iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
167 hedge funds and large institutions have $2.71B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 71 increasing their positions, 28 reducing their positions, and 17 closing their positions.
206% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 17
154% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 28
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
27% more funds holding
Funds holding: 132 → 167 (+35)
4% more capital invested
Capital invested by funds: $2.61B → $2.71B (+$99M)
2.54% less ownership
Funds ownership: 77.1% → 74.55% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$49.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$44.3M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
+$42.3M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$37.4M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$56.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$45.6M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$19.9M |
| 4 |
Jane Street
New York
|
-$16.2M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$14.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
176
Southport Capital Management
Chattanooga,
Tennessee
| – | -$281K | -5,873 | Closed |
|
|
NPC
177
National Planning Corporation
El Segundo,
California
| – | -$242K | -5,060 | Closed |
|
|
HFS
178
HL Financial Services
Louisville,
Kentucky
| – | -$201K | -4,209 | Closed |
|
|
NFG
179
Next Financial Group
Houston,
Texas
| – | -$70K | -1,480 | Closed |
|
|
FA
180
Fortis Advisors
Wayne,
Pennsylvania
| – | -$51K | -1,070 | Closed |
|
|
PRS
181
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$2K | -41 | Closed |
|
182
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -23 | Closed |
|
|
WCM
183
Whitener Capital Management
Rocky Mount,
North Carolina
| – | +$852 | +18 | New |
|
SHYG Hedge Fund Activity: Q4 2017 in Review
167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2017, worth a combined $2.71B — up 3.8% from $2.61B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SHYG positions and 17 closed out — a net gain of 35 holders — while 71 added to existing stakes and 28 trimmed.
The largest buyer was SCS Capital Management, adding an estimated $49.1M. The largest seller was Bank of America, cutting an estimated $56.3M.
- 167 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2017, up from 132 in Q3 2017.
- Funds reported $2.71B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2017, up 3.8% quarter-over-quarter.
- 52 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2017 and 17 closed out, a net change of +35 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2017 was SCS Capital Management, an estimated $49.1M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2017 was Bank of America, an estimated $56.3M sold.
Based on aggregated 13F filings for Q4 2017.