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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
WWM
151
Western Wealth Management
Colorado
$1.81M -$59.8K -1,414 -3%
FHA
152
Flagship Harbor Advisors
Massachusetts
$1.8M +$1.88M +44,509 New
FF
153
Financial Futures
New Jersey
$1.8M +$1.88M +44,486 New
VCP
154
Verus Capital Partners
Arizona
$1.78M -$526K -12,445 -27%
AT
155
American Trust
Kentucky
$1.78M -$258K -6,099 -12%
DWMG
156
DB Wealth Management Group
California
$1.76M +$147K +3,468 +9%
RC
157
Roundview Capital
New Jersey
$1.73M +$1.81M +42,748 New
FHB
158
First Hawaiian Bank
Hawaii
$1.72M +$25.1K +593 +1%
IP
159
Investment Partners
Ohio
$1.72M +$75.4K +1,782 +4%
CFD
160
Creative Financial Designs
Indiana
$1.62M +$32.8K +776 +2%
HA
161
Hofer & Associates
California
$1.61M -$31.1K -736 -2%
TCA
162
Transcend Capital Advisors
New Jersey
$1.6M -$133K -3,138 -7%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$1.59M +$1.05M +24,801 +173%
SSWM
164
Smith Salley Wealth Management
North Carolina
$1.56M -$61.8K -1,461 -4%
SPC
165
Sigma Planning Corp
Michigan
$1.48M +$132K +3,125 +9%
EA
166
Emerald Advisors
Washington
$1.47M -$190K -4,497 -11%
SPWM
167
Straight Path Wealth Management
Michigan
$1.47M -$46.4K -1,096 -3%
KPWS
168
Kestra Private Wealth Services
Texas
$1.47M +$37.1K +877 +2%
KWM
169
Kingsview Wealth Management
Oregon
$1.45M -$70.7K -1,672 -4%
ONB
170
Old National Bancorp
Indiana
$1.45M -$488K -11,528 -24%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$1.44M +$939K +22,204 +166%
WWG
172
West Wealth Group
California
$1.43M +$628K +14,853 +72%
IA
173
IFP Advisors
Florida
$1.43M
CFGS
174
Concourse Financial Group Securities
Alabama
$1.42M +$768K +18,147 +107%
MSWMA
175
Market Street Wealth Management Advisors
Indiana
$1.4M -$111K -2,621 -7%

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.