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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
SAM
376
S.A. Mason
Michigan
$30K
SSB
377
Sandy Spring Bank
Maryland
$30K +$30.4K +664 New
ETI
378
Enterprise Trust & Investment
California
$29K
FRA
379
Front Row Advisors
California
$28K
CAAS
380
Capital Asset Advisory Services
Michigan
$27K +$6.18K +135 +30%
SCA
381
Stonebridge Capital Advisors
Minnesota
$26K -$25.8K -563 -50%
RIM
382
Rockbridge Investment Management
New York
$22K
EWM
383
EPG Wealth Management
Georgia
$22K +$22.3K +488 New
PCM
384
Penserra Capital Management
California
$22K +$22.4K +490 New
KFS
385
Kelly Financial Services
Massachusetts
$21.5K -$777K -16,988 -97%
FA
386
Flagstar Advisors
New York
$17K +$16.8K +367 New
BW
387
Bison Wealth
Georgia
$16K
JCM
388
Jacobi Capital Management
Pennsylvania
$16K +$46 +1 +0.3%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$16K +$4.94K +108 +45%
GEA
390
Glen Eagle Advisors
New Jersey
$15.6K +$46 +1 +0.3%
ASBI
391
American State Bank (Iowa)
Iowa
$14.4K
AIC
392
Archer Investment Corporation
Indiana
$14.3K +$14.4K +314 New
GLLW
393
Graves Light Lenhart Wealth
Virginia
$13K
MRCM
394
M&R Capital Management
New Jersey
$13K
FFA
395
Founders Financial Alliance
North Carolina
$13K +$7.92K +173 +150%
ACA
396
Aptus Capital Advisors
Alabama
$11K -$65K -1,421 -86%
TFA
397
Toth Financial Advisory
Virginia
$11K
HCP
398
Hexagon Capital Partners
Arkansas
$8K
EI
399
Ellevest Inc
New York
$7K +$46 +1 +0.6%
WT
400
Washington Trust
Rhode Island
$5K

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.