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iShares 0-5 Year High Yield Corporate Bond ETF

457 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

2% more funds holding

Funds holding: 450457 (+7)

1.24% more ownership

Funds ownership: 67.64%68.88% (+1.2%)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 180

95% less capital invested

Capital invested by funds: $63B → $3.29B (-$59.7B)

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.7%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.56%
New
72
Increased
151
Reduced
180
Closed
59
Calls
$500K
Puts
Net Calls
+$500K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
51
Greystone Financial Group
Michigan
$11.8M -$3.62M -85,599 -23%
BCWM
52
Bartlett & Co Wealth Management
Ohio
$11.7M -$636K -15,045 -5%
BC
53
Bartlett & Co
Ohio
$11.7M -$636K -15,045 -5%
Betterment LLC
54
Betterment LLC
New York
$11M -$1.75M -41,431 -13%
MMA
55
Miracle Mile Advisors
California
$11M +$7.56M +178,775 +194%
JBA
56
Johnson Bixby & Associates
Washington
$10.9M -$2.62M -61,948 -19%
BC
57
Brookfield Corp
Ontario, Canada
$9.79M -$11.7M -276,777 -53%
TCMP
58
Thrive Capital Management (Pennsylvania)
Pennsylvania
$9.43M -$1.58M -37,241 -14%
SWP
59
Stratos Wealth Partners
Ohio
$9.25M +$357K +8,446 +4%
AA
60
Alesco Advisors
New York
$9M +$37.2K +880 +0.4%
AI
61
Atria Investments
North Carolina
$8.98M +$4.77M +112,724 +104%
KL
62
KilterHowling LLC
Colorado
$8.8M +$8.85M +209,232 +2,707%
FCIM
63
Fairview Capital Investment Management
California
$8.58M +$1.06M +25,100 +13%
WF
64
Williams Financial
Vermont
$8.47M +$8.83M +208,856 New
TCM
65
Towercrest Capital Management
Pennsylvania
$8.13M -$72.5K -1,713 -0.8%
NYLIM
66
New York Life Investment Management
New York
$7.85M -$1.57M -37,010 -16%
PFM
67
Peak Financial Management
Massachusetts
$7.78M +$89.7K +2,120 +1%
DWP
68
Destiny Wealth Partners
Florida
$7.76M -$350K -8,286 -4%
Citadel Advisors
69
Citadel Advisors
Florida
$7.67M +$8M +189,061 New
MFWM
70
Motley Fool Wealth Management
Virginia
$7.66M -$479K -11,333 -6%
FFA
71
First Foundation Advisors
California
$7.4M -$1.12M -26,496 -13%
RWG
72
Regal Wealth Group
California
$7.33M -$269K -6,358 -3%
DAS
73
Dynamic Advisor Solutions
Arizona
$6.92M +$1.38M +32,579 +24%
EL
74
Essex LLC
Illinois
$6.87M -$2.82M -66,588 -28%
IWMWV
75
Ironwood Wealth Management (West Virginia)
West Virginia
$6.79M +$68.9K +1,630 +1%

SHYG Hedge Fund Activity: Q2 2022 in Review

457 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2022, worth a combined $3.29B — down 95% from $63B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SHYG positions and 59 closed out — a net gain of 13 holders — while 151 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $193M. The largest seller was Invesco, exiting entirely with an estimated $83.5M sold.

  • 457 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2022, up from 450 in Q1 2022.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 72 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2022 and 59 closed out, a net change of +13 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $193M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2022 was Invesco, an estimated $83.5M sold.

Based on aggregated 13F filings for Q2 2022.