We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

243 hedge funds and large institutions have $1.82B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 64

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

3% more funds holding

Funds holding: 237243 (+6)

2% more capital invested

Capital invested by funds: $1.78B → $1.82B (+$37.2M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1.83% less ownership

Funds ownership: 58.64%56.81% (-1.8%)

Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
5.33%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
36
Increased
111
Reduced
64
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$237M +$107M +2,296,935 +82%
PCA
2
Personal Capital Advisors
California
$162M +$13.5M +291,802 +9%
AC
3
Allstate Corporation
Illinois
$147M +$1.1M +23,640 +0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$98.7M +$881K +18,987 +0.9%
UBS Group
5
UBS Group
Switzerland
$89.6M +$4.59M +98,957 +5%
Morgan Stanley
6
Morgan Stanley
New York
$70.2M +$9.36M +201,587 +15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$70.2M -$10.1M -217,288 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$61.9M +$3.22M +69,451 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$61.1M +$3.37M +72,520 +6%
Ameriprise
10
Ameriprise
Minnesota
$44.7M +$2.03M +43,626 +5%
Bank of America
11
Bank of America
North Carolina
$42.9M +$4.24M +91,339 +11%
SIS
12
Sound Income Strategies
Florida
$38.6M +$4.57M +98,450 +13%
WHG
13
Westwood Holdings Group
Texas
$37.9M -$1.09M -23,582 -3%
GI
14
Gradient Investments
Minnesota
$29.8M +$2.27M +48,994 +8%
TC
15
TownSquare Capital
Utah
$24.4M +$2.55M +54,967 +12%
DF
16
Donoghue Forlines
Massachusetts
$23M -$1.16M -25,074 -5%
AssetMark Inc
17
AssetMark Inc
California
$20.7M +$6.32M +136,179 +44%
HighTower Advisors
18
HighTower Advisors
Illinois
$20.5M +$471K +10,142 +2%
LPL Financial
19
LPL Financial
California
$20.2M +$2.32M +50,075 +13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$19.7M -$241K -5,199 -1%
CAL
21
Capital Analysts LLC
Pennsylvania
$19.1M +$387K +8,344 +2%
Wells Fargo
22
Wells Fargo
California
$17M -$3.45M -74,302 -17%
FI
23
FormulaFolio Investments
Michigan
$13.4M -$11M -236,648 -45%
SAS
24
Sage Advisory Services
Texas
$13M +$4.93M +106,083 +61%
RWP
25
RWA Wealth Partners
Massachusetts
$13M +$115K +2,473 +0.9%

SHYG Hedge Fund Activity: Q3 2019 in Review

243 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2019, worth a combined $1.82B — up 2.1% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHYG positions and 30 closed out — a net gain of 6 holders — while 111 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Jane Street, cutting an estimated $67.1M.

  • 243 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2019, up from 237 in Q2 2019.
  • Funds reported $1.82B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2019, up 2.1% quarter-over-quarter.
  • 36 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2019 and 30 closed out, a net change of +6 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2019 was BlackRock, an estimated $107M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2019 was Jane Street, an estimated $67.1M sold.

Based on aggregated 13F filings for Q3 2019.