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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
DWM
176
Dakota Wealth Management
Florida
$1.22M -$32.5K -770 -3%
NFG
177
Next Financial Group
Texas
$1.22M +$1.07M +25,318 +822%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$1.21M -$66.3K -1,569 -5%
TF
179
Trek Financial
Arizona
$1.21M +$246K +5,831 +26%
VC
180
Veracity Capital
Georgia
$1.12M +$542K +12,819 +96%
Deutsche Bank
181
Deutsche Bank
Germany
$1.07M -$4.17M -98,709 -80%
LPIC
182
LeJeune Puetz Investment Counsel
Michigan
$1.05M -$180K -4,260 -15%
IP
183
Investment Partners
Ohio
$1M +$514K +12,157 +109%
CP
184
Cumberland Partners
Ontario, Canada
$986K
DAS
185
Dynamic Advisor Solutions
Arizona
$978K +$324K +7,663 +51%
VC
186
Vicus Capital
Pennsylvania
$965K +$520K +12,319 +121%
PF
187
Phoenix Financial
Israel
$941K -$152K -3,598 -13%
CAS
188
Cascadia Advisory Services
Oregon
$929K +$915K +21,655 New
FA
189
FDx Advisors
Illinois
$924K -$11.7K -278 -1%
JWCA
190
J.W. Cole Advisors
Florida
$897K +$883K +20,904 New
SAG
191
Spotlight Asset Group
Illinois
$891K -$4.47M -105,794 -84%
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$890K +$264K +6,249 +43%
QWM
193
Quaker Wealth Management
New Jersey
$878K -$35.6K -842 -4%
PPP
194
Private Portfolio Partners
New Jersey
$876K +$862K +20,415 New
VWM
195
Venturi Wealth Management
Texas
$870K +$84.8K +2,008 +11%
JIP
196
Jaffetilchin Investment Partners
Florida
$861K +$76.1K +1,801 +10%
FFN
197
Focus Financial Network
Minnesota
$839K +$827K +19,573 New
GEM
198
Global Endowment Management
North Carolina
$832K
MCM
199
Mainstay Capital Management
Michigan
$822K
RJT
200
Raymond James Trust
Florida
$814K

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.