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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$1.43M
FGAM
102
Financial Gravity Asset Management
Texas
$1.41M +$978K +21,065 +230%
NGA
103
Naples Global Advisors
Florida
$1.4M +$107K +2,300 +8%
SSWM
104
Sheets Smith Wealth Management
North Carolina
$1.38M -$39.2K -844 -3%
SFM
105
Signet Financial Management
New Jersey
$1.3M +$622K +13,407 +91%
MFG
106
Merit Financial Group
Georgia
$1.25M +$1.25M +26,835 New
PCM
107
Prelude Capital Management
New York
$1.23M +$646K +13,920 +110%
BFM
108
Boothbay Fund Management
New York
$1.15M +$1.14M +24,650 New
PAS
109
Park Avenue Securities
New York
$1.12M +$132K +2,834 +13%
SPC
110
Sigma Planning Corp
Michigan
$1.08M +$16.7K +359 +2%
Sumitomo Mitsui Trust Group
111
Sumitomo Mitsui Trust Group
Japan
$1.06M +$1.06M +22,905 New
BWAM
112
Boyd Watterson Asset Management
Ohio
$1.06M +$15.6K +336 +1%
JIP
113
Jaffetilchin Investment Partners
Florida
$1.05M +$43.3K +933 +4%
Mariner
114
Mariner
Kansas
$1.04M +$174K +3,740 +20%
ACS
115
Archford Capital Strategies
Illinois
$1.02M +$62.5K +1,347 +7%
PAG
116
Private Advisor Group
New Jersey
$988K +$73K +1,572 +8%
MCM
117
Mainstay Capital Management
Michigan
$985K -$56.3K -1,213 -5%
Deutsche Bank
118
Deutsche Bank
Germany
$980K +$57.2K +1,231 +6%
VRM
119
Vectors Research Management
New York
$942K +$941K +20,268 New
HC
120
HNP Capital
New York
$934K +$941K +20,268 New
MAS
121
Madden Advisory Services
Florida
$885K -$306K -6,598 -26%
FF
122
Fluent Financial
Texas
$884K -$87.7K -1,889 -9%
DWM
123
Dakota Wealth Management
Florida
$874K +$96.2K +2,073 +12%
CP
124
Cumberland Partners
Ontario, Canada
$869K +$868K +18,700 New
1IA
125
1834 Investment Advisors
Wisconsin
$761K -$23.4K -505 -3%

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.