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iShares 0-5 Year High Yield Corporate Bond ETF

413 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

50% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 128

5% more capital invested

Capital invested by funds: $3.12B → $3.29B (+$163M)

3% more funds holding

Funds holding: 401413 (+12)

0.34% more ownership

Funds ownership: 59.1%59.44% (+0.34%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
413
Holders Change
+12
Holders Change %
+2.99%
% of All Funds
7.23%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
47
Increased
192
Reduced
128
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$23.9M
Ameriprise
27
Ameriprise
Minnesota
$23.8M +$5.46M +119,269 +30%
BC
28
Brookfield Corp
Ontario, Canada
$23.7M +$11M +241,302 +87%
Barclays
29
Barclays
United Kingdom
$23.4M -$10.7M -234,503 -31%
Bank Julius Baer & Co
30
Bank Julius Baer & Co
Switzerland
$22.9M -$735K -16,058 -3%
AHC
31
Adell Harriman & Carpenter
Texas
$21.8M +$1.1M +24,110 +5%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$21.8M +$13.1M +287,251 +152%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$19.6M -$892K -19,507 -4%
MGIA
34
Matthew Goff Investment Advisor
Texas
$19.6M +$2.43M +53,055 +14%
CI
35
Conning Inc
Connecticut
$19.6M
PA
36
Probity Advisors
Texas
$19.5M +$1.9M +41,433 +11%
Osaic Holdings
37
Osaic Holdings
Arizona
$19.2M -$1.27M -27,849 -6%
MFWM
38
Motley Fool Wealth Management
Virginia
$18.6M +$889K +19,441 +5%
BPA
39
Beacon Pointe Advisors
California
$17.9M +$11.7M +256,739 +189%
VRM
40
Vectors Research Management
New York
$17.9M +$3.5M +76,591 +24%
GVAG
41
Great Valley Advisor Group
Delaware
$17.8M +$308K +6,727 +2%
HC
42
HNP Capital
New York
$17.8M +$3.35M +73,295 +23%
Mariner
43
Mariner
Kansas
$17.8M +$10.8M +236,873 +156%
Legacy Financial Group (Iowa)
44
Legacy Financial Group (Iowa)
Iowa
$17.1M +$1.78M +38,957 +12%
FFA
45
First Foundation Advisors
California
$16.1M +$16.1M +352,272 New
SAS
46
Sage Advisory Services
Texas
$15.7M +$1.84M +40,282 +13%
Stifel Financial
47
Stifel Financial
Missouri
$14.5M +$3.11M +68,019 +27%
GFG
48
Greystone Financial Group
Michigan
$14.4M -$4.79M -104,678 -25%
SWP
49
Summit Wealth Partners
Florida
$13.9M +$639K +13,962 +5%
FSA
50
Financial Sense Advisors
California
$13.8M +$780K +17,055 +6%

SHYG Hedge Fund Activity: Q3 2021 in Review

413 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2021, worth a combined $3.29B — up 5.2% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SHYG positions and 27 closed out — a net gain of 20 holders — while 192 added to existing stakes and 128 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $93.2M. The largest seller was Meeder Asset Management, cutting an estimated $62.8M.

  • 413 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2021, up from 401 in Q2 2021.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 47 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2021 and 27 closed out, a net change of +20 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $93.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2021 was Meeder Asset Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2021.