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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
NYLIM
101
New York Life Investment Management
New York
$5.42M -$1.99M -43,429 -27%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$5.24M +$118K +2,578 +2%
CCA
103
Cadent Capital Advisors
Oklahoma
$5.24M +$363K +7,936 +7%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$5.13M -$311K -6,807 -6%
WA
105
Wambolt & Associates
Colorado
$5.11M +$1.63M +35,735 +47%
SIA
106
SeaBridge Investment Advisors
New Jersey
$4.96M -$26K -569 -0.5%
UCFA
107
United Capital Financial Advisors
Texas
$4.89M +$1.19M +26,086 +32%
BCI
108
Brinker Capital Investments
Pennsylvania
$4.83M -$14.9M -325,055 -75%
DAS
109
Dynamic Advisor Solutions
Arizona
$4.82M +$236K +5,158 +5%
MML Investors Services
110
MML Investors Services
Massachusetts
$4.78M -$53K -1,158 -1%
AWMG
111
Alliance Wealth Management Group
New Jersey
$4.71M +$159K +3,478 +3%
PAS
112
Park Avenue Securities
New York
$4.67M +$377K +8,234 +9%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$4.64M +$295K +6,439 +7%
CWM
114
Curi Wealth Management
North Carolina
$4.08M +$679K +14,836 +20%
CHC
115
City Holding Co
West Virginia
$4.04M +$1.36M +29,673 +50%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$3.99M +$1.28M +27,917 +47%
NGA
117
Naples Global Advisors
Florida
$3.9M +$226K +4,933 +6%
BI
118
Ballast Inc
Kentucky
$3.86M +$75.2K +1,644 +2%
JP Morgan Chase
119
JP Morgan Chase
New York
$3.84M -$425K -9,282 -10%
MLM
120
Mount Lucas Management
Pennsylvania
$3.75M -$217K -4,736 -5%
SFA
121
Semmax Financial Advisors
North Carolina
$3.48M +$2.04M +44,562 +141%
EF
122
Empowered Funds
Pennsylvania
$3.45M +$3.47M +75,744 New
OPS
123
Orion Portfolio Solutions
Nebraska
$3.34M -$421K -9,193 -11%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$3.32M -$6.17M -134,858 -65%
SC
125
Scotia Capital
Ontario, Canada
$3.23M +$2.21M +48,250 +216%

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.