SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

486 hedge funds and large institutions have $4.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 208 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-12
Holders Change %
-2.41%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.05%
% of All Funds
0.47%
New
46
Increased
170
Reduced
208
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
426
Cornerstone Planning Group
New Jersey
$37.8K +$37.8K +912 New
AW
427
Avion Wealth
Texas
$34K
PG
428
Prostatis Group
Maryland
$33.7K +$33.7K +33,740 New
LWA
429
Lowe Wealth Advisors
Maryland
$33.7K
UB
430
UMB Bank
Missouri
$33K
EDRH
431
Edmond de Rothschild Holding
Switzerland
$33K
CSPIA
432
Cary Street Partners Investment Advisory
Virginia
$29K
MIFH
433
Migdal Insurance & Financial Holdings
Israel
$27K -$68K -1,625 -72%
OP
434
ORG Partners
Indiana
$26.8K +$26.8K +649 New
FFA
435
Founders Financial Alliance
North Carolina
$26.6K -$207 -5 -0.8%
Franklin Resources
436
Franklin Resources
California
$26.1K +$290 +7 +1%
FRA
437
Front Row Advisors
California
$26K
JMF
438
Johnson Midwest Financial
Iowa
$25.4K
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$22.8K
CTWM
440
Cherry Tree Wealth Management
Minnesota
$20.2K +$20.2K +488 New
DAM
441
Delta Asset Management
Tennessee
$20K
IRC
442
Investors Research Corp
Georgia
$18.9K
WIM
443
WealthPlan Investment Management
Nebraska
$17.7K
KFS
444
Kelly Financial Services
Massachusetts
$17.6K +$290 +7 +2%
WP
445
WealthPLAN Partners
Nebraska
$15.8K -$77.9K -1,879 -83%
BCMLT
446
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9K
TFA
447
Toth Financial Advisory
Virginia
$13.5K +$2.69K +65 +25%
LWP
448
Lumature Wealth Partners
Georgia
$11.8K
CIA
449
Cape Investment Advisory
Georgia
$11.8K
GA
450
GoalVest Advisory
New York
$11.6K +$11.6K +280 New