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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
SC
401
Stephens Consulting
Michigan
$37.2K +$37.5K +846 New
RE
402
RBC Europe
United Kingdom
$36K – – –
UB
403
UMB Bank
Missouri
$35K – – –
LWP
404
Lumature Wealth Partners
Georgia
$33K -$3.54K -80 -10%
GGI
405
Godsey & Gibb Inc
Virginia
$33K +$33.7K +761 New
SMG
406
Spectrum Management Group
Indiana
$31K – – –
SAM
407
S.A. Mason
Michigan
$29K – – –
CPW
408
Crestmont Private Wealth
Texas
$29K +$89 +2 +0.3%
ETI
409
Enterprise Trust & Investment
California
$28K – – –
FRA
410
Front Row Advisors
California
$27K – – –
BCMLT
411
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K +$25.2K +570 New
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$24K -$70.9K -1,600 -74%
JPLA
413
Joseph P. Lucia & Associates
New York
$24K +$24.6K +555 New
CA
414
Clearstead Advisors
Ohio
$22K – – –
KFS
415
Kelly Financial Services
Massachusetts
$21.1K +$177 +4 +0.8%
RIM
416
Rockbridge Investment Management
New York
$21K – – –
EWM
417
EPG Wealth Management
Georgia
$21K – – –
NWM
418
Nauset Wealth Management
Connecticut
$20K +$19.7K +445 New
CIAS
419
CFS Investment Advisory Services
New Jersey
$18K +$34.9M +787,785 +4,302%
CP
420
Castleview Partners
Texas
$17K -$11.1M -250,472 -100%
SC
421
Siena Capital
Ohio
$16K +$16.2K +366 New
AIC
422
Archer Investment Corporation
Indiana
$13.5K – – –
GLLW
423
Graves Light Lenhart Wealth
Virginia
$13K – – –
FFA
424
Founders Financial Alliance
North Carolina
$13K +$133 +3 +1%
RCM
425
Raleigh Capital Management
North Carolina
$12K +$44 +1 +0.4%
15 16
17
18 19

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.