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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
AIA
201
Armor Investment Advisors
North Carolina
$93K
AIM
202
Anchor Investment Management
South Carolina
$92K
ACA
203
Aptus Capital Advisors
Alabama
$80K +$80K +1,723 New
BAMG
204
Brand Asset Management Group
Missouri
$77K +$8.17K +176 +12%
SFS
205
Sowell Financial Services
Arkansas
$71K +$71.2K +1,534 New
OAM
206
Oppenheimer Asset Management
New York
$60K
LWA
207
Lowe Wealth Advisors
Maryland
$59K +$8.13K +175 +16%
NCM
208
Next Capital Management
New York
$58K +$29.9K +645 +105%
WP
209
WealthShield Partners
North Carolina
$57K +$57.2K +1,231 New
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$56K +$55.4K +1,194 New
TA
211
Thor Advisors
New York
$51K +$51.4K +1,107 New
RBC
212
Roble Belko & Company
Pennsylvania
$50K +$50.2K +1,082 New
RCA
213
Rowland Carmichael Advisors
Arizona
$42K
Citigroup
214
Citigroup
New York
$41K -$28.8K -620 -42%
GSWM
215
Golden State Wealth Management
California
$38K +$15.1K +325 +67%
RE
216
RBC Europe
United Kingdom
$37.9K
FANJ
217
Financial Architects (New Jersey)
New Jersey
$33K
SBL
218
Sargent Bickham Lagudis
Colorado
$33K +$186 +4 +0.6%
FRA
219
Front Row Advisors
California
$32K
ETI
220
Enterprise Trust & Investment
California
$30K
AIC
221
Ameritas Investment Company
Nebraska
$28K +$28.2K +608 New
LWM
222
Liberty Wealth Management
California
$26K +$26.2K +564 New
SF
223
Synovus Financial
Georgia
$24K +$24.1K +520 New
GRP
224
Global Retirement Partners
California
$17K +$4.69K +101 +39%
MRCM
225
M&R Capital Management
New Jersey
$13K

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.