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iShares 0-5 Year High Yield Corporate Bond ETF

369 hedge funds and large institutions have $3.09B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 176 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 82

85% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 40

31% more capital invested

Capital invested by funds: $2.36B → $3.09B (+$724M)

9% more funds holding

Funds holding: 337369 (+32)

1.59% more ownership

Funds ownership: 70.28%71.88% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
369
Holders Change
+32
Holders Change %
+9.5%
% of All Funds
7.56%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
74
Increased
176
Reduced
82
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$5.28M +$3.09M +73,054 +146%
PFG
77
PAX Financial Group
Texas
$5.04M +$313K +7,412 +7%
WT
78
Whittier Trust
California
$5M +$4.92M +116,550 New
UCFA
79
United Capital Financial Advisors
Texas
$5M -$1.98M -46,804 -29%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$4.99M +$1.29M +30,551 +36%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$4.86M +$3.35M +79,288 +235%
LWA
82
Lineweaver Wealth Advisors
Ohio
$4.8M +$309K +7,309 +7%
DADC
83
D.A. Davidson & Co
Montana
$4.77M +$2.06M +48,843 +78%
AA
84
Alesco Advisors
New York
$4.71M +$19K +450 +0.4%
CS
85
Comerica Securities
Michigan
$4.48M +$586K +13,873 +15%
AI
86
Atria Investments
North Carolina
$4.45M +$1.24M +29,323 +39%
IWP
87
Icon Wealth Partners
Texas
$4.45M +$1.63M +38,544 +59%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$4.26M +$1.51M +35,774 +56%
TSA
89
Tri-Star Advisors
Texas
$4.24M +$4.1M +97,039 New
SHJ
90
Sharkey, Howes & Javer
Colorado
$4.21M +$744K +17,619 +22%
Sumitomo Mitsui Trust Group
91
Sumitomo Mitsui Trust Group
Japan
$4.19M +$4.14M +98,060 New
PH
92
Pinnacle Holdings
Oklahoma
$4.14M -$598K -14,155 -13%
CS
93
Credit Suisse
Switzerland
$4.09M +$4.02M +95,263 New
C1AG
94
Client 1st Advisory Group
Florida
$4.07M +$2.01M +47,475 +106%
GWM
95
Geneos Wealth Management
Colorado
$3.96M +$1.21M +28,761 +45%
RJA
96
Raymond James & Associates
Florida
$3.91M -$218K -5,165 -5%
OAP
97
One Advisory Partners
Kansas
$3.81M +$3.75M +88,845 New
CC
98
Copperleaf Capital
North Carolina
$3.65M +$321K +7,595 +10%
HPC
99
Hobart Private Capital
North Carolina
$3.63M +$916K +21,695 +34%
CT
100
Coastline Trust
Rhode Island
$3.62M -$691K -16,360 -16%

SHYG Hedge Fund Activity: Q2 2020 in Review

369 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2020, worth a combined $3.09B — up 31% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SHYG positions and 40 closed out — a net gain of 34 holders — while 176 added to existing stakes and 82 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $113M. The largest seller was Osaic Holdings, cutting an estimated $200M.

  • 369 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2020, up from 337 in Q1 2020.
  • Funds reported $3.09B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2020, up 31% quarter-over-quarter.
  • 74 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2020 and 40 closed out, a net change of +34 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $113M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2020.