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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
FAM
176
Forte Asset Management
New York
$1.4M +$1.46M +34,428 New
GC
177
GFG Capital
Florida
$1.37M
TW
178
TrinityPoint Wealth
Connecticut
$1.35M -$19.2K -454 -1%
M1FG
179
Mach-1 Financial Group
Arkansas
$1.34M +$518K +12,246 +59%
CAL
180
Capital Analysts LLC
Pennsylvania
$1.33M +$60.6K +1,432 +5%
SC
181
Sierra Capital
Florida
$1.32M +$23.6K +557 +2%
OCG
182
Opus Capital Group
Ohio
$1.31M +$1.37M +32,355 New
VIM
183
Vista Investment Management
Pennsylvania
$1.28M -$81.8K -1,934 -6%
CAN
184
Cetera Advisor Networks
California
$1.27M +$226K +5,347 +21%
MWM
185
Mascoma Wealth Management
New Hampshire
$1.26M +$228K +5,397 +21%
AFP
186
Ausdal Financial Partners
Iowa
$1.25M +$4.19K +99 +0.3%
OC
187
Oppenheimer & Co
New York
$1.24M -$153K -3,610 -11%
Axa
188
Axa
France
$1.23M
VAS
189
Vestmark Advisory Solutions
Massachusetts
$1.2M -$2.92M -68,975 -70%
BFA
190
Brown Financial Advisory
Alabama
$1.2M +$7.57K +179 +0.6%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$1.17M +$295K +6,982 +32%
IFPL
192
Investments & Financial Planning LLC
Kentucky
$1.16M -$54.8K -1,295 -4%
TSA
193
Tri-Star Advisors
Texas
$1.15M +$1.2M +28,361 New
BRWA
194
B. Riley Wealth Advisors
Florida
$1.14M +$73.4K +1,735 +7%
MP
195
McDonald Partners
Ohio
$1.09M -$7.36K -174 -0.6%
MOS
196
MGO One Seven
Ohio
$1.08M -$546K -12,911 -33%
JWCA
197
J.W. Cole Advisors
Florida
$1.05M -$1.43M -33,808 -57%
FA
198
FDx Advisors
Illinois
$1.04M +$9.09K +215 +0.8%
MAS
199
Madden Advisory Services
Florida
$1.04M +$842K +19,897 +344%
NAG
200
Northstar Advisory Group
New Jersey
$1.04M +$1.08M +25,613 New

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.