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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
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$5.43M -$1.2M -25,802 -18%
Stifel Financial
52
Stifel Financial
Missouri
$5.39M +$171K +3,676 +3%
RJA
53
Raymond James & Associates
Florida
$5.26M +$334K +7,196 +7%
WI
54
WrapManager Inc
California
$5.22M +$190K +4,085 +4%
CT
55
Coastline Trust
Rhode Island
$5.09M +$791K +17,035 +18%
TC
56
Trilogy Capital
California
$5.03M +$462K +9,948 +10%
IF
57
IRON Financial
Illinois
$4.9M +$4.9M +105,490 New
MLM
58
Mount Lucas Management
Pennsylvania
$4.63M -$146K -3,152 -3%
FMT
59
First Mercantile Trust
Tennessee
$4.55M +$920K +19,806 +25%
AG
60
Advisor Group
Arizona
$4.45M +$889K +19,143 +25%
GWM
61
Geneos Wealth Management
Colorado
$4.01M +$330K +7,102 +9%
LFPWM
62
Leicht Financial Planning & Wealth Management
New Jersey
$4M -$1.58M -33,927 -28%
ECM
63
ETrade Capital Management
Virginia
$3.96M -$255K -5,499 -6%
TCM
64
Towercrest Capital Management
Pennsylvania
$3.71M +$184K +3,954 +5%
SBWM
65
Sunflower Bank Wealth Management
Arizona
$3.66M +$156K +3,370 +4%
CS
66
Comerica Securities
Michigan
$3.61M
RWG
67
Regal Wealth Group
California
$3.51M +$199K +4,293 +6%
BS
68
Banco Santander
Spain
$3.48M -$234K -5,046 -6%
MML Investors Services
69
MML Investors Services
Massachusetts
$3.34M +$156K +3,369 +5%
SIA
70
SeaBridge Investment Advisors
New Jersey
$3.32M -$28.6K -615 -0.9%
AWMG
71
Alliance Wealth Management Group
New Jersey
$3.09M +$199K +4,292 +7%
PH
72
Pinnacle Holdings
Oklahoma
$3.02M -$1.41M -30,330 -32%
ACM
73
AlphaStar Capital Management
North Carolina
$2.9M +$95.9K +2,066 +3%
BTS
74
BB&T Securities
Virginia
$2.81M +$605K +13,027 +27%
MIAN
75
Mariner Independent Advisor Network
Kansas
$2.79M -$2.49M -53,550 -47%

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.