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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
ASN
126
Advisory Services Network
Georgia
$2.73M +$37.3K +882 +1%
MFG
127
Merit Financial Group
Georgia
$2.66M +$2.77M +65,493 New
ML
128
McAdam LLC
Pennsylvania
$2.65M +$2.26M +53,521 +456%
LFA
129
Level Financial Advisors
New York
$2.65M +$234K +5,544 +9%
DC
130
Davenport & Co
Virginia
$2.62M -$309K -7,298 -10%
OCM
131
One Capital Management
California
$2.6M -$105K -2,479 -4%
SC
132
Scotia Capital
Ontario, Canada
$2.58M -$560K -13,251 -17%
IFS
133
Ifrah Financial Services
Arkansas
$2.54M +$10.6K +251 +0.4%
MAG
134
MRA Advisory Group
New Jersey
$2.5M -$7.28K -172 -0.3%
CAG
135
Curtis Advisory Group
California
$2.48M +$102K +2,414 +4%
Prudential Financial
136
Prudential Financial
New Jersey
$2.38M +$221K +5,224 +10%
CA
137
Continuum Advisory
Idaho
$2.36M +$584K +13,796 +31%
FF
138
Friedenthal Financial
New Jersey
$2.35M +$2.46M +58,047 New
RA
139
RiverTree Advisors
Florida
$2.32M +$2.42M +57,156 New
BAAM
140
Baker Avenue Asset Management
California
$2.28M +$1.3M +30,778 +120%
SWRP
141
Summit Wealth & Retirement Planning
California
$2.26M -$32.1K -758 -1%
SFA
142
Source Financial Advisors
New York
$2.06M +$1.23M +29,051 +134%
HWA
143
HCR Wealth Advisors
California
$2.01M -$4.39M -103,766 -68%
WFC
144
Western Financial Corp
California
$1.95M +$71.2K +1,683 +4%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$1.93M -$497K -11,752 -20%
GPA
146
Guidance Point Advisors
Massachusetts
$1.91M +$409K +9,673 +26%
1IA
147
1834 Investment Advisors
Wisconsin
$1.88M +$165K +3,898 +9%
AG
148
Ascent Group
Virginia
$1.86M +$22.9K +541 +1%
SRSA
149
S.R. Schill & Associates
Washington
$1.85M -$163K -3,849 -8%
SCA
150
Snowden Capital Advisors
New York
$1.83M -$4.48M -105,936 -70%

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.