Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (SHYG)

535 + 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
↑ +33
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — SHYG

Based on 535 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SHYG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
535 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 — +5% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

331 buying205 selling
Last quarter: 331 funds were net buyers (83 opened a brand new position + 248 added to an existing one). Only 205 were sellers (155 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new SHYG position: 54 → 62 → 66 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 19% new
325 out of 535 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.
💎

Buying through price weakness — shares +17%, value -53%

Value
-52%
Shares
+17%
Last quarter: funds added +17% more shares while total portfolio value only changed -53%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

64 → 54 → 62 → 66 → 83 new funds/Q
New funds entering each quarter: 54 → 62 → 66 → 83. A growing number of institutions are discovering SHYG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Of 535 current holders: 333 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
21 of 535 holders rank in the top 100 by AUM, accounting for 35% 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 16 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SHYG
2026 Q1 Stats Unlock in 20 days 535 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 535 502 6.57%
13F Shares 144M 123M 17.1%
Total Value $6.39B $13.54B -52.81%
New Positions 83 66 +17
Increased Positions 248 252 -4
Closed Positions 50 61 -11
Reduced Positions 155 130 +25
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHYG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

535 + investors

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

Top 25 institutional holders of SHYG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Freestate Advisors LLC 8.84% 261,437 $11.1M
2 FORONJY FINANCIAL LLC 5.06% 287,637 $12.2M
3 Alexis Investment Partners, LLC 4.76% 164,983 $6.9M
4 Livet Wealth, LLC 4.20% 156,105 $6.6M
5 SWEENEY & MICHEL, LLC 4.19% 334,981 $14.2M
6 American Wealth Advisors, LLC 3.71% 84,194 $3.6M
7 Powers Advisory Group, LLC 3.53% 236,270 $10.0M
8 High Probability Advisors, LLC 2.89% 533,407 $22.6M
9 Peak Financial Management, Inc. 2.80% 260,488 $11.0M
10 Twelve Points Wealth Management LLC 2.40% 257,699 $10.9M
11 Friedenthal Financial 2.30% 108,647 $4.6M
12 BlueSky Wealth Advisors, LLC 2.28% 417,960 $17.7M
13 Trivium Point Advisory, LLC 2.18% 285,455 $12.1M
14 Sound Income Strategies, LLC 2.06% 1,015,055 $42.8M
15 Future Financial Wealth Managment LLC 2.04% 74,217 $3.2M
16 BridgePort Financial Solutions, LLC 1.72% 143,490 $6.1M
17 Manske Wealth Management 1.38% 116,590 $4.9M
18 Center For Asset Management LLC 1.34% 63,610 $2.7M
19 Alliance Wealth Management Group 1.32% 142,298 $6.0M
20 Level Financial Advisors 1.30% 120,477 $5.1M
21 Sandro Wealth Management LLC 1.29% 38,232 $1.6M
22 Cadent Capital Advisors, LLC 1.26% 115,455 $4.9M
23 Sanchez Gaunt Capital Management, LLC 1.14% 43,068 $1.8M
24 Hofer & Associates. Inc 1.13% 49,512 $2.1M
25 21 West Wealth Management LLC 1.12% 28,494 $1.2M
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SHYG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHYG?

More buyers than sellers — 62% buying: Last quarter: 331 funds were net buyers (83 opened a brand new position + 248 added to an existing one). Only 205 were sellers (155 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHYG holders?

Strong quality — 35% AUM from major funds: 21 of 535 holders rank in the top 100 by AUM, accounting for 35% 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?

61% of holders stayed for 2+ years: 325 out of 535 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.

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.