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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
AG
151
Ascent Group
Virginia
$1.99M +$2M +44,193 New
CFD
152
Creative Financial Designs
Indiana
$1.95M +$78.2K +1,725 +4%
NFG
153
Next Financial Group
Texas
$1.93M +$381K +8,403 +25%
WA
154
Winfield Associates
Ohio
$1.91M +$791K +17,450 +71%
FHB
155
First Hawaiian Bank
Hawaii
$1.89M +$255K +5,634 +16%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$1.84M +$1.84M +40,542 New
VIA
157
Vident Investment Advisory
Georgia
$1.82M +$1.82M +40,154 New
DWMG
158
DB Wealth Management Group
California
$1.77M +$33.5K +740 +2%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$1.77M -$885K -19,522 -33%
AT
160
American Trust
Kentucky
$1.74M +$1.74M +38,477 New
MA
161
MAS Advisors
Florida
$1.72M +$1.73M +38,083 New
OC
162
Oppenheimer & Co
New York
$1.72M -$39.5K -871 -2%
IP
163
Investment Partners
Ohio
$1.71M +$55.7K +1,228 +3%
ACS
164
Archford Capital Strategies
Illinois
$1.71M +$128K +2,819 +8%
HA
165
Hofer & Associates
California
$1.7M +$1.7M +37,516 New
KWM
166
Kingsview Wealth Management
Oregon
$1.69M +$359K +7,918 +27%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$1.68M -$2.92M -64,453 -63%
Citadel Advisors
168
Citadel Advisors
Florida
$1.68M +$1.68M +37,147 New
1IA
169
1834 Investment Advisors
Wisconsin
$1.65M +$234K +5,157 +17%
SPWM
170
Straight Path Wealth Management
Michigan
$1.6M +$1.6M +35,369 New
PAG
171
Private Advisor Group
New Jersey
$1.6M -$700K -15,440 -30%
SSWM
172
Smith Salley Wealth Management
North Carolina
$1.59M +$232K +5,114 +17%
VIM
173
Vista Investment Management
Pennsylvania
$1.57M +$38.4K +848 +2%
CS
174
Credit Suisse
Switzerland
$1.57M -$34.1K -753 -2%
CTA
175
Chesley Taft & Associates
Illinois
$1.57M +$10.2K +225 +0.7%

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.