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iShares 0-5 Year High Yield Corporate Bond ETF

401 hedge funds and large institutions have $3.12B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 201 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 114

38% more funds holding in top 10

Funds holding in top 10: 2129 (+8)

15% more capital invested

Capital invested by funds: $2.71B → $3.12B (+$415M)

0.43% less ownership

Funds ownership: 59.53%59.1% (-0.43%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

1% less funds holding

Funds holding: 407401 (-6)

Holders
401
Holders Change
-6
Holders Change %
-1.47%
% of All Funds
6.98%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.5%
New
32
Increased
201
Reduced
114
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
101
Betterment LLC
New York
$5.09M +$2.35M +51,207 +86%
SIA
102
SeaBridge Investment Advisors
New Jersey
$5.02M -$94.7K -2,066 -2%
SWP
103
ShoreHaven Wealth Partners
New Jersey
$4.96M +$2.39M +52,144 +94%
CCA
104
Cadent Capital Advisors
Oklahoma
$4.91M +$768K +16,766 +19%
MML Investors Services
105
MML Investors Services
Massachusetts
$4.87M -$344K -7,498 -7%
MBT
106
Montecito Bank & Trust
California
$4.74M +$493K +10,750 +12%
DAS
107
Dynamic Advisor Solutions
Arizona
$4.62M +$1.17M +25,451 +34%
AWMG
108
Alliance Wealth Management Group
New Jersey
$4.58M -$9.12K -199 -0.2%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$4.38M -$170K -3,703 -4%
CW
110
CreativeOne Wealth
Kansas
$4.38M +$3.93M +85,641 +915%
PAS
111
Park Avenue Securities
New York
$4.33M +$539K +11,756 +14%
JP Morgan Chase
112
JP Morgan Chase
New York
$4.3M -$9.9M -216,050 -70%
SFS
113
Sowell Financial Services
Arkansas
$4.05M +$2.56M +55,758 +174%
MLM
114
Mount Lucas Management
Pennsylvania
$4M +$128K +2,790 +3%
Lazard Asset Management
115
Lazard Asset Management
New York
$3.89M
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$3.84M +$108K +2,350 +3%
BI
117
Ballast Inc
Kentucky
$3.81M +$302K +6,590 +9%
OPS
118
Orion Portfolio Solutions
Nebraska
$3.79M -$139K -3,039 -4%
UCFA
119
United Capital Financial Advisors
Texas
$3.73M +$1.72M +37,531 +86%
NGA
120
Naples Global Advisors
Florida
$3.71M +$545K +11,900 +17%
PAG
121
Private Advisor Group
New Jersey
$3.61M +$2.04M +44,605 +132%
WA
122
Wambolt & Associates
Colorado
$3.51M +$2.14M +46,758 +158%
CWM
123
Curi Wealth Management
North Carolina
$3.43M +$709K +15,467 +26%
GWM
124
Geneos Wealth Management
Colorado
$3.23M +$279K +6,087 +9%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$3.22M +$2.78M +60,759 +670%

SHYG Hedge Fund Activity: Q2 2021 in Review

401 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2021, worth a combined $3.12B — up 15% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SHYG and 32 opened new positions — a net loss of 3 holders — while 114 trimmed existing stakes and 201 added.

The largest buyer was Chas P. Smith & Associates (CPS), opening a new position worth an estimated $66.2M. The largest seller was Flow Traders U.S., cutting an estimated $31.6M.

  • 401 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2021, down from 407 in Q1 2021.
  • Funds reported $3.12B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 32 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2021 and 35 closed out, a net change of -3 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2021 was Chas P. Smith & Associates (CPS), an estimated $66.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2021 was Flow Traders U.S., an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2021.