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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
SXL
251
Summit X LLC
Missouri
-$897K -19,022 Closed
GBBWRPM
252
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$404K -8,643 Closed
MFM
253
Mirsky Financial Management
New York
-$397K -8,510 Closed
LFAS
254
Level Four Advisory Services
Texas
-$372K -7,958 Closed
HF
255
HRT Financial
New York
-$294K -6,298 Closed
ACP
256
Aveo Capital Partners
Colorado
-$260K -5,574 Closed
BCI
257
Brinker Capital Investments
Pennsylvania
-$249K -5,333 Closed
Baird Financial Group
258
Baird Financial Group
Wisconsin
-$208K -4,448 Closed
CWA
259
Clarus Wealth Advisors
Arizona
-$146K -3,121 Closed
MWM
260
Mascoma Wealth Management
New Hampshire
-$136K -2,904 Closed
DSC
261
Duncker Streett & Co
Missouri
-$118K -2,525 Closed
DWM
262
Destination Wealth Management
California
-$83K -1,770 Closed
William Blair & Company
263
William Blair & Company
Illinois
-$44K -943 Closed
PCMK
264
Paragon Capital Management (Kansas)
Kansas
-$16K -345 Closed
BBA
265
Braun-Bostich & Associates
Pennsylvania
-$15K -313 Closed
RCAG
266
Rehmann Capital Advisory Group
Michigan
-$12K -256 Closed
PVH
267
Psagot Value Holdings
Israel
-$11K -241 Closed
SMFS
268
Squar Milner Financial Services
California
-$10K -215 Closed
SFA
269
Semmax Financial Advisors
North Carolina
-$8K -175 Closed
WAP
270
Wealthcare Advisory Partners
Pennsylvania
-$5K -111 Closed
SWP
271
Strategic Wealth Partners
Ohio
-$5K -108 Closed
HFM
272
Hartford Financial Management
Connecticut
-$1K -20 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.