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iShares 0-5 Year High Yield Corporate Bond ETF

457 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

2% more funds holding

Funds holding: 450457 (+7)

1.24% more ownership

Funds ownership: 67.64%68.88% (+1.2%)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 180

95% less capital invested

Capital invested by funds: $63B → $3.29B (-$59.7B)

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.7%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.56%
New
72
Increased
151
Reduced
180
Closed
59
Calls
$500K
Puts
Net Calls
+$500K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$6.51M +$59.4K +1,405 +0.9%
HIM
77
Hanlon Investment Management
New Jersey
$6.34M +$71.5K +1,691 +1%
TAM
78
Tocqueville Asset Management
New York
$6.29M -$768K -18,158 -10%
BBW
79
Blue Barn Wealth
Utah
$6.27M -$19.4K -458 -0.3%
MML Investors Services
80
MML Investors Services
Massachusetts
$6.26M +$3.26M +76,984 +100%
WA
81
Wambolt & Associates
Colorado
$6.09M +$573K +13,552 +10%
FSG
82
Financial Strategies Group
Michigan
$5.91M -$726K -17,153 -11%
PAG
83
Powers Advisory Group
Illinois
$5.86M +$235K +5,553 +4%
GM
84
GeoWealth Management
Illinois
$5.83M +$1.53M +36,099 +34%
UCFA
85
United Capital Financial Advisors
Texas
$5.79M -$776K -18,344 -11%
Creative Planning
86
Creative Planning
Kansas
$5.33M +$2.48M +58,688 +81%
SIC
87
Sigma Investment Counselors
Michigan
$5.3M +$269K +6,352 +5%
JP Morgan Chase
88
JP Morgan Chase
New York
$5.3M +$1.4M +32,991 +34%
WP
89
WealthSource Partners
California
$5.28M -$885K -20,928 -14%
Sumitomo Mitsui Trust Group
90
Sumitomo Mitsui Trust Group
Japan
$5.26M -$1.17M -27,576 -18%
CWM
91
Curi Wealth Management
North Carolina
$5.19M +$653K +15,441 +14%
AWS
92
Atria Wealth Solutions
New York
$4.67M +$1.06M +25,025 +28%
BCP
93
Blue Chip Partners
Michigan
$4.4M +$4.59M +108,473 New
AA
94
Advisory Alpha
Michigan
$4.35M +$361K +8,532 +9%
CHC
95
City Holding Co
West Virginia
$4.34M -$36.5K -863 -0.8%
DF
96
Donoghue Forlines
Massachusetts
$4.26M -$409K -9,661 -8%
PAS
97
Park Avenue Securities
New York
$4.26M +$2.04M +48,221 +85%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$4.25M +$4.44M +104,921 New
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$4.16M +$2.58M +60,900 +146%
AWMG
100
Alliance Wealth Management Group
New Jersey
$4.12M -$79.8K -1,886 -2%

SHYG Hedge Fund Activity: Q2 2022 in Review

457 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2022, worth a combined $3.29B — down 95% from $63B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SHYG positions and 59 closed out — a net gain of 13 holders — while 151 added to existing stakes and 180 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $193M. The largest seller was Invesco, exiting entirely with an estimated $83.5M sold.

  • 457 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2022, up from 450 in Q1 2022.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2022, down 95% quarter-over-quarter.
  • 72 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2022 and 59 closed out, a net change of +13 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $193M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2022 was Invesco, an estimated $83.5M sold.

Based on aggregated 13F filings for Q2 2022.