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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

97 hedge funds and large institutions have $1.37B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 10

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

46% more capital invested

Capital invested by funds: $934M → $1.37B (+$432M)

21% more funds holding

Funds holding: 80 → 97 (+17)

2.03% more ownership

Funds ownership: 82.31% → 84.34% (+2%)

Holders
97
Holders Change
+17
Holders Change %
+21.25%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.15%
New
35
Increased
44
Reduced
10
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$142M
2
AssetMark Inc
AssetMark Inc
California
+$107M
3
RBA
Richard Bernstein Advisors
New York
+$49.8M
4
Bank of America
Bank of America
North Carolina
+$38.7M
5
UBS Group
UBS Group
Switzerland
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$9.12M
2
ST
Spinnaker Trust
Maine
-$3.94M
3
Millennium Management
Millennium Management
New York
-$2.42M
4
ACM
Aviance Capital Management
Florida
-$2.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
26
Regal Wealth Group
California
$2.68M +$2.66M +56,587 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$2.48M +$1.4M +29,788 +132%
CCA
28
Clearwater Capital Advisors
Illinois
$2.35M -$493K -10,493 -17%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.33M +$441K +9,381 +24%
BlackRock
30
BlackRock
New York
$2.3M +$124K +2,642 +6%
BWAM
31
Boyd Watterson Asset Management
Ohio
$2.25M +$366K +7,789 +20%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$2.18M +$268K +5,699 +14%
TPW
33
Tiller Private Wealth
Pennsylvania
$2.17M +$65.3K +1,390 +3%
WI
34
WBI Investments
New Jersey
$2.08M +$2.07M +43,972 New
IFS
35
Ifrah Financial Services
Arkansas
$2.06M +$2.04M +43,404 New
AG
36
Advisor Group
Arizona
$1.72M +$1.27M +27,078 +294%
LS
37
Lattice Strategies
Pennsylvania
$1.64M -$51.9K -1,105 -3%
SFFS
38
Stonehage Fleming Financial Services
Jersey
$1.34M +$586K +12,460 +79%
SG Americas Securities
39
SG Americas Securities
New York
$1.28M +$1.02M +21,772 +414%
ACP
40
Ashfield Capital Partners
California
$1.23M +$1.22M +25,969 New
SWP
41
Stratos Wealth Partners
Ohio
$1.19M +$873K +18,582 +282%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.06M -$107K -2,282 -9%
RJA
43
Raymond James & Associates
Florida
$991K +$113K +2,398 +13%
SB
44
Suntrust Banks
Georgia
$983K +$34.8K +741 +4%
HCM
45
Hilton Capital Management
New York
$794K – – –
MWM
46
Meridian Wealth Management
Kentucky
$777K +$771K +16,410 New
MFS
47
MSI Financial Services
Massachusetts
$738K +$683K +14,530 +1,381%
SPC
48
Sigma Planning Corp
Michigan
$732K +$320K +6,805 +79%
IA
49
IFP Advisors
Florida
$719K +$384K +8,168 +116%
NFG
50
Next Financial Group
Texas
$709K +$639K +13,592 +989%
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SHYG Hedge Fund Activity: Q4 2016 in Review

97 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2016, worth a combined $1.37B — up 46% from $934M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SHYG positions and 17 closed out — a net gain of 18 holders — while 44 added to existing stakes and 10 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $142M. The largest seller was Goldman Sachs, exiting entirely with an estimated $9.12M sold.

  • 97 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2016, up from 80 in Q3 2016.
  • Funds reported $1.37B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2016, up 46% quarter-over-quarter.
  • 35 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2016 and 17 closed out, a net change of +18 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2016 was Charles Schwab Investment Advisory, an estimated $142M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2016 was Goldman Sachs, an estimated $9.12M sold.

Based on aggregated 13F filings for Q4 2016.