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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
PFA
476
Pettinga Financial Advisors
Indiana
-$218K -4,764 Closed
QC
477
QCM Cayman
Texas
-$214K -4,676 Closed
AI
478
AdvisorShares Investments
Maryland
-$109K -2,388 Closed
GRP
479
Global Retirement Partners
California
-$100K -2,182 Closed
LWM
480
Liberty Wealth Management
California
-$62K -1,352 Closed
GGI
481
Godsey & Gibb Inc
Virginia
-$35K -761 Closed
SSB
482
Sandy Spring Bank
Maryland
-$30K -664 Closed
SCA
483
Stonebridge Capital Advisors
Minnesota
-$26K -563 Closed
PCM
484
Penserra Capital Management
California
-$22K -490 Closed
FA
485
Flagstar Advisors
New York
-$17K -367 Closed
BW
486
Bison Wealth
Georgia
-$16K -347 Closed
JCM
487
Jacobi Capital Management
Pennsylvania
-$16K -346 Closed
EI
488
Ellevest Inc
New York
-$7K -160 Closed
WT
489
Washington Trust
Rhode Island
-$5K -101 Closed
BWM
490
Baystate Wealth Management
Massachusetts
-$2K -40 Closed
TCM
491
TD Capital Management
Tennessee
-$1K -21 Closed
PA
492
PSI Advisors
Florida
-$1K -20 Closed
GKWIM
493
Gerber Kawasaki Wealth & Investment Management
California
-$3K -3 Closed
GWMIA
494
Global Wealth Management Investment Advisory
Florida
+$317 +7 New

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.