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iShares 0-5 Year High Yield Corporate Bond ETF

243 hedge funds and large institutions have $1.82B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 64

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

3% more funds holding

Funds holding: 237243 (+6)

2% more capital invested

Capital invested by funds: $1.78B → $1.82B (+$37.2M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1.83% less ownership

Funds ownership: 58.64%56.81% (-1.8%)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
5.33%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
36
Increased
111
Reduced
64
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Meeder Asset Management
Ohio
$12K -$41.8K -900 -78%
BWM
227
BerganKDV Wealth Management
Minnesota
$11K -$1.16K -25 -9%
QCIG
228
Quad-Cities Investment Group
Iowa
$10K
JCM
229
Jacobi Capital Management
Pennsylvania
$9K
LFG
230
Larson Financial Group
Missouri
$9K
DOA
231
D'Orazio & Associates
Virginia
$7K
EI
232
Ellevest Inc
New York
$7K
OIA
233
Optimum Investment Advisors
Illinois
$7K +$93 +2 +1%
MIFH
234
Migdal Insurance & Financial Holdings
Israel
$6K
GWMIA
235
Global Wealth Management Investment Advisory
Florida
$6K +$3.58K +77 +179%
Toronto Dominion Bank
236
Toronto Dominion Bank
Ontario, Canada
$6K +$5.57K +120 New
CAN
237
Claraphi Advisory Network
United States
$6K +$6.08K +131 New
GFPC
238
Global Financial Private Capital
Florida
$5K -$1.16K -25 -18%
TFGT
239
TS Financial Group (TSFG)
Illinois
$4K
LWM
240
Lenox Wealth Management
Ohio
$3K -$511 -11 -14%
GEA
241
Glen Eagle Advisors
New Jersey
$1.58K
WCM
242
Whitener Capital Management
North Carolina
$1K +$186 +4 +11%
WI
243
WBI Investments
New Jersey
-$14.2M -303,949 Closed
PWPCM
244
Perella Weinberg Partners Capital Management
New York
-$7.82M -167,355 Closed
CCA
245
Clearwater Capital Advisors
Illinois
-$7.33M -157,025 Closed
Bank of Nova Scotia
246
Bank of Nova Scotia
Ontario, Canada
-$5.04M -107,834 Closed
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
-$1.87M -40,098 Closed
FTUS
248
Flow Traders U.S.
New York
-$1.58M -33,931 Closed
TFA
249
Transamerica Financial Advisors
Florida
-$1.52M -32,568 Closed
CIBC World Market
250
CIBC World Market
Ontario, Canada
-$998K -21,364 Closed

SHYG Hedge Fund Activity: Q3 2019 in Review

243 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2019, worth a combined $1.82B — up 2.1% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHYG positions and 30 closed out — a net gain of 6 holders — while 111 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Jane Street, cutting an estimated $67.1M.

  • 243 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2019, up from 237 in Q2 2019.
  • Funds reported $1.82B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2019, up 2.1% quarter-over-quarter.
  • 36 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2019 and 30 closed out, a net change of +6 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2019 was BlackRock, an estimated $107M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2019 was Jane Street, an estimated $67.1M sold.

Based on aggregated 13F filings for Q3 2019.