iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
114 hedge funds and large institutions have $1.83B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 12 closing their positions.
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
96% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 24
34% more capital invested
Capital invested by funds: $1.37B → $1.83B (+$460M)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
19.98% more ownership
Funds ownership: 61.37% → 81.35% (+20%)
18% more funds holding
Funds holding: 97 → 114 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$218M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$48.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$43.5M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$29.5M |
| 5 |
BlackRock
New York
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$11.4M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$3.98M |
| 3 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
-$2.17M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.08M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$2.07M |
SHYG Hedge Fund Activity: Q1 2017 in Review
114 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2017, worth a combined $1.83B — up 34% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SHYG positions and 12 closed out — a net gain of 20 holders — while 47 added to existing stakes and 24 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $218M. The largest seller was AssetMark Inc, cutting an estimated $11.4M.
- 114 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2017, up from 97 in Q4 2016.
- Funds reported $1.83B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2017, up 34% quarter-over-quarter.
- 32 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2017 and 12 closed out, a net change of +20 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $218M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2017 was AssetMark Inc, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2017.