Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SHYG)

548 + Investors. Track Smart Money conviction in SHYG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -23
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — SHYG

Based on 550 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SHYG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
550 hedge funds hold SHYG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

304 buying271 selling
Last quarter: 304 funds bought or added vs 271 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 68 → 74 → 95 → 65. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 19% medium ■ 21% new
332 out of 550 hedge funds have held SHYG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

58 → 68 → 74 → 95 → 65 new funds/Q
New funds entering each quarter: 68 → 74 → 95 → 65. A growing number of institutions are discovering SHYG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 25% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Entry-cohort mix of 550 holders: 341 (62%) are 2+ year veterans, 71 entered 1–2 years ago, and 138 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
26 of 549 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SHYG

In 2026 Q1, 304 hedge funds were net buyers of SHYG (65 opened a new position, 239 added to an existing one), while 271 reduced or exited (183 trimmed, 88 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 33% of total institutional value in SHYG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -23 funds (more exits than new entries). Total institutional holders: 550.

Hedge Fund Ownership: SHYG

How many hedge funds hold SHYG — quarterly history vs. share price
Quarterly hedge fund ownership of SHYG vs. share price

Market Analysis: SHYG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHYG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (SHYG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SHYG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
SHYG
+0.1%
SPY
+14.1%

SHYG outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
SHYG
+0.8%
SPY
+0.3%

Since the filing became public, SHYG outperformed SPY by +0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 12 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SHYG
548 + Investors

Track Smart Money conviction in SHYG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 548 573 -4.36%
13F Shares 125M 146M -14.64%
Total Value $5.13B $6.45B -20.53%
New Positions 63 95 -32
Increased Positions 239 259 -20
Closed Positions 88 53 +35
Reduced Positions 183 166 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHYG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

548 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHYG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SHYG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Freestate Advisors LLC 8.84% 261,437 $11.1M
2 Kitching Partners, LLC 8.78% 225,435 $9.5M
3 Whitford Management LLC 8.73% 202,000 $8.5M
4 S&A Financial Services, Inc. 7.99% 274,785 $11.6M
5 KilterHowling LLC 7.67% 359,293 $15.2M
6 Bramshill Investments, LLC 7.62% 2,091,384 $88.5M
7 Cascade Wealth Advisors, Inc 6.56% 351,766 $15.0M
8 Bakala Capital LLC 6.47% 31,799 $1.3M
9 Foronjy Financial LLC 5.06% 287,637 $12.2M
10 Alexis Investment Partners, LLC 4.76% 164,983 $6.9M
11 Livet Wealth, LLC 4.20% 156,105 $6.6M
12 Sweeney & Michel, LLC 4.19% 334,981 $14.2M
13 Financial Gravity Asset Management, Inc. 4.08% 541,783 $22.9M
14 Japan Science & Technology Agency 3.91% 4,450,000 $188.3M
15 American Wealth Advisors, LLC 3.71% 84,194 $3.6M
16 Powers Advisory Group, LLC 3.53% 236,270 $10.0M
17 High Probability Advisors, LLC 2.89% 533,407 $22.6M
18 Gibbs Wealth Management 2.88% 518,491 $21.9M
19 Peak Financial Management, Inc. 2.80% 260,488 $11.0M
20 Twelve Points Wealth Management LLC 2.40% 257,699 $10.9M
21 Friedenthal Financial 2.30% 108,647 $4.6M
22 BlueSky Wealth Advisors, LLC 2.28% 417,960 $17.7M
23 Nepc LLC 2.22% 2,632,283 $111.4M
24 Legacy Financial Group LLC 2.21% 414,479 $17.5M
25 Flavin Financial Services, Inc. 2.19% 76,780 $3.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (SHYG)

What does the Smart Money Trend signal show for SHYG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SHYG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SHYG?

Slight buying edge — 53% buying: Last quarter: 304 funds bought or added vs 271 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SHYG holders?

Strong quality — 33% AUM from major funds: 26 of 549 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SHYG?

60% of holders stayed for 2+ years: 332 out of 550 hedge funds have held SHYG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ishares Tr (SHYG) following the 2026 Q1 hedge fund 13F filings?

As of today, SHYG has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), SHYG has gained +0.1% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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