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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
AF
401
Allworth Financial
California
$4K
SSC
402
Syverson Strege & Co
Iowa
$3K
GKWIM
403
Gerber Kawasaki Wealth & Investment Management
California
$3K +$137 +3 New
RFA
404
Reilly Financial Advisors
California
$3K +$3.34K +73 New
APC
405
Aspire Private Capital
North Carolina
$2K
BWM
406
Baystate Wealth Management
Massachusetts
$2K
EW
407
Element Wealth
Mississippi
$2K
LFG
408
Larson Financial Group
Missouri
$2K
LWANC
409
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
TFGT
410
TS Financial Group (TSFG)
Illinois
$1K
BWL
411
Bogart Wealth LLC
Virginia
$1K +$640 +14 New
PA
412
PSI Advisors
Florida
$1K +$915 +20 New
TCM
413
TD Capital Management
Tennessee
$1K +$961 +21 New
WSTAM
414
Wilbanks Smith & Thomas Asset Management
Virginia
-$11.1M -241,961 Closed
Susquehanna International Group
415
Susquehanna International Group
Pennsylvania
-$7.83M -170,078 Closed
FTUS
416
Flow Traders U.S.
New York
-$7.34M -159,313 Closed
SFS
417
Sowell Financial Services
Arkansas
-$4.05M -87,889 Closed
JWCA
418
J.W. Cole Advisors
Florida
-$2M -43,383 Closed
BPCE
419
Bank Pictet & Cie (Europe)
Germany
-$1.93M -41,940 Closed
PF
420
Phoenix Financial
Israel
-$1.25M -27,073 Closed
FIA
421
Foundations Investment Advisors
Arizona
-$997K -21,689 Closed
OMC
422
Old Mission Capital
Illinois
-$941K -20,435 Closed
Millennium Management
423
Millennium Management
New York
-$664K -14,412 Closed
NAG
424
Northstar Advisory Group
New Jersey
-$582K -12,630 Closed
Wolverine Trading
425
Wolverine Trading
Illinois
-$428K -9,291 Closed

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.