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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

16 hedge funds and large institutions have $16.4M invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

19% more capital invested

Capital invested by funds: $13.8M → $16.4M (+$2.56M)

14% more funds holding

Funds holding: 14 → 16 (+2)

3.34% less ownership

Funds ownership: 24.8% → 21.46% (-3.3%)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HW
Hancock Whitney
Mississippi
+$2.37M
2
BCM
Bluefin Capital Management
New York
+$839K
3
EB
Eastern Bank
Massachusetts
+$638K
4
Wells Fargo
Wells Fargo
California
+$497K
5
U
UBS
Switzerland
+$310K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.06M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$92.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1
Hancock Whitney
Mississippi
$5.32M +$2.37M +46,700 +81%
BCM
2
Bluefin Capital Management
New York
$4.5M +$839K +16,540 +23%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.76M +$116K +2,277 +7%
EB
4
Eastern Bank
Massachusetts
$1.24M +$638K +12,573 +106%
Morgan Stanley
5
Morgan Stanley
New York
$820K -$1.06M -20,824 -56%
Wells Fargo
6
Wells Fargo
California
$498K +$497K +9,800 New
LPL Financial
7
LPL Financial
California
$483K +$235K +4,632 +95%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$466K -$92.9K -1,830 -17%
U
9
UBS
Switzerland
$458K +$310K +6,100 +210%
Bank of America
10
Bank of America
North Carolina
$436K +$262K +5,160 +151%
MHS
11
M Holdings Securities
Oregon
$229K – – –
AIG
12
American International Group
New York
$109K +$82.9K +1,634 +327%
MFS
13
MSI Financial Services
Massachusetts
$24K +$10.2K +200 +73%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$18K +$18.4K +362 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$13K – – –
WA
16
WFG Advisors
Texas
$10K +$10.2K +200 New

SHYG Hedge Fund Activity: Q2 2014 in Review

16 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2014, worth a combined $16.4M — up 19% from $13.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SHYG positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Hancock Whitney, adding an estimated $2.37M. The largest seller was Morgan Stanley, cutting an estimated $1.06M.

  • 16 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2014, up from 14 in Q1 2014.
  • Funds reported $16.4M of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2014, up 19% quarter-over-quarter.
  • 3 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2014 and 0 closed out, a net change of +3 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2014 was Hancock Whitney, an estimated $2.37M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2014 was Morgan Stanley, an estimated $1.06M sold.

Based on aggregated 13F filings for Q2 2014.