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iShares 0-5 Year High Yield Corporate Bond ETF

243 hedge funds and large institutions have $1.82B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 64

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

3% more funds holding

Funds holding: 237243 (+6)

2% more capital invested

Capital invested by funds: $1.78B → $1.82B (+$37.2M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1.83% less ownership

Funds ownership: 58.64%56.81% (-1.8%)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
5.33%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
36
Increased
111
Reduced
64
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Advisors Capital Management
New Jersey
$12.8M +$448K +9,649 +4%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$11.7M +$102K +2,200 +0.9%
B
28
Barings
North Carolina
$11.6M -$4.96M -106,743 -30%
PA
29
Probity Advisors
Texas
$11.2M +$563K +12,134 +5%
FCIM
30
Fairview Capital Investment Management
California
$10.8M -$1.02M -21,900 -9%
IA
31
IndexIQ Advisors
New York
$10.8M -$895K -19,268 -8%
HIM
32
Hanlon Investment Management
New Jersey
$10.4M -$9.39M -202,362 -48%
TW
33
Transform Wealth
Colorado
$9.9M -$12.3M -264,535 -55%
CI
34
Conning Inc
Connecticut
$9.77M
OAM
35
Occidental Asset Management
California
$9.1M +$1.01M +21,820 +13%
WP
36
WealthSource Partners
California
$8.65M +$6.01M +129,381 +228%
UCFA
37
United Capital Financial Advisors
Texas
$8.6M -$87.6K -1,887 -1%
BWM
38
Bernicke Wealth Management
Wisconsin
$8.56M +$89.5K +1,927 +1%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$8.49M -$344K -7,401 -4%
RWA
40
Redhawk Wealth Advisors
Minnesota
$8.37M -$474K -10,218 -5%
WA
41
WP Advisors
California
$8.31M +$1.01M +21,673 +14%
SB
42
Suntrust Banks
Georgia
$7.2M +$717K +15,442 +11%
MWC
43
MBM Wealth Consultants
Missouri
$7.13M +$967K +20,818 +16%
QFA
44
Quattro Financial Advisors
Texas
$7.09M +$7.14M +153,811 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$7.02M +$2.83M +60,900 +68%
JP Morgan Chase
46
JP Morgan Chase
New York
$5.99M +$564K +12,156 +10%
SWP
47
Stratos Wealth Partners
Ohio
$5.95M -$183K -3,932 -3%
PFM
48
Peak Financial Management
Massachusetts
$5.79M +$190K +4,086 +3%
RCS
49
Retirement Capital Strategies
California
$5.73M -$5.1M -109,905 -47%
PI
50
PFS Investments
Georgia
$5.51M +$2.88M +61,929 +110%

SHYG Hedge Fund Activity: Q3 2019 in Review

243 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2019, worth a combined $1.82B — up 2.1% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHYG positions and 30 closed out — a net gain of 6 holders — while 111 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Jane Street, cutting an estimated $67.1M.

  • 243 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2019, up from 237 in Q2 2019.
  • Funds reported $1.82B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2019, up 2.1% quarter-over-quarter.
  • 36 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2019 and 30 closed out, a net change of +6 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2019 was BlackRock, an estimated $107M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2019 was Jane Street, an estimated $67.1M sold.

Based on aggregated 13F filings for Q3 2019.