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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

132 hedge funds and large institutions have $2.61B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 29

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

23% more capital invested

Capital invested by funds: $2.12B → $2.61B (+$488M)

5% more funds holding

Funds holding: 126 → 132 (+6)

0.63% more ownership

Funds ownership: 76.47% → 77.1% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
3.29%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
23
Increased
71
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$218M
2
Bank of America
Bank of America
North Carolina
+$71.1M
3
Creative Planning
Creative Planning
Kansas
+$69.5M
4
SCM
SCS Capital Management
Massachusetts
+$56.9M
5
BlackRock
BlackRock
New York
+$24.3M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$29.1M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.68M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$3.51M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.35M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$7.65M -$2.02M -42,341 -21%
CIC
27
Cutler Investment Counsel
Oregon
$7.33M +$349K +7,313 +5%
PFM
28
Peak Financial Management
Massachusetts
$6.75M +$99.5K +2,087 +2%
BWAM
29
Boyd Watterson Asset Management
Ohio
$6.16M +$327K +6,858 +6%
SRSA
30
S.R. Schill & Associates
Washington
$5.14M +$466K +9,779 +10%
ECM
31
ETrade Capital Management
Virginia
$4.78M +$315K +6,610 +7%
BCM
32
Bluefin Capital Management
New York
$4.57M +$991K +20,783 +28%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$4.19M +$59.6K +1,250 +1%
MML Investors Services
34
MML Investors Services
Massachusetts
$4.02M +$203K +4,261 +5%
CI
35
Conning Inc
Connecticut
$4.01M +$3.99M +83,800 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.93M +$843K +17,692 +27%
Millennium Management
37
Millennium Management
New York
$3.8M +$665K +13,943 +21%
SAM
38
Sentinel Asset Management
Vermont
$3.4M -$36.5K -765 -1%
RWG
39
Regal Wealth Group
California
$3.17M +$152K +3,185 +5%
Wells Fargo
40
Wells Fargo
California
$3.08M +$2.99M +62,818 +3,849%
SWP
41
Stratos Wealth Partners
Ohio
$3.05M +$972K +20,388 +47%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.74M -$350K -7,337 -11%
MLM
43
Mount Lucas Management
Pennsylvania
$2.73M +$2.22M +46,652 +447%
RJA
44
Raymond James & Associates
Florida
$2.71M +$266K +5,585 +11%
FC
45
FCA Corp
Texas
$2.3M +$145K +3,050 +7%
VWM
46
Venturi Wealth Management
Texas
$2.2M +$8.87K +186 +0.4%
IFS
47
Ifrah Financial Services
Arkansas
$2.16M +$36K +755 +2%
CCA
48
Clearwater Capital Advisors
Illinois
$2M -$261K -5,483 -12%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$2M +$114K +2,400 +6%
AG
50
Advisor Group
Arizona
$1.94M -$538K -11,286 -22%
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SHYG Hedge Fund Activity: Q3 2017 in Review

132 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2017, worth a combined $2.61B — up 23% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHYG positions and 16 closed out — a net gain of 7 holders — while 71 added to existing stakes and 29 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $218M. The largest seller was AssetMark Inc, cutting an estimated $29.1M.

  • 132 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2017, up from 126 in Q2 2017.
  • Funds reported $2.61B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2017, up 23% quarter-over-quarter.
  • 23 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2017 and 16 closed out, a net change of +7 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $218M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2017 was AssetMark Inc, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2017.