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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

114 hedge funds and large institutions have $1.83B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

34% more capital invested

Capital invested by funds: $1.37B → $1.83B (+$460M)

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

18% more funds holding

Funds holding: 97 → 114 (+17)

2.99% less ownership

Funds ownership: 84.34% → 81.35% (-3%)

Holders
114
Holders Change
+17
Holders Change %
+17.53%
% of All Funds
2.84%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
32
Increased
47
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$218M
2
FTUS
Flow Traders U.S.
New York
+$48.1M
3
Bank of America
Bank of America
North Carolina
+$43.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$29.5M
5
BlackRock
BlackRock
New York
+$28.9M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$11.4M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$3.98M
3
TPW
Tiller Private Wealth
Pennsylvania
-$2.17M
4
WI
WBI Investments
New Jersey
-$2.08M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
101
M&R Capital Management
New Jersey
$14K – – –
CFG
102
CKW Financial Group
Hawaii
$12K +$714 +15 +7%
JCM
103
Jacobi Capital Management
Pennsylvania
$10K – – –
WA
104
WFG Advisors
Texas
$10K – – –
SF
105
Synovus Financial
Georgia
$10K +$10.2K +215 New
MIFH
106
Migdal Insurance & Financial Holdings
Israel
$6K +$6.19K +130 New
GRP
107
Global Retirement Partners
California
$3K – – –
KKAMG
108
Kernodle & Katon Asset Management Group
Arkansas
$3K +$2.95K +62 New
VIA
109
Vantage Investment Advisors
Pennsylvania
$3K +$3.1K +65 New
SPIA
110
Steward Partners Investment Advisory
New York
$1K +$1.05K +22 New
TPW
111
Tiller Private Wealth
Pennsylvania
– -$2.17M -45,890 Closed
WI
112
WBI Investments
New Jersey
– -$2.08M -43,972 Closed
SAM
113
SignalPoint Asset Management
Missouri
– -$338K -7,151 Closed
CAAS
114
Capital Asset Advisory Services
Michigan
– -$296K -6,250 Closed
AGM
115
Alpine Global Management
New York
– -$273K -5,764 Closed
MAM
116
Meeder Asset Management
Ohio
– -$203K -4,297 Closed
UCFA
117
United Capital Financial Advisors
Texas
– -$202K -4,277 Closed
CAL
118
Capital Analysts LLC
Pennsylvania
– -$113K -2,390 Closed
CFA
119
Camarda Financial Advisors
Florida
– -$47K -1,000 Closed
RCA
120
Rowland Carmichael Advisors
Arizona
– -$43K -900 Closed
PWM
121
Perigon Wealth Management
California
– -$16K -324 Closed
IWM
122
IHT Wealth Management
Illinois
– -$1K -11 Closed
SEI Investments
123
SEI Investments
Pennsylvania
– +$429 +9 New
US Bancorp
124
US Bancorp
Minnesota
– +$476 +10 New
First Manhattan
125
First Manhattan
New York
– +$619 +13 New
1 2 3 4
5

SHYG Hedge Fund Activity: Q1 2017 in Review

114 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2017, worth a combined $1.83B — up 34% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHYG positions and 12 closed out — a net gain of 20 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $218M. The largest seller was AssetMark Inc, cutting an estimated $11.4M.

  • 114 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2017, up from 97 in Q4 2016.
  • Funds reported $1.83B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 32 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2017 and 12 closed out, a net change of +20 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $218M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2017 was AssetMark Inc, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2017.