We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

407 hedge funds and large institutions have $2.71B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 137 increasing their positions, 176 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 441407 (-34)

11.3% less ownership

Funds ownership: 70.83%59.53% (-11%)

22% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 176

22% less funds holding in top 10

Funds holding in top 10: 2721 (-6)

34% less capital invested

Capital invested by funds: $4.09B → $2.71B (-$1.39B)

39% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 75

Holders
407
Holders Change
-34
Holders Change %
-7.71%
% of All Funds
7.15%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
46
Increased
137
Reduced
176
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
101
Stone House Investment Management
Pennsylvania
$3.8M
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$3.79M -$2.79M -61,302 -43%
AA
103
Advisory Alpha
Michigan
$3.77M +$3.75M +82,284 New
KPWG
104
KFA Private Wealth Group
Virginia
$3.77M +$344K +7,557 +10%
PAS
105
Park Avenue Securities
New York
$3.77M -$56.5M -1,241,320 -94%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$3.71M -$317K -6,970 -8%
BI
107
Ballast Inc
Kentucky
$3.49M +$65.7K +1,444 +2%
DAS
108
Dynamic Advisor Solutions
Arizona
$3.43M +$1.54M +33,898 +83%
NGA
109
Naples Global Advisors
Florida
$3.14M +$494K +10,841 +19%
HIM
110
HawsGoodwin Investment Management
Tennessee
$3.14M -$5.34M -117,347 -63%
WI
111
WBI Investments
New Jersey
$3.1M +$3.08M +67,612 New
FCA
112
FLC Capital Advisors
California
$3.08M -$5.32M -116,815 -63%
WTC
113
WhitTier Trust Company
Nevada
$2.96M +$107K +2,350 +4%
GWM
114
Geneos Wealth Management
Colorado
$2.94M -$19.5K -429 -0.7%
VFM
115
Vivid Financial Management
California
$2.82M -$442K -9,700 -14%
Barclays
116
Barclays
United Kingdom
$2.79M +$2.78M +60,961 New
WI
117
Wintrust Investments
Illinois
$2.75M +$2.74M +60,134 New
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M -$920K -20,206 -25%
Betterment LLC
119
Betterment LLC
New York
$2.71M -$281K -6,175 -9%
CWM
120
Curi Wealth Management
North Carolina
$2.7M +$276K +6,071 +11%
IFS
121
Ifrah Financial Services
Arkansas
$2.62M +$50.3K +1,106 +2%
CAG
122
Curtis Advisory Group
California
$2.6M +$152K +3,333 +6%
SFG
123
Sovereign Financial Group
Connecticut
$2.6M +$179K +3,935 +7%
SWP
124
ShoreHaven Wealth Partners
New Jersey
$2.54M +$2.53M +55,477 New
Millennium Management
125
Millennium Management
New York
$2.44M -$2.01M -44,058 -45%