We are live on ! Find out more
SHYG icon

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
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$3.19M
JSL
127
JT Stratford LLC
Georgia
$3.16M +$1.51M +33,073 +92%
GWM
128
Geneos Wealth Management
Colorado
$3.1M -$98.6K -2,155 -3%
WI
129
WBI Investments
New Jersey
$2.85M -$9.38M -204,950 -77%
WTC
130
WhitTier Trust Company
Nevada
$2.82M -$9.15K -200 -0.3%
SWRP
131
Summit Wealth & Retirement Planning
California
$2.78M -$166K -3,630 -6%
CCWA
132
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.78M -$126K -2,747 -4%
CAG
133
Curtis Advisory Group
California
$2.75M -$97.1K -2,123 -3%
IFS
134
Ifrah Financial Services
Arkansas
$2.73M +$43.9K +959 +2%
WI
135
Wintrust Investments
Illinois
$2.72M +$27.9K +610 +1%
MAG
136
MRA Advisory Group
New Jersey
$2.72M +$2.36M +51,665 +666%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$2.67M -$1.14M -24,821 -30%
CAN
138
Cetera Advisor Networks
California
$2.55M -$21.2K -464 -0.8%
ASN
139
Advisory Services Network
Georgia
$2.51M -$247K -5,407 -9%
HI
140
Harbour Investments
Wisconsin
$2.5M +$70K +1,530 +3%
OCM
141
One Capital Management
California
$2.43M -$107K -2,344 -4%
KAS
142
Kestra Advisory Services
Texas
$2.41M -$117K -2,558 -5%
Nomura Asset Management
143
Nomura Asset Management
Japan
$2.38M +$1.4M +30,700 +143%
FCA
144
FLC Capital Advisors
California
$2.36M -$55.5K -1,213 -2%
CCM
145
Crabel Capital Management
California
$2.32M -$5.72M -125,116 -71%
PAG
146
Private Advisor Group
New Jersey
$2.31M -$1.27M -27,715 -35%
SW
147
SVB Wealth
Massachusetts
$2.27M +$207K +4,530 +10%
SFG
148
Sovereign Financial Group
Connecticut
$2.24M -$354K -7,742 -14%
SRSA
149
S.R. Schill & Associates
Washington
$2.15M +$188K +4,118 +10%
5L
150
55I LLC
Massachusetts
$1.97M -$1.22M -26,697 -38%

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.