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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
CWAF
101
Core Wealth Advisors (Florida)
Florida
$4.08M -$1.75M -41,275 -29%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$4.07M +$3.57M +84,370 +526%
RWA
103
Redhawk Wealth Advisors
Minnesota
$4.02M +$369K +8,714 +10%
JSL
104
JT Stratford LLC
Georgia
$3.95M -$485K -11,474 -11%
BPA
105
Beacon Pointe Advisors
California
$3.85M -$12.9M -304,442 -76%
VIA
106
Vident Investment Advisory
Georgia
$3.84M +$304K +7,181 +8%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$3.8M -$386K -9,136 -9%
NA
108
NewEdge Advisors
Louisiana
$3.75M +$2.23M +52,801 +133%
CT
109
Coastline Trust
Rhode Island
$3.71M -$2.36M -55,840 -38%
BI
110
Ballast Inc
Kentucky
$3.62M +$91.7K +2,168 +2%
MBT
111
Montecito Bank & Trust
California
$3.62M -$1.64M -38,672 -30%
GEM
112
Global Endowment Management
North Carolina
$3.38M
GWM
113
Geneos Wealth Management
Colorado
$3.22M +$281K +6,633 +9%
KAS
114
Kestra Advisory Services
Texas
$3.2M -$344K -8,143 -9%
NGA
115
Naples Global Advisors
Florida
$3.18M -$455K -10,765 -12%
LWA
116
LWS Wealth Advisors
New Jersey
$3.14M -$3.32M -78,402 -50%
VPW
117
Vericrest Private Wealth
Pennsylvania
$3.03M -$72.2K -1,706 -2%
1WM
118
1900 Wealth Management
Texas
$3.03M -$284K -6,721 -8%
SIA
119
SeaBridge Investment Advisors
New Jersey
$3.03M +$1.27K +30 +0%
Goldman Sachs
120
Goldman Sachs
New York
$2.96M +$10.9K +257 +0.4%
CWMU
121
Caliber Wealth Management (Utah)
Utah
$2.94M +$179K +4,231 +6%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$2.92M -$139K -3,287 -4%
SW
123
Simplicity Wealth
New Jersey
$2.85M +$2.28M +53,876 +327%
CCA
124
Cadent Capital Advisors
Oklahoma
$2.85M -$156K -3,677 -5%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$2.85M +$1.41M +33,289 +90%

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.