We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

245 hedge funds and large institutions have $1.35B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 60

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

11% more capital invested

Capital invested by funds: $1.21B → $1.35B (+$136M)

7% more funds holding

Funds holding: 228245 (+17)

0.86% more ownership

Funds ownership: 52.16%53.02% (+0.86%)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
245
Holders Change
+17
Holders Change %
+7.46%
% of All Funds
5.3%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
49
Increased
103
Reduced
60
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
251
FormulaFolio Investments
Michigan
-$4.27M -90,676 Closed
CC
252
Centiva Capital
New York
-$3M -67,450 Closed
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
-$1.54M -34,551 Closed
PFC
254
Personal Financial Consultants
California
-$1.52M -34,154 Closed
TSS
255
Two Sigma Securities
New York
-$1.07M -24,045 Closed
AAMA
256
Advanced Asset Management Advisors
Ohio
-$838K -18,800 Closed
CL
257
Cabana LLC
Arkansas
-$806K -18,098 Closed
PH
258
Pinnacle Holdings
Oklahoma
-$742K -16,655 Closed
SG
259
Swarthmore Group
Pennsylvania
-$731K -16,400 Closed
TSW
260
Thompson Siegel & Walmsley
Virginia
-$446K -10,000 Closed
SMG
261
Smart Money Group
Texas
-$443K -9,954 Closed
IA
262
IFP Advisors
Florida
-$384K -8,628 Closed
GA
263
GFS Advisors
Texas
-$382K -8,564 Closed
RA
264
RFG Advisory
Alabama
-$362K -8,120 Closed
FIA
265
Foundations Investment Advisors
Arizona
-$362K -7,815 Closed
CA
266
Continuum Advisory
Idaho
-$243K -5,454 Closed
RBA
267
Richard Bernstein Advisors
New York
-$136K -3,059 Closed
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
-$45K -1,009 Closed
UBS AM
269
UBS AM
Illinois
-$39.4K -885 Closed
RWA
270
River Wealth Advisors
Pennsylvania
-$25K -570 Closed
FCA
271
FinTrust Capital Advisors
South Carolina
-$16K -360 Closed
MWC
272
MKD Wealth Coaches
Michigan
-$8K -179 Closed
W
273
WealthOne
New York
-$2K -42 Closed

SHYG Hedge Fund Activity: Q1 2019 in Review

245 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2019, worth a combined $1.35B — up 11% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SHYG positions and 30 closed out — a net gain of 19 holders — while 103 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $60.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $27.9M sold.

  • 245 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2019, up from 228 in Q4 2018.
  • Funds reported $1.35B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2019, up 11% quarter-over-quarter.
  • 49 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2019 and 30 closed out, a net change of +19 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2019 was BlackRock, an estimated $60.7M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2019 was Citadel Advisors, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2019.