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iShares 0-5 Year High Yield Corporate Bond ETF

407 hedge funds and large institutions have $2.71B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 137 increasing their positions, 176 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 441407 (-34)

11.3% less ownership

Funds ownership: 70.83%59.53% (-11%)

22% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 176

22% less funds holding in top 10

Funds holding in top 10: 2721 (-6)

34% less capital invested

Capital invested by funds: $4.09B → $2.71B (-$1.39B)

39% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 75

Holders
407
Holders Change
-34
Holders Change %
-7.71%
% of All Funds
7.15%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
46
Increased
137
Reduced
176
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PH
151
Pinnacle Holdings
Oklahoma
$1.58M -$27.3K -600 -2%
PAG
152
Private Advisor Group
New Jersey
$1.55M -$30.1K -662 -2%
Creative Planning
153
Creative Planning
Kansas
$1.51M -$209K -4,584 -12%
IWAG
154
Integer Wealth Advisors Group
Georgia
$1.5M +$238K +5,218 +19%
VIM
155
Vista Investment Management
Pennsylvania
$1.49M -$69K -1,515 -4%
PAM
156
Peak Asset Management
Colorado
$1.48M +$465K +10,216 +46%
SFS
157
Sowell Financial Services
Arkansas
$1.47M -$117K -2,574 -7%
AO
158
Advisor OS
Illinois
$1.45M -$9.63M -211,496 -87%
BFA
159
Brown Financial Advisory
Alabama
$1.45M +$254K +5,582 +21%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$1.44M -$13.4M -295,129 -90%
FHB
161
First Hawaiian Bank
Hawaii
$1.44M -$65.3K -1,435 -4%
CTA
162
Chesley Taft & Associates
Illinois
$1.43M -$244K -5,360 -15%
SW
163
SVB Wealth
Massachusetts
$1.39M -$701K -15,406 -34%
SFA
164
Semmax Financial Advisors
North Carolina
$1.36M +$140K +3,081 +12%
WA
165
Wambolt & Associates
Colorado
$1.35M +$485K +10,656 +56%
BRWA
166
B. Riley Wealth Advisors
Florida
$1.32M -$2.84M -62,487 -68%
CWA
167
Clearview Wealth Advisors
Oregon
$1.32M -$2.63M -57,734 -67%
IP
168
Investment Partners
Ohio
$1.29M -$30.5K -669 -2%
CFD
169
Creative Financial Designs
Indiana
$1.25M -$271K -5,958 -18%
PF
170
Phoenix Financial
Israel
$1.22M -$737K -16,190 -38%
LPIC
171
LeJeune Puetz Investment Counsel
Michigan
$1.22M
RF
172
RHS Financial
California
$1.17M -$511K -11,225 -30%
KWM
173
Kingsview Wealth Management
Oregon
$1.17M -$1.35M -29,722 -54%
RA
174
RFG Advisory
Alabama
$1.15M -$1.92M -42,168 -63%
NFG
175
Next Financial Group
Texas
$1.11M -$157K -3,459 -13%

SHYG Hedge Fund Activity: Q1 2021 in Review

407 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2021, worth a combined $2.71B — down 34% from $4.09B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of SHYG and 46 opened new positions — a net loss of 29 holders — while 176 trimmed existing stakes and 137 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $38.6M. The largest seller was Envestnet Asset Management, cutting an estimated $700M.

  • 407 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2021, down from 441 in Q4 2020.
  • Funds reported $2.71B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2021, down 34% quarter-over-quarter.
  • 46 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2021 and 75 closed out, a net change of -29 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2021 was Flow Traders U.S., an estimated $38.6M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $700M sold.

Based on aggregated 13F filings for Q1 2021.