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iShares 0-5 Year High Yield Corporate Bond ETF

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: 2930 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457450 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
451
Zullo Investment Group
Pennsylvania
$1K -$11.1K -250 -90%
BWL
452
Bogart Wealth LLC
Virginia
$1K
LWANC
453
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
TFGT
454
TS Financial Group (TSFG)
Illinois
$1K
CPSAC
455
Chas P. Smith & Associates (CPS)
Florida
-$68.3M -1,508,286 Closed
AC
456
Allstate Corporation
Illinois
-$43.4M -959,140 Closed
EC
457
Exelon Corporation
Illinois
-$38.1M -840,020 Closed
Mitsubishi UFJ Trust & Banking
458
Mitsubishi UFJ Trust & Banking
Japan
-$19.9M -440,000 Closed
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
-$13.9M -305,873 Closed
BBVA
460
Banco Bilbao Vizcaya Argentaria
Spain
-$11.3M -250,000 Closed
Deutsche Bank
461
Deutsche Bank
Germany
-$10.2M -225,000 Closed
FI
462
Fosun International
China
-$9.18M -202,708 Closed
MLM
463
Mount Lucas Management
Pennsylvania
-$3.4M -75,036 Closed
SFS
464
Sowell Financial Services
Arkansas
-$3M -66,146 Closed
FCA
465
FLC Capital Advisors
California
-$2.32M -51,120 Closed
WI
466
Wintrust Investments
Illinois
-$2.13M -46,948 Closed
ACS
467
Archford Capital Strategies
Illinois
-$1.71M -37,651 Closed
Citadel Advisors
468
Citadel Advisors
Florida
-$1.68M -37,147 Closed
CS
469
Credit Suisse
Switzerland
-$1.57M -34,730 Closed
CCWA
470
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.55M -34,321 Closed
SG Americas Securities
471
SG Americas Securities
New York
-$1.34M -29,625 Closed
EH
472
Equitable Holdings
New York
-$1.24M -27,356 Closed
MCM
473
Monument Capital Management
Virginia
-$1.01M -22,383 Closed
TGAM
474
TBH Global Asset Management
Tennessee
-$1M -22,151 Closed
HFA
475
High Falls Advisors
New York
-$863K -19,054 Closed

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.