iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
132 hedge funds and large institutions have $2.61B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 29 reducing their positions, and 16 closing their positions.
145% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 29
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
23% more capital invested
Capital invested by funds: $2.12B → $2.61B (+$488M)
5% more funds holding
Funds holding: 126 → 132 (+6)
0.63% more ownership
Funds ownership: 76.47% → 77.1% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$218M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$71.1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$69.5M |
| 4 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$56.9M |
| 5 |
BlackRock
New York
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$29.1M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$3.68M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$3.51M |
| 4 |
Bank of New York Mellon
New York
|
-$2.35M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.02M |
SHYG Hedge Fund Activity: Q3 2017 in Review
132 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2017, worth a combined $2.61B — up 23% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SHYG positions and 16 closed out — a net gain of 7 holders — while 71 added to existing stakes and 29 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $218M. The largest seller was AssetMark Inc, cutting an estimated $29.1M.
- 132 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2017, up from 126 in Q2 2017.
- Funds reported $2.61B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2017, up 23% quarter-over-quarter.
- 23 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2017 and 16 closed out, a net change of +7 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $218M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2017 was AssetMark Inc, an estimated $29.1M sold.
Based on aggregated 13F filings for Q3 2017.