iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
216 hedge funds and large institutions have $1.9B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 47 reducing their positions, and 20 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 47
82% more funds holding in top 10
Funds holding in top 10: 11 → 20 (+9)
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
38% more capital invested
Capital invested by funds: $1.37B → $1.9B (+$526M)
6.25% more ownership
Funds ownership: 55.66% → 61.9% (+6.2%)
6% more funds holding
Funds holding: 204 → 216 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$244M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$114M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$45M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$20M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$16.5M |
| 2 |
AssetMark Inc
Concord,
California
|
-$14.9M |
| 3 |
Jane Street
New York
|
-$10M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$7.33M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$5.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
226
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$75K | -1,608 | Closed |
|
227
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$70K | -1,500 | Closed |
|
|
CF
228
Centaurus Financial
Anaheim,
California
| – | -$58K | -1,248 | Closed |
|
|
CPA
229
Clear Perspective Advisors
Aurora,
Illinois
| – | -$22K | -480 | Closed |
|
|
TC
230
Trust Company
Manhattan,
Kansas
| – | -$14K | -297 | Closed |
|
231
SEI Investments
Oaks,
Pennsylvania
| – | -$14K | -290 | Closed |
|
232
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$8K | -170 | Closed |
|
|
AIS
233
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$1K | -30 | Closed |
|
234
BNP Paribas Financial Markets
Paris,
France
| – | -$466 | -10 | Closed |
|
SHYG Hedge Fund Activity: Q3 2018 in Review
216 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2018, worth a combined $1.9B — up 38% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SHYG positions and 20 closed out — a net gain of 12 holders — while 100 added to existing stakes and 47 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $244M. The largest seller was Creative Planning, cutting an estimated $16.5M.
- 216 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2018, up from 204 in Q2 2018.
- Funds reported $1.9B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2018, up 38% quarter-over-quarter.
- 32 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2018 and 20 closed out, a net change of +12 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2018 was WBI Investments, an estimated $244M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2018 was Creative Planning, an estimated $16.5M sold.
Based on aggregated 13F filings for Q3 2018.