SHYG Institutional Ownership
iShares 0-5 Year High Yield Corporate Bond ETF
1W: -0.4%
1M: -2.1%
3M: -2.9%
YTD: -3.2%
1Y: -3.1%
3Y: +18.1%
5Y: +18.2%
$41.07
+0.02 (+0.05%)
Weekly Expected Move ±0.4%
$41
$41
$41
$41
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SHYG
622
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
74
New Positions
291
Increased
185
Reduced
44
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (690 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 15,196,742 | $624M | +485,328 | +3.3% | 51Q | SEC ↗ |
| 2 | MORGAN STANLEY | 14,202,496 | $583M | +1,390,595 | +10.9% | 51Q | SEC ↗ |
| 3 | ASSETMARK, INC | 13,266,671 | $545M | +682,569 | +5.4% | 40Q | SEC ↗ |
| 4 | Empower Advisory Group, LLC | 13,050,164 | $536M | +955,664 | +7.9% | 14Q | SEC ↗ |
| 5 | Japan Science & Technology Agency | 4,450,000 | $183M | — | +0.0% | 14Q | SEC ↗ |
| 6 | BlackRock, Inc. | 4,226,615 | $174M | +8,191 | +0.2% | 8Q | SEC ↗ |
| 7 | LPL Financial LLC | 3,384,414 | $139M | +325,059 | +10.6% | 50Q | SEC ↗ |
| 8 | Wealthfront Advisers LLC | 2,681,442 | $110M | +749,531 | +38.8% | 14Q | SEC ↗ |
| 9 | NEPC LLC | 2,632,283 | $108M | — | +0.0% | 12Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 2,623,843 | $108M | +53,507 | +2.1% | 15Q | SEC ↗ |
| 11 | Bramshill Investments, LLC | 2,108,580 | $87M | +17,196 | +0.8% | 6Q | SEC ↗ |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | 2,034,737 | $84M | +239,688 | +13.4% | 30Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 1,916,056 | $79M | -691,766 | -26.5% | 35Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 1,597,404 | $66M | -102,308 | -6.0% | 45Q | SEC ↗ |
| 15 | NOMURA ASSET MANAGEMENT CO LTD | 1,573,240 | $65M | -4,100 | -0.3% | 7Q | SEC ↗ |
| 16 | ARCH CAPITAL GROUP LTD. | 1,531,250 | $63M | — | +0.0% | 6Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN | 1,521,375 | $62M | +394,476 | +35.0% | 44Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 1,178,652 | $48M | +29,312 | +2.6% | 45Q | SEC ↗ |
| 19 | BNP PARIBAS ASSET MANAGEMENT Holding S | 1,077,221 | $44M | — | +0.0% | 3Q | SEC ↗ |
| 20 | Sound Income Strategies, LLC | 1,017,630 | $42M | +2,575 | +0.3% | 35Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 990,960 | $41M | +117,435 | +13.4% | 31Q | SEC ↗ |
| 22 | Allspring Global Investments Holdings, | 879,237 | $36M | -103,068 | -10.5% | 19Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 837,457 | $34M | +11,727 | +1.4% | 7Q | SEC ↗ |
| 24 | UBS Group AG | 761,939 | $31M | +20,246 | +2.7% | 47Q | SEC ↗ |
| 25 | Mariner, LLC | 726,574 | $30M | +27,772 | +4.0% | 23Q | SEC ↗ |
| 26 | SCOTIA CAPITAL INC. | 671,455 | $28M | +91,865 | +15.8% | 28Q | SEC ↗ |
| 27 | CAPSTONE INVESTMENT ADVISORS, LLC NEW | 598,401 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Ninety One UK Ltd | 579,677 | $24M | — | +0.0% | 12Q | SEC ↗ |
| 29 | Baker Avenue Asset Management, LP | 574,072 | $24M | +27,016 | +4.9% | 25Q | SEC ↗ |
| 30 | High Probability Advisors, LLC | 568,588 | $23M | +35,181 | +6.6% | 18Q | SEC ↗ |
| 31 | Financial Gravity Companies, Inc. NEW | 560,230 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 553,158 | $23M | +4,083 | +0.7% | 39Q | SEC ↗ |
| 33 | Creative Planning | 552,453 | $23M | +25,505 | +4.8% | 42Q | SEC ↗ |
| 34 | Financial Gravity Asset Management, In | 541,783 | $22M | +15,099 | +2.9% | 3Q | SEC ↗ |
| 35 | Gibbs Wealth Management | 518,491 | $21M | +236,880 | +84.1% | 9Q | SEC ↗ |
| 36 | PARK AVENUE SECURITIES LLC | 512,389 | $21M | -31,840 | -5.9% | 5Q | SEC ↗ |
| 37 | Matthew Goff Investment Advisor, LLC NEW | 482,367 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 38 | MML INVESTORS SERVICES, LLC | 480,840 | $20M | +116,113 | +31.8% | 37Q | SEC ↗ |
| 39 | ATWOOD & PALMER INC | 465,716 | $19M | +7,986 | +1.7% | 16Q | SEC ↗ |
| 40 | BlueSky Wealth Advisors, LLC | 453,800 | $19M | +35,840 | +8.6% | 2Q | SEC ↗ |
| 41 | AMERICAN CENTURY COMPANIES INC | 444,098 | $18M | -100,217 | -18.4% | 4Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 442,322 | $18M | +11,051 | +2.6% | 40Q | SEC ↗ |
| 43 | Legacy Financial Group LLC | 441,195 | $18M | +26,716 | +6.4% | 23Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 437,857 | $18M | +28,676 | +7.0% | 26Q | SEC ↗ |
| 45 | Advisors Capital Management, LLC | 431,186 | $18M | +46,710 | +12.1% | 33Q | SEC ↗ |
| 46 | LOOMIS SAYLES & CO L P | 394,915 | $16M | +240,657 | +156.0% | 4Q | SEC ↗ |
| 47 | MAI Capital Management | 393,300 | $16M | +9,033 | +2.4% | 7Q | SEC ↗ |
| 48 | MGO ONE SEVEN LLC | 382,042 | $16M | +79,532 | +26.3% | 18Q | SEC ↗ |
| 49 | Alesco Advisors, LLC, An ESL Co | 381,033 | $16M | +153,080 | +67.2% | 26Q | SEC ↗ |
| 50 | Carr Financial Group Corp | 376,508 | $15M | +341,610 | +978.9% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CAPSTONE INVESTMENT ADVISORS, LLC | 598,401 | $25M |
| Financial Gravity Companies, Inc. | 560,230 | $23M |
| Matthew Goff Investment Advisor, LL | 482,367 | $20M |
| Clearstead Advisors, LLC | 271,154 | $11M |
| Coral Wealth Management, LLC | 213,527 | $9M |
| Portfolio Design Labs, LLC | 143,624 | $6M |
| Global Retirement Partners, LLC | 108,328 | $4M |
| Optiver Holding B.V. | 91,248 | $4M |
| Dakota Wealth Management | 81,927 | $3M |
| Crabel Capital Management, LLC | 53,901 | $2M |
| Zuckerman Investment Group, LLC | 49,872 | $2M |
| ARQ WEALTH ADVISORS, LLC | 43,710 | $2M |
| AXS Investments LLC | 40,465 | $2M |
| ALONGSIDE, LLC | 32,444 | $1M |
| 49 WEALTH MANAGEMENT, LLC | 32,444 | $1M |
| MILLENNIUM MANAGEMENT LLC | 30,575 | $1M |
| NorthRock Partners, LLC | 27,200 | $1M |
| Regal Investment Advisors LLC | 25,430 | $1M |
| HERITAGE OAK WEALTH ADVISORS LLC | 18,808 | $772K |
| Oasis Advisors, LLC | 18,623 | $765K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| State of Tennessee, Department of T | 1,163,200 | $48M |
| Permanens Capital L.P. | 847,010 | $35M |
| Ocean Park Asset Management, LLC | 516,000 | $21M |
| Hilton Capital Management, LLC | 391,504 | $16M |
| Financial Sense Advisors, Inc. | 273,563 | $11M |
| OLD MISSION CAPITAL LLC | 262,076 | $11M |
| Whitford Management LLC | 202,000 | $8M |
| Motley Fool Wealth Management, LLC | 180,444 | $7M |
| GC Wealth Management RIA, LLC | 167,889 | $7M |
| Ameritas Advisory Services, LLC | 138,978 | $6M |
| CHILDRESS CAPITAL ADVISORS, LLC | 108,096 | $4M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 103,238 | $4M |
| ALLSTATE CORP | 100,000 | $4M |
| Tower Research Capital LLC (TRC) | 96,691 | $4M |
| Archford Capital Strategies, LLC | 90,779 | $4M |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH | 89,000 | $4M |
| PERSPECTIVE WEALTH ADVISORS LLC | 80,791 | $3M |
| PLANWISER FINANCIAL, LLC | 80,791 | $3M |
| Bauman Advisory Group, LLC | 62,708 | $3M |
| AK GLOBAL ASSET MANAGEMENT, LLC | 47,875 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,390,595 | +10.9% | 14,202,496 |
| Empower Advisory Group, LLC | +955,664 | +7.9% | 13,050,164 |
| Wealthfront Advisers LLC | +749,531 | +38.8% | 2,681,442 |
| ASSETMARK, INC | +682,569 | +5.4% | 13,266,671 |
| ROYAL BANK OF CANADA | +485,328 | +3.3% | 15,196,742 |
| WELLS FARGO & COMPANY/MN | +394,476 | +35.0% | 1,521,375 |
| Carr Financial Group Corp | +341,610 | +978.9% | 376,508 |
| LPL Financial LLC | +325,059 | +10.6% | 3,384,414 |
| LOOMIS SAYLES & CO L P | +240,657 | +156.0% | 394,915 |
| MERCER GLOBAL ADVISORS INC /ADV | +239,688 | +13.4% | 2,034,737 |
| Gibbs Wealth Management | +236,880 | +84.1% | 518,491 |
| Mirae Asset Global Investments Co., | +166,717 | +400.8% | 208,317 |
| Alesco Advisors, LLC, An ESL Co | +153,080 | +67.2% | 381,033 |
| Ascent Group, LLC | +144,122 | +74.7% | 337,135 |
| Cetera Investment Advisers | +117,435 | +13.4% | 990,960 |
| MML INVESTORS SERVICES, LLC | +116,113 | +31.8% | 480,840 |
| Avior Wealth Management, LLC | +115,244 | +214.2% | 169,050 |
| Apollon Wealth Management, LLC | +95,518 | +1093.6% | 104,252 |
| SCOTIA CAPITAL INC. | +91,865 | +15.8% | 671,455 |
| Atomic Invest LLC | +85,604 | +416.9% | 106,138 |