iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
41 hedge funds and large institutions have $969M invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
121% more capital invested
Capital invested by funds: $438M → $969M (+$531M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39.19% more ownership
Funds ownership: 78.34% → 117.54% (+39%)
17% more funds holding
Funds holding: 35 → 41 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$246M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$242M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$53.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$31M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$18.9M |
| 2 |
Neuberger Berman Group
New York
|
-$6.29M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.12M |
| 4 |
CC
Curian Capital
Denver,
Colorado
|
-$2.12M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.13M |
SHYG Hedge Fund Activity: Q3 2015 in Review
41 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2015, worth a combined $969M — up 121% from $438M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SHYG positions and 4 closed out — a net gain of 7 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $246M. The largest seller was WBI Investments, cutting an estimated $18.9M.
- 41 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2015, up from 35 in Q2 2015.
- Funds reported $969M of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2015, up 121% quarter-over-quarter.
- 11 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2015 and 4 closed out, a net change of +7 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2015 was United Capital Financial Advisors, an estimated $246M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2015 was WBI Investments, an estimated $18.9M sold.
Based on aggregated 13F filings for Q3 2015.