iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
126 hedge funds and large institutions have $2.12B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
107% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 28
16% more capital invested
Capital invested by funds: $1.83B → $2.12B (+$296M)
11% more funds holding
Funds holding: 114 → 126 (+12)
4.88% less ownership
Funds ownership: 81.35% → 76.47% (-4.9%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$230M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$46.6M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$41.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$62.3M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$40.5M |
| 3 |
Goldman Sachs
New York
|
-$22.1M |
| 4 |
Jane Street
New York
|
-$14.9M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$8.09M |
SHYG Hedge Fund Activity: Q2 2017 in Review
126 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2017, worth a combined $2.12B — up 16% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SHYG positions and 11 closed out — a net gain of 14 holders — while 58 added to existing stakes and 28 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $230M. The largest seller was AssetMark Inc, cutting an estimated $62.3M.
- 126 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2017, up from 114 in Q1 2017.
- Funds reported $2.12B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2017, up 16% quarter-over-quarter.
- 25 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2017 and 11 closed out, a net change of +14 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2017 was Charles Schwab Investment Advisory, an estimated $230M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2017 was AssetMark Inc, an estimated $62.3M sold.
Based on aggregated 13F filings for Q2 2017.