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iShares 0-5 Year High Yield Corporate Bond ETF

457 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

2% more funds holding

Funds holding: 450457 (+7)

1.24% more ownership

Funds ownership: 67.64%68.88% (+1.2%)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 180

95% less capital invested

Capital invested by funds: $63B → $3.29B (-$59.7B)

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.7%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.56%
New
72
Increased
151
Reduced
180
Closed
59
Calls
$500K
Puts
Net Calls
+$500K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$28.6M -$895K -21,162 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$28.2M +$1.39M +32,814 +5%
F
28
F3Logic
Minnesota
$25.6M +$16.4M +388,127 +160%
IWC
29
Integrated Wealth Concepts
Massachusetts
$22.2M -$365K -8,619 -2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$21.9M +$2.13M +50,402 +10%
KCM
31
Kathmere Capital Management
Pennsylvania
$21.4M -$7.97M -188,366 -26%
PA
32
Probity Advisors
Texas
$20.1M +$924K +21,856 +5%
MGIA
33
Matthew Goff Investment Advisor
Texas
$20M +$440K +10,411 +2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$19.4M -$75.3M -1,779,892 -79%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$18.6M -$2.58M -61,113 -12%
AHC
36
Adell Harriman & Carpenter
Texas
$18M -$990K -23,400 -5%
Ameriprise
37
Ameriprise
Minnesota
$18M +$2.26M +53,377 +14%
VRM
38
Vectors Research Management
New York
$17.4M -$253K -5,972 -1%
CI
39
Conning Inc
Connecticut
$17.4M
Stifel Financial
40
Stifel Financial
Missouri
$17.4M -$2.4M -56,742 -12%
HC
41
HNP Capital
New York
$17M -$76.6K -1,811 -0.4%
Legacy Financial Group (Iowa)
42
Legacy Financial Group (Iowa)
Iowa
$17M -$1.4K -33 -0%
GVAG
43
Great Valley Advisor Group
Delaware
$16.7M +$32.4K +765 +0.2%
DP
44
Divergent Planning
Maryland
$14.7M +$493K +11,656 +3%
B
45
Barings
North Carolina
$14.5M
SAS
46
Sage Advisory Services
Texas
$12.8M +$825K +19,503 +7%
HPA
47
High Probability Advisors
New York
$12.7M +$481K +11,360 +4%
FAP
48
Financial Advisory Partners
Florida
$12.3M +$347K +8,201 +3%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$12.2M
SWP
50
Summit Wealth Partners
Florida
$12.1M -$487K -11,521 -4%

SHYG Hedge Fund Activity: Q2 2022 in Review

457 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2022, worth a combined $3.29B — down 95% from $63B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SHYG positions and 59 closed out — a net gain of 13 holders — while 151 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $193M. The largest seller was Invesco, exiting entirely with an estimated $83.5M sold.

  • 457 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2022, up from 450 in Q1 2022.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 72 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2022 and 59 closed out, a net change of +13 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $193M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2022 was Invesco, an estimated $83.5M sold.

Based on aggregated 13F filings for Q2 2022.