We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

401 hedge funds and large institutions have $3.12B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 201 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 114

38% more funds holding in top 10

Funds holding in top 10: 2129 (+8)

15% more capital invested

Capital invested by funds: $2.71B → $3.12B (+$415M)

0.43% less ownership

Funds ownership: 59.53%59.1% (-0.43%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

1% less funds holding

Funds holding: 407401 (-6)

Holders
401
Holders Change
-6
Holders Change %
-1.47%
% of All Funds
6.98%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.5%
New
32
Increased
201
Reduced
114
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$24.1M
Bank Julius Baer & Co
27
Bank Julius Baer & Co
Switzerland
$23.8M +$3.93M +85,855 +20%
AHC
28
Adell Harriman & Carpenter
Texas
$20.9M +$5.88M +128,214 +39%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$20.7M +$1.19M +26,051 +6%
Osaic Holdings
30
Osaic Holdings
Arizona
$20.6M +$1.71M +37,211 +9%
BCI
31
Brinker Capital Investments
Pennsylvania
$19.8M -$339K -7,405 -2%
CI
32
Conning Inc
Connecticut
$19.7M +$10M +218,280 +104%
GFG
33
Greystone Financial Group
Michigan
$19.3M +$12.3K +268 +0.1%
Renaissance Technologies
34
Renaissance Technologies
New York
$19.2M +$4.34M +94,700 +29%
Ameriprise
35
Ameriprise
Minnesota
$18.5M -$4.39M -95,868 -19%
MFWM
36
Motley Fool Wealth Management
Virginia
$17.8M -$5.83M -127,211 -25%
ACM
37
Advisors Capital Management
New Jersey
$17.8M +$5.93M +129,426 +50%
PA
38
Probity Advisors
Texas
$17.8M +$1.44M +31,439 +9%
GVAG
39
Great Valley Advisor Group
Delaware
$17.7M +$7.99M +174,434 +83%
MGIA
40
Matthew Goff Investment Advisor
Texas
$17.3M +$7.93M +173,110 +85%
Legacy Financial Group (Iowa)
41
Legacy Financial Group (Iowa)
Iowa
$15.4M +$2.75M +60,109 +22%
VRM
42
Vectors Research Management
New York
$14.5M +$1.86M +40,537 +15%
HC
43
HNP Capital
New York
$14.5M +$2.45M +53,365 +20%
RJA
44
Raymond James & Associates
Florida
$14.3M -$1.18M -25,847 -8%
SAS
45
Sage Advisory Services
Texas
$14M +$1.25M +27,315 +10%
SWP
46
Summit Wealth Partners
Florida
$13.3M +$565K +12,330 +4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$13.1M +$4.51M +98,400 +53%
FSA
48
Financial Sense Advisors
California
$13.1M +$1.72M +37,498 +15%
BC
49
Brookfield Corp
Ontario, Canada
$12.7M
Allianz Asset Management
50
Allianz Asset Management
Germany
$12.4M +$12.4M +270,000 New

SHYG Hedge Fund Activity: Q2 2021 in Review

401 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2021, worth a combined $3.12B — up 15% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SHYG and 32 opened new positions — a net loss of 3 holders — while 114 trimmed existing stakes and 201 added.

The largest buyer was Chas P. Smith & Associates (CPS), opening a new position worth an estimated $66.2M. The largest seller was Flow Traders U.S., cutting an estimated $31.6M.

  • 401 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2021, down from 407 in Q1 2021.
  • Funds reported $3.12B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 32 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2021 and 35 closed out, a net change of -3 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2021 was Chas P. Smith & Associates (CPS), an estimated $66.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2021 was Flow Traders U.S., an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2021.