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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

167 hedge funds and large institutions have $2.71B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 71 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 17

154% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 28

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

27% more funds holding

Funds holding: 132 → 167 (+35)

4% more capital invested

Capital invested by funds: $2.61B → $2.71B (+$99M)

2.54% less ownership

Funds ownership: 77.1% → 74.55% (-2.5%)

Holders
167
Holders Change
+35
Holders Change %
+26.52%
% of All Funds
3.79%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
52
Increased
71
Reduced
28
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
SCS Capital Management
Massachusetts
+$49.1M
2
AssetMark Inc
AssetMark Inc
California
+$44.3M
3
RBA
Richard Bernstein Advisors
New York
+$42.3M
4
CSIA
Charles Schwab Investment Advisory
California
+$37.4M
5
Creative Planning
Creative Planning
Kansas
+$32.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$56.3M
2
UBS Group
UBS Group
Switzerland
-$45.6M
3
AC
Allstate Corporation
Illinois
-$19.9M
4
Jane Street
Jane Street
New York
-$16.2M
5
FTUS
Flow Traders U.S.
New York
-$14.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Aviance Capital Management
Florida
$7.96M -$1.81M -38,194 -18%
AA
27
Advisory Alpha
Michigan
$7.91M +$7.93M +167,561 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.59M +$3.74M +79,012 +96%
PFM
29
Peak Financial Management
Massachusetts
$6.71M +$56.2K +1,187 +0.8%
BWAM
30
Boyd Watterson Asset Management
Ohio
$5.96M -$104K -2,203 -2%
AIA
31
Allegis Investment Advisors
Idaho
$5.19M +$5.21M +110,101 New
SRSA
32
S.R. Schill & Associates
Washington
$5.12M +$51.7K +1,093 +1%
ECM
33
ETrade Capital Management
Virginia
$4.78M +$70.3K +1,485 +1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$4.72M +$2.03M +42,893 +75%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$4.65M +$3.14M +66,395 +206%
MIAN
36
Mariner Independent Advisor Network
Kansas
$4.48M +$4.49M +94,955 New
MML Investors Services
37
MML Investors Services
Massachusetts
$4.32M +$363K +7,668 +9%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$4.31M +$182K +3,850 +4%
SWP
39
Stratos Wealth Partners
Ohio
$3.88M +$878K +18,555 +29%
RWG
40
Regal Wealth Group
California
$3.32M +$199K +4,197 +6%
RJA
41
Raymond James & Associates
Florida
$3.28M +$608K +12,843 +23%
Millennium Management
42
Millennium Management
New York
$3.18M -$571K -12,065 -15%
PA
43
Probity Advisors
Texas
$3.16M +$3.17M +66,994 New
FF
44
Fluent Financial
Texas
$2.96M +$2.96M +62,487 New
WFWM
45
Wechter Feldman Wealth Management
New Jersey
$2.81M +$2.82M +59,511 New
MLM
46
Mount Lucas Management
Pennsylvania
$2.72M +$33.1K +700 +1%
AG
47
Advisor Group
Arizona
$2.66M +$753K +15,917 +39%
AAMA
48
Advanced Asset Management Advisors
Ohio
$2.65M +$2.66M +56,118 New
AWMG
49
Alliance Wealth Management Group
New Jersey
$2.63M +$2.64M +55,777 New
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$2.58M +$711K +15,020 +38%
1
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SHYG Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2017, worth a combined $2.71B — up 3.8% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SHYG positions and 17 closed out — a net gain of 35 holders — while 71 added to existing stakes and 28 trimmed.

The largest buyer was SCS Capital Management, adding an estimated $49.1M. The largest seller was Bank of America, cutting an estimated $56.3M.

  • 167 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2017, up from 132 in Q3 2017.
  • Funds reported $2.71B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2017, up 3.8% quarter-over-quarter.
  • 52 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2017 and 17 closed out, a net change of +35 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2017 was SCS Capital Management, an estimated $49.1M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2017 was Bank of America, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2017.