iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
228 hedge funds and large institutions have $1.21B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 70 increasing their positions, 69 reducing their positions, and 41 closing their positions.
37% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 41
6% more funds holding
Funds holding: 215 → 228 (+13)
1% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 69
9.67% less ownership
Funds ownership: 61.84% → 52.16% (-9.7%)
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
36% less capital invested
Capital invested by funds: $1.9B → $1.21B (-$690M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$30.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$28.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.2M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$22.3M |
| 5 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$245M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$172M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$165M |
| 4 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$129M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$37.7M |
SHYG Hedge Fund Activity: Q4 2018 in Review
228 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2018, worth a combined $1.21B — down 36% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SHYG positions and 41 closed out — a net gain of 15 holders — while 70 added to existing stakes and 69 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $30.8M. The largest seller was WBI Investments, exiting entirely with an estimated $245M sold.
- 228 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2018, up from 215 in Q3 2018.
- Funds reported $1.21B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2018, down 36% quarter-over-quarter.
- 56 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2018 and 41 closed out, a net change of +15 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2018 was Jane Street, an estimated $30.8M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2018 was WBI Investments, an estimated $245M sold.
Based on aggregated 13F filings for Q4 2018.