iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
204 hedge funds and large institutions have $1.37B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 14 closing their positions.
164% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 14
58% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 53
12% more funds holding
Funds holding: 182 → 204 (+22)
16.97% less ownership
Funds ownership: 72.63% → 55.66% (-17%)
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
49% less capital invested
Capital invested by funds: $2.68B → $1.37B (-$1.31B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$37.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$33.2M |
| 3 |
BlackRock
New York
|
+$25.5M |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
+$23.3M |
| 5 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.43B |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$62.6M |
| 3 |
AssetMark Inc
Concord,
California
|
-$28.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$4.84M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.37M |
SHYG Hedge Fund Activity: Q2 2018 in Review
204 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2018, worth a combined $1.37B — down 49% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SHYG positions and 14 closed out — a net gain of 23 holders — while 84 added to existing stakes and 53 trimmed.
The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $37.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $1.43B.
- 204 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2018, up from 182 in Q1 2018.
- Funds reported $1.37B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2018, down 49% quarter-over-quarter.
- 37 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2018 and 14 closed out, a net change of +23 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2018 was Mitsubishi UFJ Trust & Banking, an estimated $37.4M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2018 was Charles Schwab Investment Advisory, an estimated $1.43B sold.
Based on aggregated 13F filings for Q2 2018.