SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

Overview Fund Activity

498 hedge funds and large institutions have $3.69B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 226 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-70
Holders Change %
-12.32%
% of All Funds
7.97%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.61%
New
69
Increased
155
Reduced
226
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSTA
1
Japan Science & Technology Agency
Japan
$155M
2
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$128M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$217M
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$27M
5
ACM
5
Advisors Capital Management
New Jersey
$33.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$166M
2
LPL Financial
2
LPL Financial
California
$40.9M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.58M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
551
Brinker Capital Investments
Pennsylvania
– -$856K -20,937 Closed
RSWM
552
Robertson Stephens Wealth Management
California
– -$844K -20,646 Closed
MYIA
553
Mount Yale Investment Advisors
Colorado
– -$827K -20,232 Closed
CP
554
Cumberland Partners
Ontario, Canada
– -$787K -19,250 Closed
CFG
555
Cooper Financial Group
California
– -$743K -18,163 Closed
QPWM
556
Quadrant Private Wealth Management
Pennsylvania
– -$670K -16,379 Closed
PPC
557
Park Place Capital
Alabama
– -$616K -15,070 Closed
SFFS
558
Stonehage Fleming Financial Services
Jersey
– -$582K -14,234 Closed
RW
559
Regimen Wealth
Georgia
– -$575K -14,081 Closed
SFG
560
Sovereign Financial Group
Connecticut
– -$543K -13,278 Closed
PFS
561
Prospera Financial Services
Texas
– -$542K -13,262 Closed
FLA
562
Financial Life Advisors
Texas
– -$537K -13,134 Closed
ACM
563
AlphaStar Capital Management
North Carolina
– -$517K -12,653 Closed
HIM
564
Hanlon Investment Management
New Jersey
– -$510K -12,470 Closed
LF
565
Lantz Financial
Illinois
– -$507K -12,398 Closed
SPI
566
Sutton Place Investors
New York
– -$468K -11,443 Closed
GWP
567
Gateway Wealth Partners
Wisconsin
– -$460K -11,247 Closed
RFP
568
RCS Financial Planning
Maryland
– -$452K -11,050 Closed
WIA
569
World Investment Advisors
California
– -$435K -10,640 Closed
Renaissance Technologies
570
Renaissance Technologies
New York
– -$413K -10,100 Closed
T
571
TRUADVICE
Florida
– -$394K -9,390 Closed
NRI
572
NFP Retirement Inc
California
– -$382K -9,346 Closed
KWM
573
Keebeck Wealth Management
Illinois
– -$380K -9,292 Closed
FHC
574
First Heartland Consultants
Missouri
– -$360K -8,813 Closed
CAM
575
Concorde Asset Management
Michigan
– -$346K -8,469 Closed
21 22
23
24 25