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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
TPCM
126
Three Peaks Capital Management
Colorado
$760K -$117K -2,525 -13%
AF
127
Advisornet Financial
Minnesota
$733K +$15.6K +337 +2%
SFFS
128
Stonehage Fleming Financial Services
Jersey
$727K +$726K +15,644 New
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$693K -$83.2K -1,791 -11%
MAFM
130
Mid Atlantic Financial Management
Pennsylvania
$667K +$92K +1,982 +16%
AWA
131
Arete Wealth Advisors
Illinois
$620K +$38.6K +832 +7%
NIC
132
Northwest Investment Counselors
Oregon
$619K +$12.8K +275 +2%
BRWA
133
B. Riley Wealth Advisors
Florida
$606K +$220K +4,728 +57%
LPIC
134
LeJeune Puetz Investment Counsel
Michigan
$595K +$58K +1,250 +11%
FAAS
135
First Allied Advisory Services
California
$590K +$41.2K +888 +8%
FA
136
FDx Advisors
Illinois
$581K +$188K +4,047 +48%
MA
137
MCF Advisors
Kentucky
$540K +$72.9K +1,570 +16%
CSIA
138
Charles Schwab Investment Advisory
California
$538K -$334K -7,188 -38%
EFL
139
ERn Financial LLC
Wisconsin
$524K +$6.78K +146 +1%
FHA
140
Flagship Harbor Advisors
Massachusetts
$516K -$325 -7 -0.1%
Fisher Asset Management
141
Fisher Asset Management
Washington
$509K +$26.7K +576 +6%
SFG
142
StrategIQ Financial Group
Indiana
$500K -$239K -5,148 -32%
PIMG
143
Patriot Investment Management Group
Tennessee
$487K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$468K
VAS
145
Vestmark Advisory Solutions
Massachusetts
$459K -$15.4K -331 -3%
APA
146
American Portfolios Advisors
New York
$455K +$47.3K +1,018 +12%
RJT
147
Raymond James Trust
Florida
$451K
MI
148
Moneywise Inc
Virginia
$451K +$6.31K +136 +1%
FFA
149
First Foundation Advisors
California
$435K +$435K +9,363 New
NCM
150
Novare Capital Management
North Carolina
$420K +$93.1K +2,005 +29%

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.