We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

450 hedge funds and large institutions have $63B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 156 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,788% more capital invested

Capital invested by funds: $3.34B → $63B (+$59.7B)

13% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 156

6.56% more ownership

Funds ownership: 61.08% → 67.64% (+6.6%)

3% more funds holding in top 10

Funds holding in top 10: 29 → 30 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457 → 450 (-7)

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.1%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.47%
New
61
Increased
176
Reduced
156
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$92.4M
2
Bank of America
Bank of America
North Carolina
+$78.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78.3M
4
Truist Financial
Truist Financial
North Carolina
+$64.1M
5
RJA
Raymond James & Associates
Florida
+$47.7M

Top Sellers

1
CPSAC
Chas P. Smith & Associates (CPS)
Florida
-$68.3M
2
CCA
Clearwater Capital Advisors
Illinois
-$54.3M
3
AC
Allstate Corporation
Illinois
-$43.4M
4
DF
Donoghue Forlines
Massachusetts
-$41.5M
5
GI
Gradient Investments
Minnesota
-$40.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
376
US Bancorp
Minnesota
$124K +$87.2K +1,970 +232%
HWMA
377
Heritage Wealth Management (Arizona)
Arizona
$116K +$116K +2,628 New
PFS
378
Prospera Financial Services
Texas
$112K +$113K +2,559 New
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$111K +$112K +2,535 New
AF
380
Advisornet Financial
Minnesota
$110K -$25K -565 -18%
TAM
381
Tucker Asset Management
Colorado
$102K -$14.7K -333 -13%
AIP
382
Ameritas Investment Partners
Nebraska
$101K -$401K -9,052 -80%
RCC
383
Red Cedar Capital
Nebraska
$101K – – –
COCM
384
Charter Oak Capital Management
New Hampshire
$97K +$28.5K +644 +41%
AWM
385
Activest Wealth Management
Florida
$96K – – –
GRP
386
Global Retirement Partners
California
$96K +$101K +2,288 New
FHA
387
First Horizon Advisors
Tennessee
$95K -$38.1K -860 -28%
APA
388
American Portfolios Advisors
New York
$92.3K -$2.88K -65 -3%
DSC
389
Duncker Streett & Co
Missouri
$88K – – –
MIFH
390
Migdal Insurance & Financial Holdings
Israel
$74K +$74K +1,670 New
AWM
391
Avior Wealth Management
Nebraska
$64K -$65.2K -1,473 -50%
William Blair & Company
392
William Blair & Company
Illinois
$64K -$25.2K -568 -28%
SAM
393
Strategic Asset Management
Minnesota
$63K +$1.64K +37 +3%
MM
394
Main Management
California
$58K -$10.6M -239,954 -99%
EDRH
395
Edmond de Rothschild Holding
Switzerland
$58K – – –
AAP
396
Arax Advisory Partners
Colorado
$57K +$443 +10 +0.8%
LWA
397
Lowe Wealth Advisors
Maryland
$51K – – –
HIA
398
Harbor Investment Advisory
Maryland
$50K +$310 +7 +0.6%
PA
399
Parallel Advisors
California
$45K -$60.4K -1,365 -57%
AA
400
Ancora Advisors
Ohio
$38K +$37.9K +855 New
14 15
16
17 18

SHYG Hedge Fund Activity: Q1 2022 in Review

450 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2022, worth a combined $63B — up 1,788% from $3.34B a quarter earlier.

Fund positioning in SHYG was balanced in Q1 2022: 61 funds opened new positions, 61 closed out, 176 added to existing stakes and 156 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $92.4M. The largest seller was Chas P. Smith & Associates (CPS), exiting entirely with an estimated $68.3M sold.

  • 450 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2022, down from 457 in Q4 2021.
  • Funds reported $63B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2022, up 1,788% quarter-over-quarter.
  • 61 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2022 and 61 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2022 was Janney Montgomery Scott, an estimated $92.4M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2022 was Chas P. Smith & Associates (CPS), an estimated $68.3M sold.

Based on aggregated 13F filings for Q1 2022.