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iShares 0-5 Year High Yield Corporate Bond ETF

450 hedge funds and large institutions have $63B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 156 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,788% more capital invested

Capital invested by funds: $3.34B → $63B (+$59.7B)

13% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 156

6.56% more ownership

Funds ownership: 61.08%67.64% (+6.6%)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457450 (-7)

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.1%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.47%
New
61
Increased
176
Reduced
156
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Triumph Capital Management
Colorado
$1.19M +$420K +9,482 +54%
MP
202
McDonald Partners
Ohio
$1.19M +$968K +21,869 +424%
BTWM
203
Baker Tilly Wealth Management
Wisconsin
$1.19M +$506K +11,424 +73%
KPWG
204
KFA Private Wealth Group
Virginia
$1.18M -$34.6K -781 -3%
BRWA
205
B. Riley Wealth Advisors
Florida
$1.16M -$9.26K -209 -0.8%
CAN
206
Cetera Advisor Networks
California
$1.14M -$1.01M -22,736 -47%
GSEP
207
Golden State Equity Partners
California
$1.13M +$791K +17,854 +228%
MWM
208
Mascoma Wealth Management
New Hampshire
$1.13M -$856K -19,334 -43%
LPIC
209
LeJeune Puetz Investment Counsel
Michigan
$1.12M
BAAM
210
Baker Avenue Asset Management
California
$1.12M +$126K +2,835 +12%
FA
211
FDx Advisors
Illinois
$1.12M +$594K +13,417 +111%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$1.1M -$177K -4,000 -14%
SFG
213
StrategIQ Financial Group
Indiana
$1.05M +$32.3K +730 +3%
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$1.04M +$134K +3,024 +15%
MHR
215
Matthew Hamilton Rosenberg
$1.02M -$121K -2,735 -11%
ACM
216
AlphaStar Capital Management
North Carolina
$990K +$13.4K +303 +1%
SW
217
SVB Wealth
Massachusetts
$986K +$161K +3,626 +19%
HF
218
HRT Financial
New York
$977K +$985K +22,232 New
RWM
219
Ritholtz Wealth Management
New York
$975K +$71.3K +1,609 +8%
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$972K +$453K +10,236 +86%
C1AG
221
Client 1st Advisory Group
Florida
$969K -$46.4K -1,047 -5%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$959K -$4M -90,251 -81%
SFA
223
Source Financial Advisors
New York
$956K +$425K +9,602 +79%
5L
224
55I LLC
Massachusetts
$939K -$478K -10,787 -34%
M1FG
225
Mach-1 Financial Group
Arkansas
$910K +$476K +10,741 +108%

SHYG Hedge Fund Activity: Q1 2022 in Review

450 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2022, worth a combined $63B — up 1,788% from $3.34B a quarter earlier.

Fund positioning in SHYG was balanced in Q1 2022: 61 funds opened new positions, 61 closed out, 176 added to existing stakes and 156 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $92.4M. The largest seller was Chas P. Smith & Associates (CPS), exiting entirely with an estimated $68.3M sold.

  • 450 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2022, down from 457 in Q4 2021.
  • Funds reported $63B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2022, up 1,788% quarter-over-quarter.
  • 61 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2022 and 61 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2022 was Janney Montgomery Scott, an estimated $92.4M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2022 was Chas P. Smith & Associates (CPS), an estimated $68.3M sold.

Based on aggregated 13F filings for Q1 2022.