iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
182 hedge funds and large institutions have $2.68B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 14 closing their positions.
129% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 14
70% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 44
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
9% more funds holding
Funds holding: 167 → 182 (+15)
1% less capital invested
Capital invested by funds: $2.71B → $2.68B (-$29M)
1.92% less ownership
Funds ownership: 74.55% → 72.63% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$29.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.6M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$18.1M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$10.4M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$44.6M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$30M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$29.7M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$13.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10.4M |
SHYG Hedge Fund Activity: Q1 2018 in Review
182 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2018, worth a combined $2.68B — down 1.1% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SHYG positions and 14 closed out — a net gain of 18 holders — while 75 added to existing stakes and 44 trimmed.
The largest buyer was Richard Bernstein Advisors, adding an estimated $29.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $44.6M.
- 182 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2018, up from 167 in Q4 2017.
- Funds reported $2.68B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2018, down 1.1% quarter-over-quarter.
- 32 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2018 and 14 closed out, a net change of +18 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2018 was Richard Bernstein Advisors, an estimated $29.4M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2018 was Charles Schwab Investment Advisory, an estimated $44.6M sold.
Based on aggregated 13F filings for Q1 2018.