iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
35 hedge funds and large institutions have $438M invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
163% more capital invested
Capital invested by funds: $166M → $438M (+$272M)
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
35% more funds holding
Funds holding: 26 → 35 (+9)
7.73% more ownership
Funds ownership: 70.62% → 78.34% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$159M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$59.3M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$51.6M |
| 4 |
Bank of New York Mellon
New York
|
+$15.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$39.1M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.8M |
| 3 |
Jane Street
New York
|
-$624K |
| 4 |
TC
Trust Company
Manhattan,
Kansas
|
-$559K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$530K |
SHYG Hedge Fund Activity: Q2 2015 in Review
35 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2015, worth a combined $438M — up 163% from $166M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SHYG positions and 6 closed out — a net gain of 10 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $159M. The largest seller was Aviance Capital Management, exiting entirely with an estimated $39.1M sold.
- 35 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2015, up from 26 in Q1 2015.
- Funds reported $438M of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2015, up 163% quarter-over-quarter.
- 16 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2015 and 6 closed out, a net change of +10 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2015 was Charles Schwab Investment Advisory, an estimated $159M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2015 was Aviance Capital Management, an estimated $39.1M sold.
Based on aggregated 13F filings for Q2 2015.