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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
IP
151
Investment Partners
Ohio
$414K -$4.97K -107 -1%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$393K -$16.2K -350 -4%
EWMCB
153
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$375K
SAM
154
SignalPoint Asset Management
Missouri
$370K +$6.31K +136 +2%
BWM
155
BT Wealth Management
Georgia
$362K
ATPW
156
Ashton Thomas Private Wealth
Arizona
$361K +$360K +7,759 New
BFA
157
Beaumont Financial Advisors
Massachusetts
$360K -$28.5K -613 -7%
LF
158
Lee Financial
Texas
$360K +$90.1K +1,941 +33%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$350K +$47.3K +1,018 +16%
SA
160
Shilanski & Associates
Alaska
$344K +$3.06K +66 +0.9%
CFG
161
CKW Financial Group
Hawaii
$338K +$20.1K +433 +6%
CF
162
Copperwynd Financial
Arizona
$331K +$61K +1,313 +22%
CFGS
163
Concourse Financial Group Securities
Alabama
$328K -$1.83M -39,455 -85%
BI
164
Bramshill Investments
Florida
$324K +$74.6K +1,607 +30%
BOPW
165
Brandywine Oak Private Wealth
Pennsylvania
$316K -$3.28M -70,655 -91%
GTAM
166
Global Trust Asset Management
Florida
$316K +$316K +6,800 New
OC
167
Oppenheimer & Co
New York
$303K -$44K -947 -13%
AIP
168
Ameritas Investment Partners
Nebraska
$298K +$191K +4,122 +179%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$279K +$127K +2,740 +84%
PP
170
Palladium Partners
Virginia
$273K +$8.63K +186 +3%
Allianz Asset Management
171
Allianz Asset Management
Germany
$271K -$241K -5,190 -47%
VBFP
172
Valtinson Bruner Financial Planning
Minnesota
$269K -$36.9K -795 -12%
BCM
173
Bluefin Capital Management
New York
$254K +$254K +5,471 New
IWC
174
Integrated Wealth Concepts
Massachusetts
$252K +$252K +5,427 New
NFG
175
Next Financial Group
Texas
$251K -$55.2K -1,190 -18%

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.