iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
406 hedge funds and large institutions have $2.72B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 136 increasing their positions, 176 reducing their positions, and 75 closing their positions.
8% less funds holding
Funds holding: 441 → 406 (-35)
11.48% less ownership
Funds ownership: 70.82% → 59.34% (-11%)
22% less funds holding in top 10
Funds holding in top 10: 27 → 21 (-6)
23% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 176
34% less capital invested
Capital invested by funds: $4.1B → $2.72B (-$1.39B)
39% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$38.6M |
| 2 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$37M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$34.4M |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
+$34M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$700M |
| 2 |
BlackRock
New York
|
-$132M |
| 3 |
LPL Financial
San Diego,
California
|
-$101M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$76.9M |
| 5 |
Morgan Stanley
New York
|
-$72.9M |
SHYG Hedge Fund Activity: Q1 2021 in Review
406 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2021, worth a combined $2.72B — down 34% from $4.1B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of SHYG and 46 opened new positions — a net loss of 29 holders — while 176 trimmed existing stakes and 136 added.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $38.6M. The largest seller was Envestnet Asset Management, cutting an estimated $700M.
- 406 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2021, down from 441 in Q4 2020.
- Funds reported $2.72B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2021, down 34% quarter-over-quarter.
- 46 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2021 and 75 closed out, a net change of -29 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2021 was Flow Traders U.S., an estimated $38.6M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $700M sold.
Based on aggregated 13F filings for Q1 2021.