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iShares 0-5 Year High Yield Corporate Bond ETF

413 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

50% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 128

5% more capital invested

Capital invested by funds: $3.12B → $3.29B (+$163M)

3% more funds holding

Funds holding: 401413 (+12)

0.34% more ownership

Funds ownership: 59.1%59.44% (+0.34%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
413
Holders Change
+12
Holders Change %
+2.99%
% of All Funds
7.23%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
47
Increased
192
Reduced
128
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
76
Coastline Trust
Rhode Island
$7.25M +$1.15M +25,095 +19%
HIM
77
Hanlon Investment Management
New Jersey
$7.06M
Betterment LLC
78
Betterment LLC
New York
$7M +$1.95M +42,698 +39%
TC
79
Toews Corporation
New Jersey
$6.86M +$6.86M +150,000 New
HWA
80
HCR Wealth Advisors
California
$6.85M +$1.11M +24,211 +19%
CA
81
Cetera Advisors
Colorado
$6.85M +$229K +5,011 +3%
LWA
82
LWS Wealth Advisors
New Jersey
$6.8M +$309K +6,759 +5%
WT
83
Whittier Trust
California
$6.58M -$457K -10,000 -6%
BBHBI
84
B, B, H, & B Inc
Alabama
$6.53M +$6.54M +142,928 New
WAMC
85
Western Asset Management Company
California
$6.4M +$6.4M +140,000 New
RWA
86
Redhawk Wealth Advisors
Minnesota
$6.33M -$227K -4,964 -3%
CWAF
87
Core Wealth Advisors (Florida)
Florida
$6.27M +$266K +5,811 +4%
JBA
88
Johnson Bixby & Associates
Washington
$6.24M +$271K +5,915 +5%
DADC
89
D.A. Davidson & Co
Montana
$6.23M +$267K +5,828 +4%
FGAM
90
Financial Gravity Asset Management
Texas
$5.96M -$3.47M -75,838 -37%
SWP
91
ShoreHaven Wealth Partners
New Jersey
$5.95M +$1.04M +22,650 +21%
BBW
92
Blue Barn Wealth
Utah
$5.95M +$742K +16,220 +14%
B
93
Barings
North Carolina
$5.84M +$394K +8,622 +7%
AA
94
Advisory Alpha
Michigan
$5.7M +$362K +7,915 +7%
SIC
95
Sigma Investment Counselors
Michigan
$5.68M -$47.3K -1,034 -0.8%
Creative Planning
96
Creative Planning
Kansas
$5.66M +$3.48M +76,120 +160%
CW
97
CreativeOne Wealth
Kansas
$5.66M +$1.31M +28,732 +30%
SCA
98
Snowden Capital Advisors
New York
$5.61M +$75.9K +1,659 +1%
MBT
99
Montecito Bank & Trust
California
$5.59M +$894K +19,545 +19%
1WM
100
1900 Wealth Management
Texas
$5.56M -$2.15M -47,042 -28%

SHYG Hedge Fund Activity: Q3 2021 in Review

413 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2021, worth a combined $3.29B — up 5.2% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SHYG positions and 27 closed out — a net gain of 20 holders — while 192 added to existing stakes and 128 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $93.2M. The largest seller was Meeder Asset Management, cutting an estimated $62.8M.

  • 413 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2021, up from 401 in Q2 2021.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 47 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2021 and 27 closed out, a net change of +20 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $93.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2021 was Meeder Asset Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2021.