iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
36 hedge funds and large institutions have $43M invested in iShares Euro High Yield Corporate Bond USD Hedged ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
33% more funds holding
Funds holding: 27 → 36 (+9)
7.13% less ownership
Funds ownership: 51.01% → 43.88% (-7.1%)
7% less capital invested
Capital invested by funds: $46.4M → $43M (-$3.43M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.23M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.08M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$974K |
| 5 |
Bank of New York Mellon
New York
|
+$886K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$809K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$548K |
| 4 |
Jane Street
New York
|
-$402K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGC
26
Financial Gravity Companies
Lakeway,
Texas
| $153K | +$145K | +2,710 | New |
|
27
Barclays
London,
United Kingdom
| $70K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $64K | +$14K | +262 | +28% |
|
29
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $54K | +$27.2K | +508 | +104% |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $42K | +$41.8K | +780 | New |
|
|
FAAS
31
First Allied Advisory Services
San Diego,
California
| $38K | +$36.7K | +685 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $14K | – | – | – |
|
33
Citigroup
New York
| $6K | +$6.05K | +113 | New |
|
|
PA
34
Parallel Advisors
San Francisco,
California
| $2K | – | – | – |
|
|
MWM
35
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $1K | – | – | – |
|
|
RJFSA
36
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$11.4M | -213,207 | Closed |
|
|
UCFA
37
United Capital Financial Advisors
Irving,
Texas
| – | -$327K | -6,106 | Closed |
|
38
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$41K | -762 | Closed |
|
EUHY Hedge Fund Activity: Q4 2017 in Review
36 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) for Q4 2017, worth a combined $43M — down 7.4% from $46.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EUHY positions and 3 closed out — a net gain of 9 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was UBS Group, adding an estimated $1.23M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $11.4M sold.
- 36 institutional investors held iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) as of Q4 2017, up from 27 in Q3 2017.
- Funds reported $43M of iShares Euro High Yield Corporate Bond USD Hedged ETF stock for Q4 2017, down 7.4% quarter-over-quarter.
- 12 funds opened new iShares Euro High Yield Corporate Bond USD Hedged ETF positions in Q4 2017 and 3 closed out, a net change of +9 holders.
- The largest iShares Euro High Yield Corporate Bond USD Hedged ETF buyer in Q4 2017 was UBS Group, an estimated $1.23M added.
- The largest iShares Euro High Yield Corporate Bond USD Hedged ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2017.