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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
Mariner
26
Mariner
Kansas
$33.2M +$15.6M +343,089 +88%
KCM
27
Kathmere Capital Management
Pennsylvania
$31.5M -$469K -10,351 -1%
AWM
28
AE Wealth Management
Kansas
$25.1M +$12.7M +281,227 +103%
BC
29
Brookfield Corp
Ontario, Canada
$23.5M
Osaic Holdings
30
Osaic Holdings
Arizona
$23.3M +$4.26M +94,000 +22%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$23M +$1.4M +30,938 +6%
AHC
32
Adell Harriman & Carpenter
Texas
$22.7M +$1.06M +23,487 +5%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$22.6M +$3.13M +69,002 +16%
Bank Julius Baer & Co
34
Bank Julius Baer & Co
Switzerland
$21.8M -$863K -19,041 -4%
FFA
35
First Foundation Advisors
California
$21.5M +$5.55M +122,347 +35%
Ameriprise
36
Ameriprise
Minnesota
$21.2M -$2.42M -53,311 -10%
PA
37
Probity Advisors
Texas
$20.4M +$1.02M +22,529 +5%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$19.9M +$19.9M +440,000 New
MGIA
39
Matthew Goff Investment Advisor
Texas
$19.9M +$437K +9,644 +2%
CI
40
Conning Inc
Connecticut
$19.4M
VRM
41
Vectors Research Management
New York
$18.8M +$1.02M +22,589 +6%
HC
42
HNP Capital
New York
$18.6M +$1.01M +22,268 +6%
MFWM
43
Motley Fool Wealth Management
Virginia
$18.4M -$12.2K -270 -0.1%
GVAG
44
Great Valley Advisor Group
Delaware
$18.3M +$572K +12,631 +3%
RJA
45
Raymond James & Associates
Florida
$16.6M +$8.25M +182,049 +99%
Stifel Financial
46
Stifel Financial
Missouri
$16.5M +$2.15M +47,499 +15%
IWC
47
Integrated Wealth Concepts
Massachusetts
$15.8M +$15.5M +341,813 +4,585%
GFG
48
Greystone Financial Group
Michigan
$14.9M +$648K +14,293 +5%
SAS
49
Sage Advisory Services
Texas
$14.9M -$665K -14,677 -4%
SWP
50
Summit Wealth Partners
Florida
$14.2M +$407K +8,975 +3%

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.