iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
97 hedge funds and large institutions have $1.37B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 17 closing their positions.
340% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 10
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
46% more capital invested
Capital invested by funds: $934M → $1.37B (+$432M)
21% more funds holding
Funds holding: 80 → 97 (+17)
2.03% more ownership
Funds ownership: 82.31% → 84.34% (+2%)
Top Buyers
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$142M |
| 2 |
AssetMark Inc
Concord,
California
|
+$107M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
+$49.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$38.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$24.5M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$9.12M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$3.94M |
| 3 |
Millennium Management
New York
|
-$2.42M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$2.32M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Citadel Advisors
Miami,
Florida
| – | -$2.2M | -46,507 | Closed |
|
|
SCA
102
Snowden Capital Advisors
New York
| – | -$2.11M | -44,636 | Closed |
|
103
Jane Street
New York
| – | -$1.56M | -32,910 | Closed |
|
|
FTUS
104
Flow Traders U.S.
New York
| – | -$593K | -12,537 | Closed |
|
|
SBH
105
Segall Bryant & Hamill
Chicago,
Illinois
| – | -$548K | -11,600 | Closed |
|
106
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$272K | -5,743 | Closed |
|
|
BCM
107
Bluefin Capital Management
New York
| – | -$224K | -4,731 | Closed |
|
|
ACM
108
Argentus Capital Management
Dallas,
Texas
| – | -$161K | -3,413 | Closed |
|
|
KA
109
Klingman & Associates
New York
| – | -$70K | -1,488 | Closed |
|
|
IWMPD
110
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$33K | -689 | Closed |
|
|
LWA
111
Lenox Wealth Advisors
New York
| – | -$18K | -382 | Closed |
|
112
Mariner
Overland Park,
Kansas
| – | -$15K | -310 | Closed |
|
|
CWM
113
Concert Wealth Management
San Jose,
California
| – | -$1K | -19 | Closed |
|
SHYG Hedge Fund Activity: Q4 2016 in Review
97 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2016, worth a combined $1.37B — up 46% from $934M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SHYG positions and 17 closed out — a net gain of 18 holders — while 44 added to existing stakes and 10 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $142M. The largest seller was Goldman Sachs, exiting entirely with an estimated $9.12M sold.
- 97 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2016, up from 80 in Q3 2016.
- Funds reported $1.37B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2016, up 46% quarter-over-quarter.
- 35 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2016 and 17 closed out, a net change of +18 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2016 was Charles Schwab Investment Advisory, an estimated $142M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2016 was Goldman Sachs, an estimated $9.12M sold.
Based on aggregated 13F filings for Q4 2016.