iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
568 hedge funds and large institutions have $7.49B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 204 increasing their positions, 148 reducing their positions, and 38 closing their positions.
337% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 38
141% more capital invested
Capital invested by funds: $3.1B → $7.49B (+$4.38B)
38% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 148
31% more funds holding in top 10
Funds holding in top 10: 32 → 42 (+10)
27% more funds holding
Funds holding: 446 → 568 (+122)
12.97% more ownership
Funds ownership: 67.89% → 80.86% (+13%)
95% less call options, than puts
Call options by funds: $472K | Put options by funds: $9.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$956M |
| 2 |
LPL Financial
San Diego,
California
|
+$205M |
| 3 |
Morgan Stanley
New York
|
+$132M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$117M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$28M |
| 2 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$26.8M |
| 3 |
AssetMark Inc
Concord,
California
|
-$16.8M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$16.6M |
| 5 |
DP
Divergent Planning
Bethesda,
Maryland
|
-$14.6M |
SHYG Hedge Fund Activity: Q4 2022 in Review
568 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2022, worth a combined $7.49B — up 141% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new SHYG positions and 38 closed out — a net gain of 128 holders — while 204 added to existing stakes and 148 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $956M. The largest seller was CFS Investment Advisory Services, cutting an estimated $28M.
- 568 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2022, up from 446 in Q3 2022.
- Funds reported $7.49B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2022, up 141% quarter-over-quarter.
- 166 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2022 and 38 closed out, a net change of +128 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $956M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $28M sold.
Based on aggregated 13F filings for Q4 2022.