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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

14 hedge funds and large institutions have $13.8M invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

277% more capital invested

Capital invested by funds: $3.67M → $13.8M (+$10.2M)

75% more funds holding

Funds holding: 8 → 14 (+6)

10.28% more ownership

Funds ownership: 14.53% → 24.8% (+10%)

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bluefin Capital Management
New York
+$2.62M
2
Morgan Stanley
Morgan Stanley
New York
+$1.85M
3
G
GlobalBridge
Minnesota
+$1.74M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.27M
5
HW
Hancock Whitney
Mississippi
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Bluefin Capital Management
New York
$3.6M +$2.62M +51,793 +260%
HW
2
Hancock Whitney
Mississippi
$2.94M +$1.11M +21,873 +61%
Morgan Stanley
3
Morgan Stanley
New York
$1.88M +$1.85M +36,461 +7,628%
G
4
GlobalBridge
Minnesota
$1.75M +$1.74M +34,398 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.65M +$1.27M +25,084 +344%
EB
6
Eastern Bank
Massachusetts
$601K +$599K +11,820 New
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$559K +$557K +11,000 New
LPL Financial
8
LPL Financial
California
$247K +$246K +4,861 New
MHS
9
M Holdings Securities
Oregon
$229K +$228K +4,500 New
Bank of America
10
Bank of America
North Carolina
$174K +$157K +3,106 +1,005%
U
11
UBS
Switzerland
$147K +$147K +2,900 New
AIG
12
American International Group
New York
$25.4K – – –
MFS
13
MSI Financial Services
Massachusetts
$14K +$13.9K +275 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$13K – – –
Jane Street
15
Jane Street
New York
– -$398K -7,886 Closed

SHYG Hedge Fund Activity: Q1 2014 in Review

14 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2014, worth a combined $13.8M — up 277% from $3.67M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SHYG positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Bluefin Capital Management, adding an estimated $2.62M. The largest seller was Jane Street, exiting entirely with an estimated $398K sold.

  • 14 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2014, up from 8 in Q4 2013.
  • Funds reported $13.8M of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2014, up 277% quarter-over-quarter.
  • 7 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2014 and 1 closed out, a net change of +6 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2014 was Bluefin Capital Management, an estimated $2.62M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2014 was Jane Street, an estimated $398K sold.

Based on aggregated 13F filings for Q1 2014.