iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
446 hedge funds and large institutions have $3.1B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 57 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 173
0.99% less ownership
Funds ownership: 68.88% → 67.89% (-0.99%)
9% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 57
2% less funds holding
Funds holding: 457 → 446 (-11)
3% less funds holding in top 10
Funds holding in top 10: 33 → 32 (-1)
6% less capital invested
Capital invested by funds: $3.29B → $3.1B (-$189M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$37.1M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$31.4M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$27.7M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$25.8M |
| 5 |
BlackRock
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$66.8M |
| 2 |
Jane Street
New York
|
-$63.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$50.9M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$48.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.8M |
SHYG Hedge Fund Activity: Q3 2022 in Review
446 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2022, worth a combined $3.1B — down 5.7% from $3.29B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of SHYG and 52 opened new positions — a net loss of 5 holders — while 173 trimmed existing stakes and 174 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $37.1M. The largest seller was Chas P. Smith & Associates (CPS), exiting entirely with an estimated $66.8M sold.
- 446 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2022, down from 457 in Q2 2022.
- Funds reported $3.1B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2022, down 5.7% quarter-over-quarter.
- 52 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2022 and 57 closed out, a net change of -5 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $37.1M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2022 was Chas P. Smith & Associates (CPS), an estimated $66.8M sold.
Based on aggregated 13F filings for Q3 2022.