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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
SW
201
Simplicity Wealth
New Jersey
$1.22M +$1.22M +27,012 New
HFS
202
Horizon Financial Services
North Carolina
$1.21M -$102K -2,251 -8%
CAL
203
Capital Analysts LLC
Pennsylvania
$1.2M +$20.9K +461 +2%
MIA
204
MMBG Investment Advisors
Florida
$1.2M +$1.2M +26,502 New
BRWA
205
B. Riley Wealth Advisors
Florida
$1.2M +$273K +6,016 +29%
MHR
206
Matthew Hamilton Rosenberg
$1.18M -$282K -6,221 -19%
LPIC
207
LeJeune Puetz Investment Counsel
Michigan
$1.16M
NA
208
NewEdge Advisors
Louisiana
$1.1M +$467K +10,293 +73%
SFG
209
StrategIQ Financial Group
Indiana
$1.05M +$32K +705 +3%
C1AG
210
Client 1st Advisory Group
Florida
$1.05M -$219K -4,828 -17%
BAAM
211
Baker Avenue Asset Management
California
$1.03M +$74.1K +1,636 +8%
MCM
212
Monument Capital Management
Virginia
$1.01M -$230K -5,066 -18%
WFC
213
Western Financial Corp
California
$1.01M +$40.9K +902 +4%
TGAM
214
TBH Global Asset Management
Tennessee
$1M +$15.9K +350 +2%
ACM
215
AlphaStar Capital Management
North Carolina
$1M -$260K -5,736 -21%
CFGS
216
Concourse Financial Group Securities
Alabama
$1M -$10.8K -239 -1%
FTUS
217
Flow Traders U.S.
New York
$994K +$995K +21,944 New
GM
218
GeoWealth Management
Illinois
$989K +$436K +9,620 +79%
PA
219
PFG Advisors
Arizona
$975K -$279K -6,154 -22%
JIP
220
Jaffetilchin Investment Partners
Florida
$941K +$15.1K +334 +2%
RRA
221
Round Rock Advisors
Connecticut
$938K +$17.3K +381 +2%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$935K +$90.1K +1,988 +11%
SP
223
Successful Portfolios
Florida
$933K +$458K +10,106 +96%
RWM
224
Ritholtz Wealth Management
New York
$932K +$199K +4,382 +27%
RJT
225
Raymond James Trust
Florida
$919K -$265K -5,847 -22%

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.