We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

369 hedge funds and large institutions have $3.09B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 176 increasing their positions, 82 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 82

85% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 40

31% more capital invested

Capital invested by funds: $2.36B → $3.09B (+$724M)

9% more funds holding

Funds holding: 337369 (+32)

1.59% more ownership

Funds ownership: 70.28%71.88% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

Holders
369
Holders Change
+32
Holders Change %
+9.5%
% of All Funds
7.56%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
74
Increased
176
Reduced
82
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
126
High Falls Advisors
New York
$2.35M +$2.02M +47,797 +678%
IFS
127
Ifrah Financial Services
Arkansas
$2.32M +$56K +1,325 +3%
WTC
128
WhitTier Trust Company
Nevada
$2.26M +$2.22M +52,650 New
SMG
129
Spectrum Management Group
Indiana
$2.25M +$120K +2,842 +6%
AWE
130
Avidian Wealth Enterprises
Texas
$2.22M +$944K +22,346 +76%
SPC
131
Sigma Planning Corp
Michigan
$2.19M +$113K +2,671 +6%
KPWG
132
KFA Private Wealth Group
Virginia
$2.08M -$923K -21,843 -31%
FI
133
FormulaFolio Investments
Michigan
$2.03M -$1.45M -34,349 -42%
EH
134
Equitable Holdings
New York
$2.02M +$833K +19,724 +72%
NL
135
NWAM LLC
Washington
$1.99M +$1.96M +46,375 New
TGAM
136
TBH Global Asset Management
Tennessee
$1.9M -$187K -4,432 -9%
SFS
137
Sowell Financial Services
Arkansas
$1.88M +$982K +23,234 +113%
SPIA
138
Steward Partners Investment Advisory
New York
$1.84M +$284K +6,726 +19%
RCA
139
Rowland Carmichael Advisors
Arizona
$1.84M +$198K +4,679 +12%
LFG
140
LifePlan Financial Group
Ohio
$1.82M +$196K +4,637 +12%
LWM
141
Liberty Wealth Management
California
$1.73M +$567K +13,422 +50%
PWA
142
Physician Wealth Advisors
Utah
$1.68M +$23.7K +561 +2%
ACS
143
Archford Capital Strategies
Illinois
$1.64M +$1.37M +32,342 +547%
VIM
144
Vista Investment Management
Pennsylvania
$1.63M -$59.4K -1,405 -4%
I
145
INVST
Indiana
$1.62M +$626K +14,820 +64%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$1.6M +$54.5K +1,289 +4%
SFO
147
Stokes Family Office
Louisiana
$1.59M -$8.11M -191,908 -84%
BSAM
148
Blue Sky Asset Management
Colorado
$1.57M +$4.48K +106 +0.3%
JSL
149
JT Stratford LLC
Georgia
$1.57M +$1.55M +36,623 New
NGA
150
Naples Global Advisors
Florida
$1.57M +$2.54K +60 +0.2%

SHYG Hedge Fund Activity: Q2 2020 in Review

369 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2020, worth a combined $3.09B — up 31% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SHYG positions and 40 closed out — a net gain of 34 holders — while 176 added to existing stakes and 82 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $113M. The largest seller was Osaic Holdings, cutting an estimated $200M.

  • 369 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2020, up from 337 in Q1 2020.
  • Funds reported $3.09B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2020, up 31% quarter-over-quarter.
  • 74 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2020 and 40 closed out, a net change of +34 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $113M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2020.