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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
LWANC
451
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
TFGT
452
TS Financial Group (TSFG)
Illinois
$1K
PMFA
453
Plante Moran Financial Advisors
Michigan
$1K +$544 +12 New
S
454
SignatureFD
Georgia
$1K +$1.36K +30 New
EA
455
Evolution Advisers
Virginia
$1K +$1.63K +36 New
EWA
456
Evolution Wealth Advisors
Florida
$449 +$1.04K +23 +0.2%
American Century Companies
457
American Century Companies
Missouri
-$23.9M -523,400 Closed
Barclays
458
Barclays
United Kingdom
-$23.4M -513,002 Closed
FSA
459
Financial Sense Advisors
California
-$13.8M -301,280 Closed
Allianz Asset Management
460
Allianz Asset Management
Germany
-$12.3M -270,000 Closed
Renaissance Technologies
461
Renaissance Technologies
New York
-$8.4M -183,900 Closed
WAMC
462
Western Asset Management Company
California
-$6.4M -140,000 Closed
EF
463
Empowered Funds
Pennsylvania
-$3.45M -75,744 Closed
WI
464
WBI Investments
New Jersey
-$2.85M -62,287 Closed
CRI
465
Colonial River Investments
Virginia
-$1.93M -42,275 Closed
CG
466
Colony Group
Massachusetts
-$1.16M -25,377 Closed
RIA
467
Regal Investment Advisors
Michigan
-$1.06M -23,205 Closed
HF
468
HRT Financial
New York
-$910K -19,920 Closed
SAM
469
Strategy Asset Managers
California
-$734K -16,059 Closed
VCM
470
Vivaldi Capital Management
Illinois
-$476K -10,406 Closed
Jane Street
471
Jane Street
New York
-$391K -8,560 Closed
NCM
472
Novare Capital Management
North Carolina
-$329K -7,194 Closed
IDA
473
Intelligence Driven Advisers
California
-$301K -6,609 Closed
Principal Financial Group
474
Principal Financial Group
Iowa
-$229K -5,001 Closed
QFA
475
Quattro Financial Advisors
Texas
-$223K -4,892 Closed

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.