iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
489 hedge funds and large institutions have $4.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 170 increasing their positions, 208 reducing their positions, and 53 closing their positions.
9% more capital invested
Capital invested by funds: $3.69B → $4.03B (+$338M)
3.06% more ownership
Funds ownership: 72.93% → 76% (+3.1%)
2% less funds holding
Funds holding: 500 → 489 (-11)
11% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 53
18% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 208
21% less funds holding in top 10
Funds holding in top 10: 38 → 30 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$134M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$98.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$85M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$58.1M |
| 5 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$128M |
| 2 |
Jane Street
New York
|
-$104M |
| 3 |
AssetMark Inc
Concord,
California
|
-$33.6M |
| 4 |
BlackRock
New York
|
-$29.4M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$15.7M |
SHYG Hedge Fund Activity: Q2 2023 in Review
489 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2023, worth a combined $4.03B — up 9.2% from $3.69B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of SHYG and 47 opened new positions — a net loss of 6 holders — while 208 trimmed existing stakes and 170 added.
The largest buyer was Ocean Park Asset Management, opening a new position worth an estimated $134M. The largest seller was Liberty Mutual Group Asset Management, exiting entirely with an estimated $128M sold.
- 489 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2023, down from 500 in Q1 2023.
- Funds reported $4.03B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2023, up 9.2% quarter-over-quarter.
- 47 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2023 and 53 closed out, a net change of -6 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2023 was Ocean Park Asset Management, an estimated $134M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2023 was Liberty Mutual Group Asset Management, an estimated $128M sold.
Based on aggregated 13F filings for Q2 2023.