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iShares 0-5 Year High Yield Corporate Bond ETF

369 hedge funds and large institutions have $3.09B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 176 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 82

85% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 40

31% more capital invested

Capital invested by funds: $2.36B → $3.09B (+$724M)

9% more funds holding

Funds holding: 337369 (+32)

1.59% more ownership

Funds ownership: 70.28%71.88% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
369
Holders Change
+32
Holders Change %
+9.5%
% of All Funds
7.56%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
74
Increased
176
Reduced
82
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$23.3M +$9.4M +222,530 +70%
IA
27
IndexIQ Advisors
New York
$22.4M +$558K +13,206 +3%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$20.8M -$2.86M -67,629 -12%
N
29
Nuveen
North Carolina
$20.7M +$20.4M +482,990 New
State of Tennessee, Department of Treasury
30
State of Tennessee, Department of Treasury
Tennessee
$20.3M +$8.01M +189,600 +67%
WP
31
WealthSource Partners
California
$19M +$2.71M +64,226 +17%
SCM
32
SCS Capital Management
Massachusetts
$18.2M -$46.8M -1,108,234 -72%
HighTower Advisors
33
HighTower Advisors
Illinois
$16.9M -$1.34M -31,664 -7%
DF
34
Donoghue Forlines
Massachusetts
$15.7M +$15.5M +366,950 New
BCI
35
Brinker Capital Investments
Pennsylvania
$15.5M -$2.08M -49,303 -12%
Goldman Sachs
36
Goldman Sachs
New York
$13.8M +$13M +308,677 +2,582%
CAL
37
Capital Analysts LLC
Pennsylvania
$12.3M +$1.48M +34,966 +14%
PA
38
Probity Advisors
Texas
$11.7M -$22.3K -529 -0.2%
CFGS
39
Concourse Financial Group Securities
Alabama
$11M +$7.29M +172,673 +206%
ACM
40
Advisors Capital Management
New Jersey
$10.9M -$1.67M -39,546 -13%
Truist Financial
41
Truist Financial
North Carolina
$10.2M +$722K +17,080 +8%
Citadel Advisors
42
Citadel Advisors
Florida
$10.1M +$9.9M +234,344 New
SWP
43
Summit Wealth Partners
Florida
$10M -$571K -13,520 -5%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$9.74M +$1.81M +42,905 +23%
MWC
45
MBM Wealth Consultants
Missouri
$9.09M +$475K +11,245 +6%
B
46
Barings
North Carolina
$9.06M
CI
47
Conning Inc
Connecticut
$9.02M
Stifel Financial
48
Stifel Financial
Missouri
$8.91M +$1.48M +35,121 +20%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$8.87M
JP Morgan Chase
50
JP Morgan Chase
New York
$8.87M +$5.15M +121,968 +144%

SHYG Hedge Fund Activity: Q2 2020 in Review

369 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2020, worth a combined $3.09B — up 31% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SHYG positions and 40 closed out — a net gain of 34 holders — while 176 added to existing stakes and 82 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $113M. The largest seller was Osaic Holdings, cutting an estimated $200M.

  • 369 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2020, up from 337 in Q1 2020.
  • Funds reported $3.09B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2020, up 31% quarter-over-quarter.
  • 74 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2020 and 40 closed out, a net change of +34 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $113M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2020.