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iShares 0-5 Year High Yield Corporate Bond ETF

457 hedge funds and large institutions have $3.34B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 136 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 38

29% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 136

11% more funds holding

Funds holding: 413457 (+44)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

1.64% more ownership

Funds ownership: 59.44%61.08% (+1.6%)

2% more capital invested

Capital invested by funds: $3.29B → $3.34B (+$50.8M)

Holders
457
Holders Change
+44
Holders Change %
+10.65%
% of All Funds
7.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
88
Increased
176
Reduced
136
Closed
38
Calls
$320K
Puts
Net Calls
+$320K
Net Calls Change
+$320K
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
426
M&R Capital Management
New Jersey
$13K
FFA
427
Founders Financial Alliance
North Carolina
$13K +$181 +4 +1%
RCM
428
Raleigh Capital Management
North Carolina
$13K +$12.6K +278 New
ZIG
429
Zullo Investment Group
Pennsylvania
$13K +$12.6K +279 New
TFA
430
Toth Financial Advisory
Virginia
$12K +$1.36K +30 +13%
JSAM
431
J. Safra Asset Management
New York
$12K +$25.2K +555 New
ACA
432
Aptus Capital Advisors
Alabama
$11K
HCP
433
Hexagon Capital Partners
Arkansas
$8K
HI
434
Hudock Inc
Pennsylvania
$7K +$7.25K +160 New
FGAM
435
Financial Gravity Asset Management
Texas
$6.11K +$264K +5,827 +4%
CP
436
Castleview Partners
Texas
$5.54K +$11.4M +250,871 New
GEA
437
Glen Eagle Advisors
New Jersey
$4.97K -$10.5K -232 -68%
ASBI
438
American State Bank (Iowa)
Iowa
$4.8K -$9.52K -210 -66%
AF
439
Allworth Financial
California
$4K
LC
440
Lindbrook Capital
California
$4K +$3.85K +85 New
RFA
441
Reilly Financial Advisors
California
$3K
SSC
442
Syverson Strege & Co
Iowa
$3K +$91 +2 +3%
LFG
443
Larson Financial Group
Missouri
$3K +$816 +18 +33%
C
444
Covestor
United Kingdom
$3K +$2.72K +60 New
ADL
445
Asset Dedication LLC
California
$3K +$3.13K +69 New
MIM
446
Macroview Investment Management
Maryland
$3K +$3.26K +72 New
APC
447
Aspire Private Capital
North Carolina
$2K
EW
448
Element Wealth
Mississippi
$2K
SIC
449
Salem Investment Counselors
North Carolina
$2K +$2.18K +48 New
BWL
450
Bogart Wealth LLC
Virginia
$1K

SHYG Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2021, worth a combined $3.34B — up 1.5% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SHYG positions and 38 closed out — a net gain of 50 holders — while 176 added to existing stakes and 136 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $39.3M. The largest seller was Bramshill Investments, cutting an estimated $132M.

  • 457 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2021, up from 413 in Q3 2021.
  • Funds reported $3.34B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 88 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2021 and 38 closed out, a net change of +50 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2021 was Invesco, an estimated $39.3M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2021 was Bramshill Investments, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2021.