iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
23 hedge funds and large institutions have $41M invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
60% more capital invested
Capital invested by funds: $25.6M → $41M (+$15.4M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
10% more funds holding
Funds holding: 21 → 23 (+2)
7.89% more ownership
Funds ownership: 30.48% → 38.37% (+7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.27M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
+$7.67M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.58M |
| 4 |
Neuberger Berman Group
New York
|
+$4.31M |
| 5 |
FAAM
First Allied Asset Management
San Diego,
California
|
+$780K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.04M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$3.96M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$440K |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$363K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$233K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$363K | -7,340 | Closed |
|
|
MHS
27
M Holdings Securities
Portland,
Oregon
| – | -$223K | -4,500 | Closed |
|
SHYG Hedge Fund Activity: Q4 2014 in Review
23 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2014, worth a combined $41M — up 60% from $25.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SHYG positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.27M. The largest seller was Jane Street, cutting an estimated $7.04M.
- 23 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2014, up from 21 in Q3 2014.
- Funds reported $41M of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2014, up 60% quarter-over-quarter.
- 7 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2014 and 4 closed out, a net change of +3 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2014 was Morgan Stanley, an estimated $9.27M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2014 was Jane Street, an estimated $7.04M sold.
Based on aggregated 13F filings for Q4 2014.