We are live on ! Find out more
SHYG icon

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
AWM
376
Argent Wealth Management
Massachusetts
-$812K -20,188 Closed
BWA
377
Beam Wealth Advisors
Louisiana
-$700K -17,137 Closed
CA
378
Continuum Advisory
Idaho
-$669K -16,807 Closed
SSWM
379
Sheets Smith Wealth Management
North Carolina
-$681K -16,668 Closed
MGIA
380
Moneta Group Investment Advisors
Missouri
-$499K -12,209 Closed
LFPWM
381
Leicht Financial Planning & Wealth Management
New Jersey
-$495K -12,155 Closed
WAS
382
Wealth Advisory Solutions
Indiana
-$457K -11,185 Closed
MI
383
Moneywise Inc
Virginia
-$399K -9,762 Closed
VWA
384
V Wealth Advisors
Kansas
-$319K -7,789 Closed
AC
385
AlphaCore Capital
California
-$290K -7,090 Closed
FFA
386
First Foundation Advisors
California
-$233K -5,710 Closed
ATPW
387
Ashton Thomas Private Wealth
Arizona
-$232K -5,675 Closed
TA
388
Townsend & Associates
Colorado
-$229K -5,668 Closed
AIS
389
Accurate Investment Solutions
Pennsylvania
-$179K -4,384 Closed
CAN
390
Claraphi Advisory Network
United States
-$132K -3,244 Closed
AIC
391
Ameritas Investment Company
Nebraska
-$68K -1,675 Closed
OAM
392
Oppenheimer Asset Management
New York
-$57K -1,387 Closed
SQA
393
Simon Quick Advisors
New Jersey
-$51K -1,257 Closed
SMFS
394
Squar Milner Financial Services
California
-$45K -1,114 Closed
FA
395
Fortis Advisors
Pennsylvania
-$38K -919 Closed
LDFR
396
Lehman & Derafelo Financial Resources
Pennsylvania
-$22K -548 Closed
EWM
397
EPG Wealth Management
Georgia
-$20K -488 Closed
SAM
398
S.A. Mason
Michigan
-$19K -470 Closed
AAM
399
Advisors Asset Management
Colorado
-$18K -438 Closed
PMFA
400
Plante Moran Financial Advisors
Michigan
-$17K -425 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.