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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
PCA
1
Personal Capital Advisors
California
$320M +$13.3M +292,822 +4%
BlackRock
2
BlackRock
New York
$233M +$70.2K +1,549 +0%
AssetMark Inc
3
AssetMark Inc
California
$203M -$2.7M -59,535 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$131M +$1.09M +24,152 +0.8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$119M +$3.78M +83,295 +3%
Morgan Stanley
6
Morgan Stanley
New York
$109M -$1.34M -29,665 -1%
TC
7
TownSquare Capital
Utah
$102M +$3.49M +76,996 +4%
Bank of America
8
Bank of America
North Carolina
$82.2M +$17.7M +390,753 +27%
CPSAC
9
Chas P. Smith & Associates (CPS)
Florida
$68.3M -$493K -10,880 -0.7%
UBS Group
10
UBS Group
Switzerland
$65.3M +$6.91M +152,390 +12%
CCA
11
Clearwater Capital Advisors
Illinois
$55.8M +$657K +14,489 +1%
SIS
12
Sound Income Strategies
Florida
$49M +$1.01M +22,209 +2%
DF
13
Donoghue Forlines
Massachusetts
$47.6M +$1.6M +35,196 +3%
AC
14
Allstate Corporation
Illinois
$43.4M
GI
15
Gradient Investments
Minnesota
$41.9M +$5.78M +127,542 +16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$40.9M +$1.32M +29,049 +3%
Wells Fargo
17
Wells Fargo
California
$40.6M -$38M -839,051 -48%
PI
18
PFS Investments
Georgia
$40.1M +$4.9M +108,158 +14%
Invesco
19
Invesco
Georgia
$39.3M +$39.3M +867,000 New
EC
20
Exelon Corporation
Illinois
$38.1M +$38.1M +840,020 New
LPL Financial
21
LPL Financial
California
$35.8M -$830K -18,319 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$35.6M +$844K +18,626 +2%
ACM
23
Advisors Capital Management
New Jersey
$35.2M +$11.2M +247,840 +47%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$35M +$35M +773,000 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$33.9M +$6.58M +145,081 +24%

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.