Ishares Tr (SHYG) Hedge Fund Ownership (Q2 2026)

Ishares Tr (SHYG)

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

Smart Money Signals — SHYG

Based on 577 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

577 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 — +10% more funds vs a year ago

fund count last 6Q

+54 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 66% buying

368 buying193 selling

Last quarter: 368 funds were net buyers (79 opened a brand new position + 289 added to an existing one). Only 193 were sellers (140 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter

Funds opening a new SHYG position: 74 → 96 → 66 → 79. 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+) ■ 20% medium ■ 19% new

350 out of 577 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.

➡️

Steady discovery — ~79 new funds/quarter

69 → 74 → 96 → 66 → 79 new funds/Q

New funds entering each quarter: 74 → 96 → 66 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 63% veterans vs 24% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 24% new

Entry-cohort mix of 577 holders: 364 (63%) are 2+ year veterans, 72 entered 1–2 years ago, and 141 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds

31 of 576 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	570	551	3.45%
13F Shares	131M	125M	4.86%
Total Value	$5.45B	$5.14B	5.93%
New Positions	76	66	+10
Increased Positions	287	239	+48
Closed Positions	56	89	-33
Reduced Positions	139	183	-44
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

570

551

3.45%

13F Shares

131M

125M

4.86%

Total Value

$5.45B

$5.14B

5.93%

New Positions

+10

Increased Positions

287

239

+48

Closed Positions

-33

Reduced Positions

139

183

-44

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

570 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SHYG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Freestate Advisors LLC	8.40%	265,076	$11.2M
2	Kitching Partners, LLC	8.35%	229,252	$9.7M
3	Coral Wealth Management, LLC	7.42%	213,527	$9.1M
4	S&A Financial Services, Inc.	7.26%	280,282	$11.9M
5	KilterHowling LLC	6.97%	366,816	$15.6M
6	Bramshill Investments, LLC	6.84%	2,108,580	$89.4M
7	Cascade Wealth Advisors, Inc	6.15%	363,259	$15.3M
8	Bakala Capital LLC	6.10%	32,864	$1.4M
9	Foronjy Financial LLC	4.72%	302,880	$12.8M
10	Alexis Investment Partners, LLC	4.24%	171,006	$7.3M
11	Livet Wealth, LLC	4.12%	168,489	$7.1M
12	Financial Gravity Companies, Inc.	3.85%	560,230	$23.8M
13	Sweeney & Michel, LLC	3.74%	337,554	$14.2M
14	Carr Financial Group Corp	3.68%	376,508	$16.0M
15	Japan Science & Technology Agency	3.57%	4,450,000	$188.7M
16	Matthew Goff Investment Advisor, LLC	3.45%	482,367	$20.5M
17	American Wealth Advisors, LLC	3.40%	85,462	$3.6M
18	Powers Advisory Group, LLC	3.34%	251,518	$10.7M
19	Peak Financial Management, Inc.	2.64%	271,489	$11.5M
20	High Probability Advisors, LLC	2.58%	568,588	$24.1M
21	Twelve Points Wealth Management LLC	2.30%	270,157	$11.5M
22	Friedenthal Financial	2.29%	116,854	$5.0M
23	BlueSky Wealth Advisors, LLC	2.23%	453,800	$19.2M
24	Norris Financial Group, LLC	2.16%	128,011	$5.4M
25	Legacy Financial Group LLC	2.11%	441,195	$18.7M

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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 66% buying: Last quarter: 368 funds were net buyers (79 opened a brand new position + 289 added to an existing one). Only 193 were sellers (140 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHYG holders?

Strong quality — 37% AUM from major funds: 31 of 576 holders rank in the top 100 by AUM, accounting for 37% 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: 350 out of 577 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.

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Ishares Tr (SHYG)

Smart Money Signals — SHYG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+13 vs last Q)

61% of holders stayed for 2+ years

Steady discovery — ~79 new funds/quarter

Veteran-anchored — 63% veterans vs 24% newcomers

Strong quality — 37% AUM from major funds

Institutional Sentiment Summary — SHYG

Hedge Fund Ownership: SHYG

Market Analysis: SHYG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SHYG

Hedge Fund Positioning: SHYG

Statistics: SHYG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (SHYG)

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