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iShares 0-5 Year High Yield Corporate Bond ETF

413 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

50% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 128

5% more capital invested

Capital invested by funds: $3.12B → $3.29B (+$163M)

3% more funds holding

Funds holding: 401413 (+12)

0.34% more ownership

Funds ownership: 59.1%59.44% (+0.34%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
413
Holders Change
+12
Holders Change %
+2.99%
% of All Funds
7.23%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
47
Increased
192
Reduced
128
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$12.5M +$1.61M +35,097 +15%
Allianz Asset Management
52
Allianz Asset Management
Germany
$12.3M
MAM
53
Meeder Asset Management
Ohio
$11.6M -$62.8M -1,373,341 -84%
Truist Financial
54
Truist Financial
North Carolina
$11.3M +$1.39M +30,488 +14%
BC
55
Bartlett & Co
Ohio
$10.6M +$450K +9,832 +4%
BCWM
56
Bartlett & Co Wealth Management
Ohio
$10.6M +$450K +9,832 +4%
Deutsche Bank
57
Deutsche Bank
Germany
$10.3M -$579K -12,649 -5%
MM
58
Main Management
California
$10.1M +$2.11M +46,045 +26%
AA
59
Alesco Advisors
New York
$9.94M +$99.5K +2,175 +1%
FI
60
Fosun International
China
$9.26M +$9.27M +202,708 New
TCM
61
Towercrest Capital Management
Pennsylvania
$9.09M +$332K +7,258 +4%
DP
62
Divergent Planning
Maryland
$8.75M +$340K +7,425 +4%
RWG
63
Regal Wealth Group
California
$8.48M +$85.9K +1,877 +1%
GGS
64
Galvin Gaustad & Stein
Arizona
$8.48M -$1.63M -35,716 -16%
FCIM
65
Fairview Capital Investment Management
California
$8.44M -$272K -5,949 -3%
WP
66
WealthSource Partners
California
$8.41M +$742K +16,215 +10%
Renaissance Technologies
67
Renaissance Technologies
New York
$8.4M -$10.6M -232,000 -56%
RJA
68
Raymond James & Associates
Florida
$8.39M -$5.76M -125,838 -41%
Aberdeen Group
69
Aberdeen Group
United Kingdom
$8.04M +$8.05M +175,900 New
SWP
70
Stratos Wealth Partners
Ohio
$8.01M +$1.22M +26,580 +18%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$8M
PFM
72
Peak Financial Management
Massachusetts
$7.94M +$209K +4,578 +3%
TCMP
73
Thrive Capital Management (Pennsylvania)
Pennsylvania
$7.8M +$1M +21,949 +15%
FSG
74
Financial Strategies Group
Michigan
$7.54M +$431K +9,425 +6%
IWMWV
75
Ironwood Wealth Management (West Virginia)
West Virginia
$7.31M +$1.01M +21,971 +16%

SHYG Hedge Fund Activity: Q3 2021 in Review

413 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2021, worth a combined $3.29B — up 5.2% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SHYG positions and 27 closed out — a net gain of 20 holders — while 192 added to existing stakes and 128 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $93.2M. The largest seller was Meeder Asset Management, cutting an estimated $62.8M.

  • 413 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2021, up from 401 in Q2 2021.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 47 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2021 and 27 closed out, a net change of +20 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $93.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2021 was Meeder Asset Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2021.