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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
UCFA
101
United Capital Financial Advisors
Texas
$5.36M +$511K +11,264 +11%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$5.16M -$117K -2,578 -2%
SC
103
Scotia Capital
Ontario, Canada
$5.02M +$1.82M +40,201 +57%
CHC
104
City Holding Co
West Virginia
$4.8M +$899K +19,830 +22%
PAG
105
Powers Advisory Group
Illinois
$4.74M +$4.75M +104,692 New
CWM
106
Curi Wealth Management
North Carolina
$4.71M +$659K +14,550 +16%
MAWAG
107
Mid-American Wealth Advisory Group
Missouri
$4.6M +$4.6M +101,571 New
AWMG
108
Alliance Wealth Management Group
New Jersey
$4.57M -$96.8K -2,135 -2%
DAS
109
Dynamic Advisor Solutions
Arizona
$4.57M -$210K -4,638 -4%
1WM
110
1900 Wealth Management
Texas
$4.49M -$1.02M -22,497 -18%
MML Investors Services
111
MML Investors Services
Massachusetts
$4.44M -$295K -6,515 -6%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$4.43M -$650K -14,337 -13%
SFA
113
Semmax Financial Advisors
North Carolina
$4.41M +$960K +21,177 +28%
Creative Planning
114
Creative Planning
Kansas
$4.37M -$1.24M -27,291 -22%
NGA
115
Naples Global Advisors
Florida
$4M +$134K +2,947 +3%
CA
116
Cetera Advisors
Colorado
$3.95M -$2.83M -62,546 -42%
BI
117
Ballast Inc
Kentucky
$3.78M -$48K -1,059 -1%
GEM
118
Global Endowment Management
North Carolina
$3.78M +$2.9M +63,985 +330%
Nomura Asset Management
119
Nomura Asset Management
Japan
$3.68M +$1.32M +29,039 +56%
PAS
120
Park Avenue Securities
New York
$3.66M -$966K -21,312 -21%
OPS
121
Orion Portfolio Solutions
Nebraska
$3.5M +$193K +4,267 +6%
CWMU
122
Caliber Wealth Management (Utah)
Utah
$3.5M +$1.6M +35,322 +84%
SIA
123
SeaBridge Investment Advisors
New Jersey
$3.46M -$1.46M -32,195 -30%
MLM
124
Mount Lucas Management
Pennsylvania
$3.4M -$319K -7,033 -9%
TC
125
Toews Corporation
New Jersey
$3.4M -$3.4M -75,000 -50%

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.