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iShares 0-5 Year High Yield Corporate Bond ETF

510 hedge funds and large institutions have $4.86B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 214 increasing their positions, 168 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

27% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 168

2% more funds holding

Funds holding: 501510 (+9)

5% more capital invested

Capital invested by funds: $4.63B → $4.86B (+$226M)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

0.48% less ownership

Funds ownership: 79.28%78.8% (-0.48%)

Holders
510
Holders Change
+9
Holders Change %
+1.8%
% of All Funds
7.37%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
62
Increased
214
Reduced
168
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
Faithward Advisors
Pennsylvania
$1.2M +$1.19M +28,353 New
CIAS
227
CFS Investment Advisory Services
New Jersey
$1.2M -$23.9K -568 -2%
BCG
228
BayBridge Capital Group
California
$1.19M +$39.2K +932 +3%
SSWM
229
Sheets Smith Wealth Management
North Carolina
$1.19M -$3.58K -85 -0.3%
ASN
230
Advisory Services Network
Georgia
$1.18M +$29.2K +693 +3%
TW
231
Transform Wealth
Colorado
$1.17M -$3.68M -87,375 -76%
JWA
232
JFS Wealth Advisors
Pennsylvania
$1.16M +$8.34K +198 +0.7%
TWM
233
TriaGen Wealth Management
California
$1.15M +$183K +4,353 +19%
MA
234
Mutual Advisors
Nebraska
$1.13M +$8.25K +196 +0.7%
CCC
235
Chesapeake Capital Corp
Florida
$1.12M -$1.19M -28,193 -51%
EFS
236
Econ Financial Services
Pennsylvania
$1.11M +$674 +16 +0.1%
SWP
237
Stratos Wealth Partners
Ohio
$1.11M +$179K +4,243 +19%
JIP
238
Jaffetilchin Investment Partners
Florida
$1.09M +$62.2K +1,478 +6%
HSBC Holdings
239
HSBC Holdings
United Kingdom
$1.08M +$110K +2,620 +11%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$1.07M +$940K +22,337 +737%
WA
241
Wambolt & Associates
Colorado
$1.06M +$32.4K +770 +3%
FFA
242
First Foundation Advisors
California
$1.04M -$122K -2,890 -11%
CWA
243
Canvas Wealth Advisors
Kansas
$1.04M +$27.4K +650 +3%
ATPW
244
Ashton Thomas Private Wealth
Arizona
$1.01M +$2.78K +66 +0.3%
BC
245
Bakala Capital
South Carolina
$1.01M +$177K +4,206 +21%
DWP
246
Destiny Wealth Partners
Florida
$1M +$1M +23,778 New
CFG
247
Carr Financial Group
Massachusetts
$987K -$485K -11,510 -33%
HWMA
248
Heritage Wealth Management (Arizona)
Arizona
$981K +$463K +10,998 +90%
HFO
249
Heritage Family Offices
Arizona
$981K +$979K +23,247 New
SPIA
250
Steward Partners Investment Advisory
New York
$976K +$53.8K +1,279 +6%

SHYG Hedge Fund Activity: Q2 2024 in Review

510 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2024, worth a combined $4.86B — up 4.9% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SHYG positions and 45 closed out — a net gain of 17 holders — while 214 added to existing stakes and 168 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $111M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $42.5M sold.

  • 510 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2024, up from 501 in Q1 2024.
  • Funds reported $4.86B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 62 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2024 and 45 closed out, a net change of +17 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2024 was Bramshill Investments, an estimated $111M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2024 was Point72 Asset Management, an estimated $42.5M sold.

Based on aggregated 13F filings for Q2 2024.