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iShares 0-5 Year High Yield Corporate Bond ETF

369 hedge funds and large institutions have $3.09B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 176 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 82

85% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 40

31% more capital invested

Capital invested by funds: $2.36B → $3.09B (+$724M)

9% more funds holding

Funds holding: 337369 (+32)

1.59% more ownership

Funds ownership: 70.28%71.88% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
369
Holders Change
+32
Holders Change %
+9.5%
% of All Funds
7.56%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
74
Increased
176
Reduced
82
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
51
Redhawk Wealth Advisors
Minnesota
$8.62M +$558K +13,204 +7%
GFPC
52
Global Financial Private Capital
Florida
$8.6M +$8.47M +200,464 +1,055,074%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$8.51M +$5.33M +126,099 +174%
SW
54
SteelPeak Wealth
California
$8.4M +$536K +12,699 +7%
SAS
55
Sage Advisory Services
Texas
$8.22M -$1.51M -35,740 -16%
FMT
56
First Mercantile Trust
Tennessee
$8.04M -$3.38M -80,094 -30%
5L
57
55I LLC
Massachusetts
$7.82M +$5.82M +137,788 +310%
AWM
58
AE Wealth Management
Kansas
$7.66M +$3.47M +82,142 +85%
FI
59
Fosun International
China
$7.36M
HIM
60
HawsGoodwin Investment Management
Tennessee
$7.36M +$2.91M +68,794 +67%
PI
61
PFS Investments
Georgia
$7.29M +$772K +18,274 +12%
BCM
62
Brookstone Capital Management
Illinois
$7.27M -$43.9K -1,038 -0.6%
SS
63
Simplicity Solutions
Minnesota
$6.86M +$5.22M +123,557 +339%
HIM
64
Hanlon Investment Management
New Jersey
$6.79M +$5.48M +129,665 +451%
FCIM
65
Fairview Capital Investment Management
California
$6.71M -$56.4K -1,335 -0.8%
CFG
66
Cooper Financial Group
California
$6.54M +$777K +18,398 +14%
NA
67
NewEdge Advisors
Louisiana
$6.44M +$804K +19,022 +15%
MAFM
68
Mid Atlantic Financial Management
Pennsylvania
$5.97M +$4.77M +113,012 +433%
PFM
69
Peak Financial Management
Massachusetts
$5.87M -$111K -2,629 -2%
BWM
70
Bernicke Wealth Management
Wisconsin
$5.85M -$2.17M -51,424 -27%
TCM
71
Towercrest Capital Management
Pennsylvania
$5.82M +$290K +6,854 +5%
SIC
72
Sigma Investment Counselors
Michigan
$5.71M +$5.62M +133,130 New
CA
73
Cetera Advisors
Colorado
$5.65M +$553K +13,097 +11%
FCA
74
FLC Capital Advisors
California
$5.64M +$5.22M +123,564 +1,855%
PVI
75
Partners Value Investments
Bermuda
$5.45M +$5.37M +127,012 New

SHYG Hedge Fund Activity: Q2 2020 in Review

369 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2020, worth a combined $3.09B — up 31% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SHYG positions and 40 closed out — a net gain of 34 holders — while 176 added to existing stakes and 82 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $113M. The largest seller was Osaic Holdings, cutting an estimated $200M.

  • 369 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2020, up from 337 in Q1 2020.
  • Funds reported $3.09B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2020, up 31% quarter-over-quarter.
  • 74 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2020 and 40 closed out, a net change of +34 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $113M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2020.