iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
46 hedge funds and large institutions have $1.1B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
14% more capital invested
Capital invested by funds: $969M → $1.1B (+$131M)
12% more funds holding
Funds holding: 41 → 46 (+5)
1.2% more ownership
Funds ownership: 117.54% → 118.74% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$82.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$62.5M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$60.2M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$11.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$37.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$29.9M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$4.74M |
| 4 |
Morgan Stanley
New York
|
-$4.38M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$2.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
51
Virtu KCG Holdings
New York
| – | -$640K | -13,980 | Closed |
|
|
YMRC
52
Yorktown Management & Research Company
Forest,
Virginia
| – | -$266K | -5,800 | Closed |
|
53
Creative Planning
Overland Park,
Kansas
| – | +$183 | +4 | New |
|
SHYG Hedge Fund Activity: Q4 2015 in Review
46 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2015, worth a combined $1.1B — up 14% from $969M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SHYG positions and 7 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $82.7M. The largest seller was WBI Investments, exiting entirely with an estimated $37.2M sold.
- 46 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2015, up from 41 in Q3 2015.
- Funds reported $1.1B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2015, up 14% quarter-over-quarter.
- 12 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2015 and 7 closed out, a net change of +5 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2015 was Charles Schwab Investment Advisory, an estimated $82.7M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2015 was WBI Investments, an estimated $37.2M sold.
Based on aggregated 13F filings for Q4 2015.