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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
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$13.9M +$13.9M +305,873 New
BC
52
Bartlett & Co
Ohio
$13.1M +$2.56M +56,425 +24%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$13.1M +$2.56M +56,425 +24%
IA
54
IndexIQ Advisors
New York
$13M +$11.8M +261,254 +990%
Truist Financial
55
Truist Financial
North Carolina
$12.9M +$1.63M +35,887 +14%
FAP
56
Financial Advisory Partners
Florida
$12.3M +$12.3M +272,207 New
AA
57
Alesco Advisors
New York
$11.5M +$1.63M +36,050 +17%
BBVA
58
Banco Bilbao Vizcaya Argentaria
Spain
$11.3M +$11.3M +250,000 New
MAM
59
Meeder Asset Management
Ohio
$11.1M -$344K -7,596 -3%
MM
60
Main Management
California
$10.9M +$962K +21,215 +10%
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$10.6M -$6.22M -137,334 -37%
Deutsche Bank
62
Deutsche Bank
Germany
$10.2M
Betterment LLC
63
Betterment LLC
New York
$10.1M +$3.2M +70,551 +46%
TCMP
64
Thrive Capital Management (Pennsylvania)
Pennsylvania
$9.98M +$2.25M +49,614 +29%
SWP
65
Stratos Wealth Partners
Ohio
$9.79M +$1.85M +40,896 +23%
CCM
66
Crabel Capital Management
California
$9.63M +$7.33M +161,788 +319%
DP
67
Divergent Planning
Maryland
$9.53M +$799K +17,635 +9%
FI
68
Fosun International
China
$9.18M
TCM
69
Towercrest Capital Management
Pennsylvania
$8.87M -$139K -3,074 -2%
RIG
70
RiverFront Investment Group
Virginia
$8.8M +$8.8M +194,182 New
RWG
71
Regal Wealth Group
California
$8.76M +$347K +7,652 +4%
FCIM
72
Fairview Capital Investment Management
California
$8.46M +$99.8K +2,202 +1%
FSG
73
Financial Strategies Group
Michigan
$8.1M +$626K +13,819 +8%
JBA
74
Johnson Bixby & Associates
Washington
$8.07M +$1.88M +41,575 +30%
WP
75
WealthSource Partners
California
$8.04M -$298K -6,570 -4%

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.