%
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$127K -$362K -8,557 -73%
WWP
369
WR Wealth Planners
Missouri
$122K +$1.35K +32 +1%
BHWM
370
Bay Harbor Wealth Management
Maryland
$104K +$109K +2,572 New
WA
371
WestEnd Advisors
North Carolina
$104K +$108K +2,558 New
AF
372
Advisornet Financial
Minnesota
$96K -$5.03K -119 -5%
AIP
373
Ameritas Investment Partners
Nebraska
$96K +$3.09K +73 +3%
CA
374
CoreCap Advisors
Michigan
$96K +$100K +2,374 New
RCC
375
Red Cedar Capital
Nebraska
$93K

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.