iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
337 hedge funds and large institutions have $2.36B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 120 increasing their positions, 92 reducing their positions, and 42 closing their positions.
117% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 42
30% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 92
15% more funds holding
Funds holding: 294 → 337 (+43)
9.54% more ownership
Funds ownership: 60.75% → 70.28% (+9.5%)
9% more capital invested
Capital invested by funds: $2.16B → $2.36B (+$198M)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$367M |
| 2 |
LPL Financial
San Diego,
California
|
+$63.8M |
| 3 |
PAS
Park Avenue Securities
New York
|
+$41.2M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$35M |
| 5 |
BlackRock
New York
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$95.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$62.8M |
| 3 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$36.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$27.9M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$26.9M |
SHYG Hedge Fund Activity: Q1 2020 in Review
337 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2020, worth a combined $2.36B — up 9.1% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new SHYG positions and 42 closed out — a net gain of 49 holders — while 120 added to existing stakes and 92 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $367M. The largest seller was Fidelity Investments, cutting an estimated $95.9M.
- 337 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2020, up from 294 in Q4 2019.
- Funds reported $2.36B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2020, up 9.1% quarter-over-quarter.
- 91 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2020 and 42 closed out, a net change of +49 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $367M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2020 was Fidelity Investments, an estimated $95.9M sold.
Based on aggregated 13F filings for Q1 2020.