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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
BWP
151
Bernardo Wealth Planning
Pennsylvania
$1.56M +$146K +3,454 +10%
IA
152
IFP Advisors
Florida
$1.54M +$818K +19,352 +114%
TC
153
TAP Consulting
Missouri
$1.52M +$20.8K +493 +1%
CTA
154
Chesley Taft & Associates
Illinois
$1.51M -$103K -2,450 -7%
PAG
155
Private Advisor Group
New Jersey
$1.48M +$59.2K +1,401 +4%
MWM
156
Mattern Wealth Management
Kansas
$1.48M +$1.46M +34,560 New
OCM
157
One Capital Management
California
$1.46M -$156K -3,690 -10%
ACM
158
AlphaStar Capital Management
North Carolina
$1.46M -$1.64M -38,889 -54%
WP
159
WealthShield Partners
North Carolina
$1.45M +$602K +14,256 +73%
CAG
160
Curtis Advisory Group
California
$1.42M +$267K +6,318 +24%
DE
161
Day & Ennis
Georgia
$1.42M +$317K +7,514 +29%
FHB
162
First Hawaiian Bank
Hawaii
$1.42M +$52.6K +1,244 +4%
Jane Street
163
Jane Street
New York
$1.42M -$5.15M -121,793 -79%
FAIM
164
Financial Advocates Investment Management
Washington
$1.41M +$226K +5,357 +19%
SW
165
SVB Wealth
Massachusetts
$1.38M +$826K +19,546 +155%
WFWM
166
Wechter Feldman Wealth Management
New Jersey
$1.37M +$507 +12 +0%
Creative Planning
167
Creative Planning
Kansas
$1.35M -$110K -2,609 -8%
TFA
168
Transamerica Financial Advisors
Florida
$1.33M +$1.31M +30,929 New
Axa
169
Axa
France
$1.31M +$1.29M +30,600 New
AO
170
Advisor OS
Illinois
$1.27M +$1.25M +29,539 New
TPWA
171
TRUE Private Wealth Advisors
Oregon
$1.27M +$164K +3,891 +15%
MG
172
Mather Group
Illinois
$1.26M -$186K -4,393 -13%
BHWM
173
Bay Harbor Wealth Management
Maryland
$1.25M +$214K +5,068 +21%
APW
174
Austin Private Wealth
Texas
$1.25M +$818K +19,374 +198%
SCA
175
Snowden Capital Advisors
New York
$1.23M +$152K +3,588 +14%

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.