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iShares 0-5 Year High Yield Corporate Bond ETF

413 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

50% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 128

5% more capital invested

Capital invested by funds: $3.12B → $3.29B (+$163M)

3% more funds holding

Funds holding: 401413 (+12)

0.34% more ownership

Funds ownership: 59.1%59.44% (+0.34%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
413
Holders Change
+12
Holders Change %
+2.99%
% of All Funds
7.23%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
47
Increased
192
Reduced
128
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
Personal Capital Advisors
California
$309M +$20.7M +452,577 +7%
BlackRock
2
BlackRock
New York
$235M +$12.3M +269,916 +6%
AssetMark Inc
3
AssetMark Inc
California
$207M +$1.97M +43,021 +1%
BI
4
Bramshill Investments
Florida
$133M +$93.2M +2,037,453 +233%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$131M +$17.3M +378,984 +15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$116M +$725K +15,837 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$111M +$12.2M +267,278 +12%
TC
8
TownSquare Capital
Utah
$99.1M +$5.47M +119,577 +6%
Wells Fargo
9
Wells Fargo
California
$79.3M -$7.05M -154,162 -8%
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$69.4M +$3.43M +75,023 +5%
Bank of America
11
Bank of America
North Carolina
$65.1M +$4.35M +95,140 +7%
UBS Group
12
UBS Group
Switzerland
$58.9M +$5.8M +126,714 +11%
CCA
13
Clearwater Capital Advisors
Illinois
$55.6M +$1.59M +34,777 +3%
SIS
14
Sound Income Strategies
Florida
$48.4M +$188K +4,104 +0.4%
DF
15
Donoghue Forlines
Massachusetts
$46.4M -$668K -14,599 -1%
AC
16
Allstate Corporation
Illinois
$43.8M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$39.9M +$4.46M +97,530 +13%
LPL Financial
18
LPL Financial
California
$36.9M +$388K +8,477 +1%
GI
19
Gradient Investments
Minnesota
$36.4M +$4.16M +90,990 +13%
PI
20
PFS Investments
Georgia
$35.4M +$5.94M +129,894 +20%
HighTower Advisors
21
HighTower Advisors
Illinois
$35M +$772K +16,873 +2%
KCM
22
Kathmere Capital Management
Pennsylvania
$32.3M +$1.29M +28,262 +4%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$29M -$5.39M -117,747 -16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$27.6M +$14.6M +318,717 +112%
ACM
25
Advisors Capital Management
New Jersey
$24.2M +$6.52M +142,553 +37%

SHYG Hedge Fund Activity: Q3 2021 in Review

413 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2021, worth a combined $3.29B — up 5.2% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SHYG positions and 27 closed out — a net gain of 20 holders — while 192 added to existing stakes and 128 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $93.2M. The largest seller was Meeder Asset Management, cutting an estimated $62.8M.

  • 413 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2021, up from 401 in Q2 2021.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 47 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2021 and 27 closed out, a net change of +20 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $93.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2021 was Meeder Asset Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2021.