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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
COCM
376
Charter Oak Capital Management
New Hampshire
$92K +$3.47K +82 +4%
GRP
377
Global Retirement Partners
California
$91K -$1.86K -44 -2%
WOSD
378
WFA of San Diego
California
$89K +$93.1K +2,201 New
WTC
379
WhitTier Trust Company
Nevada
$88K -$3.16M -74,759 -97%
AWM
380
Activest Wealth Management
Florida
$88K
TAM
381
Tucker Asset Management
Colorado
$87.1K -$7.7K -182 -8%
CAAS
382
Capital Asset Advisory Services
Michigan
$86K +$89.6K +2,118 New
APA
383
American Portfolios Advisors
New York
$83.2K -$2.03K -48 -2%
Fidelity Investments
384
Fidelity Investments
Massachusetts
$81K -$41.2K -973 -33%
DSC
385
Duncker Streett & Co
Missouri
$81K
William Blair & Company
386
William Blair & Company
Illinois
$65K +$5.75K +136 +9%
AWM
387
Avior Wealth Management
Nebraska
$63K +$3.93K +93 +6%
BIA
388
Bell Investment Advisors
California
$63K +$65.7K +1,554 New
CWM
389
Cedar Wealth Management
California
$60K -$91.2K -2,157 -59%
SAM
390
Strategic Asset Management
Minnesota
$57K -$465 -11 -0.8%
Franklin Resources
391
Franklin Resources
California
$54K +$55.9K +1,321 New
BI
392
Bramshill Investments
Florida
$53K -$332K -7,851 -86%
S
393
SignatureFD
Georgia
$52K +$52.2K +1,235 +2,287%
AW
394
Avion Wealth
Texas
$49K +$50.8K +1,200 New
PCG
395
Private Capital Group
Connecticut
$49K +$51.5K +1,217 New
LWA
396
Lowe Wealth Advisors
Maryland
$47K
HIA
397
Harbor Investment Advisory
Maryland
$46K +$508 +12 +1%
PA
398
Parallel Advisors
California
$41K
KFS
399
Kelly Financial Services
Massachusetts
$38.1K +$19.4K +459 +95%
MIFH
400
Migdal Insurance & Financial Holdings
Israel
$35K -$33.8K -800 -48%

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.