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iShares 0-5 Year High Yield Corporate Bond ETF

516 hedge funds and large institutions have $4.95B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 227 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 151

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

1% more funds holding

Funds holding: 510516 (+6)

2% more capital invested

Capital invested by funds: $4.86B → $4.95B (+$94.7M)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

0.15% less ownership

Funds ownership: 78.8%78.64% (-0.15%)

Holders
516
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
7.41%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
61
Increased
227
Reduced
151
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
TriaGen Wealth Management
California
$1.22M +$33.2K +777 +3%
EIA
227
Eldridge Investment Advisors
New Hampshire
$1.19M +$1.17M +27,400 New
SSWM
228
Sheets Smith Wealth Management
North Carolina
$1.19M -$33.5K -785 -3%
FCBT
229
First Citizens Bank & Trust
North Carolina
$1.18M +$1.17M +27,286 New
ASN
230
Advisory Services Network
Georgia
$1.18M
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.17M -$27.8K -651 -2%
JIP
232
Jaffetilchin Investment Partners
Florida
$1.14M +$21.3K +499 +2%
CWA
233
Canvas Wealth Advisors
Kansas
$1.13M +$72.8K +1,703 +7%
MA
234
Mutual Advisors
Nebraska
$1.08M -$56.4K -1,320 -5%
BC
235
Bakala Capital
South Carolina
$1.08M +$37.8K +884 +4%
ATPW
236
Ashton Thomas Private Wealth
Arizona
$1.08M +$31.6K +740 +3%
MFS
237
McNamara Financial Services
Massachusetts
$1.07M +$71.7K +1,677 +7%
FFA
238
First Foundation Advisors
California
$1.07M
SPIA
239
Steward Partners Investment Advisory
New York
$1.06M +$53.2K +1,245 +5%
WWM
240
Whalen Wealth Management
Nevada
$1.04M -$5.06M -118,328 -83%
DWP
241
Destiny Wealth Partners
Florida
$1.02M -$9.7K -227 -1%
WA
242
WESPAC Advisors
California
$1.02M +$45.9K +1,075 +5%
FFA
243
Farther Finance Advisors
California
$1.02M +$129K +3,014 +15%
HFO
244
Heritage Family Offices
Arizona
$1.01M +$598 +14 +0.1%
WA
245
Wambolt & Associates
Colorado
$1.01M -$82.3K -1,926 -8%
FPAS
246
Focus Partners Advisor Solutions
Missouri
$1M +$989K +23,144 New
IFPL
247
Investments & Financial Planning LLC
Kentucky
$989K +$110K +2,583 +13%
BF
248
Blankinship & Foster
California
$976K +$11K +258 +1%
LA
249
Lane & Associates
New Jersey
$964K -$285K -6,678 -23%
CPIG
250
Chicago Partners Investment Group
Illinois
$961K +$87.6K +2,050 +10%

SHYG Hedge Fund Activity: Q3 2024 in Review

516 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2024, worth a combined $4.95B — up 2% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SHYG positions and 51 closed out — a net gain of 10 holders — while 227 added to existing stakes and 151 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $28.4M. The largest seller was Bramshill Investments, cutting an estimated $121M.

  • 516 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2024, up from 510 in Q2 2024.
  • Funds reported $4.95B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2024, up 2% quarter-over-quarter.
  • 61 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2024 and 51 closed out, a net change of +10 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2024 was AssetMark Inc, an estimated $28.4M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2024 was Bramshill Investments, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2024.