iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
26 hedge funds and large institutions have $166M invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
306% more capital invested
Capital invested by funds: $41M → $166M (+$125M)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
32.25% more ownership
Funds ownership: 38.37% → 70.62% (+32%)
13% more funds holding
Funds holding: 23 → 26 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$54.3M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$39M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$23.9M |
| 4 |
Neuberger Berman Group
New York
|
+$5.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$1.75M |
| 2 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$1.19M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$311K |
| 4 |
FAAM
First Allied Asset Management
San Diego,
California
|
-$268K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$209K |
SHYG Hedge Fund Activity: Q1 2015 in Review
26 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2015, worth a combined $166M — up 306% from $41M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SHYG positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $54.3M. The largest seller was Hancock Whitney, cutting an estimated $1.75M.
- 26 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2015, up from 23 in Q4 2014.
- Funds reported $166M of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2015, up 306% quarter-over-quarter.
- 7 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2015 and 4 closed out, a net change of +3 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2015 was Charles Schwab Investment Advisory, an estimated $54.3M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2015 was Hancock Whitney, an estimated $1.75M sold.
Based on aggregated 13F filings for Q1 2015.