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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
SW
201
SteelPeak Wealth
California
$1.04M +$618K +14,604 +133%
LPIC
202
LeJeune Puetz Investment Counsel
Michigan
$1.04M
BTWM
203
Baker Tilly Wealth Management
Wisconsin
$1.03M -$68.8K -1,626 -6%
KPWG
204
KFA Private Wealth Group
Virginia
$1.02M -$66K -1,560 -6%
FZCM
205
Flynn Zito Capital Management
New York
$1.02M +$1.07M +25,198 New
AWA
206
Arete Wealth Advisors
Illinois
$1.01M -$104K -2,466 -9%
TCM
207
Triumph Capital Management
Colorado
$973K -$130K -3,068 -11%
PAG
208
Private Advisor Group
New Jersey
$963K -$371K -8,768 -27%
SFG
209
StrategIQ Financial Group
Indiana
$960K -$11.6K -275 -1%
HWM
210
HB Wealth Management
Georgia
$947K +$988K +23,359 New
HFS
211
Horizon Financial Services
North Carolina
$937K +$309K +7,316 +46%
SW
212
SVB Wealth
Massachusetts
$932K +$23.2K +548 +2%
NW
213
NewEdge Wealth
Pennsylvania
$907K -$445K -10,530 -32%
BTI
214
Blue Trust Inc
Georgia
$897K +$863K +20,398 New
JC
215
JB Capital
Connecticut
$894K +$932K +22,038 New
CCFM
216
Clear Creek Financial Management
Washington
$888K +$926K +21,899 New
MHR
217
Matthew Hamilton Rosenberg
$870K -$74.9K -1,770 -8%
4WM
218
4J Wealth Management
Virginia
$870K +$907K +21,455 New
CWM
219
Cabot Wealth Management
Massachusetts
$868K +$112K +2,637 +14%
JIP
220
Jaffetilchin Investment Partners
Florida
$864K +$6.85K +162 +0.8%
ACM
221
AlphaStar Capital Management
North Carolina
$857K -$58.7K -1,388 -6%
SS
222
Sunbelt Securities
Texas
$854K +$616K +14,567 +224%
RJT
223
Raymond James Trust
Florida
$852K -$701K -16,568 -44%
CIAS
224
CFS Investment Advisory Services
New Jersey
$849K -$33.2M -785,160 -97%
MA
225
MAS Advisors
Florida
$826K -$906K -21,419 -51%

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.