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iShares 0-5 Year High Yield Corporate Bond ETF

457 hedge funds and large institutions have $3.34B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 136 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 38

29% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 136

11% more funds holding

Funds holding: 413457 (+44)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

1.64% more ownership

Funds ownership: 59.44%61.08% (+1.6%)

2% more capital invested

Capital invested by funds: $3.29B → $3.34B (+$50.8M)

Holders
457
Holders Change
+44
Holders Change %
+10.65%
% of All Funds
7.03%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.45%
New
88
Increased
176
Reduced
136
Closed
38
Calls
$320K
Puts
Net Calls
+$320K
Net Calls Change
+$320K
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
76
Aberdeen Group
United Kingdom
$7.97M
NYLIM
77
New York Life Investment Management
New York
$7.93M +$2.56M +56,434 +48%
PFM
78
Peak Financial Management
Massachusetts
$7.9M +$26.2K +577 +0.3%
CT
79
Coastline Trust
Rhode Island
$7.82M +$630K +13,890 +9%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$7.72M +$3.76M +82,998 +95%
Sumitomo Mitsui Trust Group
81
Sumitomo Mitsui Trust Group
Japan
$7.42M -$505K -11,145 -6%
IWMWV
82
Ironwood Wealth Management (West Virginia)
West Virginia
$7.32M +$65.8K +1,451 +0.9%
DADC
83
D.A. Davidson & Co
Montana
$7.11M +$932K +20,574 +15%
WT
84
Whittier Trust
California
$7.01M +$491K +10,834 +8%
HIM
85
Hanlon Investment Management
New Jersey
$7M
LWA
86
LWS Wealth Advisors
New Jersey
$6.94M +$202K +4,461 +3%
HWA
87
HCR Wealth Advisors
California
$6.94M +$148K +3,265 +2%
SCA
88
Snowden Capital Advisors
New York
$6.89M +$1.33M +29,444 +24%
BBW
89
Blue Barn Wealth
Utah
$6.88M +$987K +21,785 +17%
BBHBI
90
B, B, H, & B Inc
Alabama
$6.86M +$386K +8,525 +6%
GGS
91
Galvin Gaustad & Stein
Arizona
$6.63M -$1.78M -39,351 -21%
CWAF
92
Core Wealth Advisors (Florida)
Florida
$6.26M +$37.5K +828 +0.6%
RWA
93
Redhawk Wealth Advisors
Minnesota
$6.04M -$237K -5,235 -4%
SWP
94
ShoreHaven Wealth Partners
New Jersey
$5.93M +$29K +640 +0.5%
MBT
95
Montecito Bank & Trust
California
$5.92M +$376K +8,291 +7%
AA
96
Advisory Alpha
Michigan
$5.83M +$174K +3,842 +3%
SIC
97
Sigma Investment Counselors
Michigan
$5.79M +$157K +3,457 +3%
CCA
98
Cadent Capital Advisors
Oklahoma
$5.59M +$401K +8,840 +8%
WA
99
Wambolt & Associates
Colorado
$5.46M +$375K +8,280 +7%
CW
100
CreativeOne Wealth
Kansas
$5.42M -$189K -4,162 -3%

SHYG Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2021, worth a combined $3.34B — up 1.5% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SHYG positions and 38 closed out — a net gain of 50 holders — while 176 added to existing stakes and 136 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $39.3M. The largest seller was Bramshill Investments, cutting an estimated $132M.

  • 457 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2021, up from 413 in Q3 2021.
  • Funds reported $3.34B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 88 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2021 and 38 closed out, a net change of +50 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2021 was Invesco, an estimated $39.3M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2021 was Bramshill Investments, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2021.