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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
AAMA
201
Advanced Asset Management Advisors
Ohio
$806K
TCA
202
Transcend Capital Advisors
New Jersey
$795K +$783K +18,527 New
BWAM
203
Boyd Watterson Asset Management
Ohio
$794K +$16.8K +397 +2%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$737K -$567K -13,422 -44%
IIA
205
IPG Investment Advisors
California
$721K +$24.3K +575 +4%
BI
206
Bramshill Investments
Florida
$719K -$647K -15,319 -48%
BOPW
207
Brandywine Oak Private Wealth
Pennsylvania
$705K +$93.8K +2,221 +16%
MBT
208
Montecito Bank & Trust
California
$700K -$981K -23,221 -59%
IWC
209
Integrated Wealth Concepts
Massachusetts
$692K +$41.6K +985 +7%
SBWM
210
Sunflower Bank Wealth Management
Arizona
$690K -$2.77M -65,625 -80%
RSWM
211
Robertson Stephens Wealth Management
California
$623K +$614K +14,537 New
HR
212
Hayden Royal
North Carolina
$620K +$303K +7,164 New
FSA
213
Financial Sense Advisors
California
$613K +$604K +14,287 New
PIMG
214
Patriot Investment Management Group
Tennessee
$595K
BAAM
215
Baker Avenue Asset Management
California
$595K +$586K +13,882 New
PAM
216
Peak Asset Management
Colorado
$593K +$584K +13,833 New
FF
217
Fluent Financial
Texas
$580K -$11.7K -277 -2%
PCG
218
Private Capital Group
Connecticut
$577K +$204K +4,822 +56%
NIC
219
Northwest Investment Counselors
Oregon
$574K +$5.41K +128 +1%
AWA
220
Arete Wealth Advisors
Illinois
$569K -$71.3K -1,687 -11%
SFFS
221
Stonehage Fleming Financial Services
Jersey
$569K +$561K +13,278 New
SWM
222
SigFig Wealth Management
California
$561K +$553K +13,089 New
BAM
223
Belpointe Asset Management
Nevada
$555K +$183K +4,329 +50%
CFD
224
Creative Financial Designs
Indiana
$548K +$404K +9,555 +296%
CSIA
225
Charles Schwab Investment Advisory
California
$531K -$77.4K -1,832 -13%

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.