iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
294 hedge funds and large institutions have $2.17B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 118 increasing their positions, 63 reducing their positions, and 25 closing their positions.
216% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 25
87% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 63
33% more funds holding in top 10
Funds holding in top 10: 15 → 20 (+5)
21% more funds holding
Funds holding: 243 → 294 (+51)
20% more capital invested
Capital invested by funds: $1.82B → $2.17B (+$356M)
3.94% more ownership
Funds ownership: 56.81% → 60.75% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$63.9M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$51.8M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$26.8M |
| 4 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$24.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$30.9M |
| 2 |
BlackRock
New York
|
-$24.7M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$18.5M |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$9.9M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$7.04M |
SHYG Hedge Fund Activity: Q4 2019 in Review
294 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2019, worth a combined $2.17B — up 20% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SHYG positions and 25 closed out — a net gain of 54 holders — while 118 added to existing stakes and 63 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $63.9M. The largest seller was Westwood Holdings Group, cutting an estimated $30.9M.
- 294 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2019, up from 243 in Q3 2019.
- Funds reported $2.17B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2019, up 20% quarter-over-quarter.
- 79 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2019 and 25 closed out, a net change of +54 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $63.9M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2019 was Westwood Holdings Group, an estimated $30.9M sold.
Based on aggregated 13F filings for Q4 2019.