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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
VPW
126
Vericrest Private Wealth
Pennsylvania
$3.34M +$3.34M +73,657 New
JSL
127
JT Stratford LLC
Georgia
$3.31M +$183K +4,028 +6%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$3.18M +$16.8K +371 +0.5%
GWM
129
Geneos Wealth Management
Colorado
$3.15M +$60.9K +1,344 +2%
KAS
130
Kestra Advisory Services
Texas
$3.14M +$744K +16,408 +31%
JP Morgan Chase
131
JP Morgan Chase
New York
$3.12M -$696K -15,356 -18%
WTC
132
WhitTier Trust Company
Nevada
$3.07M +$270K +5,949 +10%
SFS
133
Sowell Financial Services
Arkansas
$3M +$3M +66,146 New
OCM
134
One Capital Management
California
$2.91M +$502K +11,074 +21%
IFS
135
Ifrah Financial Services
Arkansas
$2.78M +$74.2K +1,638 +3%
IIA
136
Integral Investment Advisors
California
$2.77M +$2.77M +61,125 New
CAG
137
Curtis Advisory Group
California
$2.72M -$9.74K -215 -0.4%
SWRP
138
Summit Wealth & Retirement Planning
California
$2.61M -$145K -3,202 -5%
JWCA
139
J.W. Cole Advisors
Florida
$2.6M +$2.6M +57,469 New
ATPW
140
Ashton Thomas Private Wealth
Arizona
$2.6M +$1.46M +32,222 +128%
AO
141
Advisor OS
Illinois
$2.48M +$751K +16,565 +43%
MAG
142
MRA Advisory Group
New Jersey
$2.46M -$236K -5,197 -9%
ASN
143
Advisory Services Network
Georgia
$2.41M -$73.9K -1,630 -3%
FCA
144
FLC Capital Advisors
California
$2.32M -$21.2K -468 -0.9%
CAN
145
Cetera Advisor Networks
California
$2.21M -$321K -7,075 -13%
LFA
146
Level Financial Advisors
New York
$2.18M +$2.18M +48,132 New
SRSA
147
S.R. Schill & Associates
Washington
$2.17M +$37.4K +825 +2%
WI
148
Wintrust Investments
Illinois
$2.13M -$566K -12,495 -21%
MWM
149
Mascoma Wealth Management
New Hampshire
$2.04M +$491K +10,824 +32%
ONB
150
Old National Bancorp
Indiana
$2M +$283K +6,240 +16%

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.