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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516 → 541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64% → 77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 29 → 27 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$59.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$30.2M
3
Nomura Asset Management
Nomura Asset Management
Japan
+$28.7M
4
NL
NEPC LLC
Massachusetts
+$24.9M
5
AssetMark Inc
AssetMark Inc
California
+$24.1M

Top Sellers

1
BI
Bramshill Investments
Florida
-$290M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$42.6M
3
JSTA
Japan Science & Technology Agency
Japan
-$26.7M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$22.6M
5
NIM
NEOS Investment Management
Connecticut
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
226
HSBC Holdings
United Kingdom
$1.25M +$36.2K +843 +3%
EAM
227
Everstar Asset Management
North Carolina
$1.24M -$11.8K -275 -0.9%
AWM
228
Apollon Wealth Management
South Carolina
$1.24M +$43.9K +1,022 +4%
JBA
229
Johnson Bixby & Associates
Washington
$1.24M -$70.2K -1,633 -5%
TWM
230
TriaGen Wealth Management
California
$1.21M +$17.6K +409 +1%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$1.2M +$705K +16,410 +139%
MA
232
Mutual Advisors
Nebraska
$1.19M +$107K +2,478 +10%
SPIA
233
Steward Partners Investment Advisory
New York
$1.19M +$153K +3,553 +15%
BWM
234
Bulltick Wealth Management
Florida
$1.19M -$73.9K -1,720 -6%
BCM
235
Brookstone Capital Management
Illinois
$1.16M +$714K +16,608 +157%
FCBT
236
First Citizens Bank & Trust
North Carolina
$1.14M -$23.9K -556 -2%
AC
237
Addison Capital
Pennsylvania
$1.13M +$358K +8,337 +46%
SSWM
238
Sheets Smith Wealth Management
North Carolina
$1.13M -$37.1K -864 -3%
HFO
239
Heritage Family Offices
Arizona
$1.11M +$124K +2,896 +12%
DL
240
DOHJ LLC
Washington
$1.11M -$137K -3,181 -11%
CPIG
241
Chicago Partners Investment Group
Illinois
$1.1M +$138K +3,218 +14%
BC
242
Bakala Capital
South Carolina
$1.08M +$25.5K +593 +2%
TPW
243
Talon Private Wealth
Florida
$1.08M +$725K +16,870 +200%
GKWIM
244
Gerber Kawasaki Wealth & Investment Management
California
$1.07M +$133K +3,098 +14%
MHR
245
Matthew Hamilton Rosenberg
$1.05M +$173K +4,025 +19%
NCM
246
Next Capital Management
New York
$1.05M -$226K -5,259 -18%
JWA
247
JFS Wealth Advisors
Pennsylvania
$1.02M -$126K -2,936 -11%
MFS
248
McNamara Financial Services
Massachusetts
$1.02M -$30.8K -717 -3%
CFP
249
Cascade Financial Partners
California
$1.02M +$490K +11,395 +91%
PIA
250
Pinion Investment Advisors
Kansas
$1.02M +$122K +2,850 +14%
8 9
10
11 12

SHYG Hedge Fund Activity: Q4 2024 in Review

541 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2024, worth a combined $5.03B — up 1.6% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SHYG positions and 37 closed out — a net gain of 39 holders — while 244 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $59.2M. The largest seller was Bramshill Investments, exiting entirely with an estimated $290M sold.

  • 541 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2024, up from 516 in Q3 2024.
  • Funds reported $5.03B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 76 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2024 and 37 closed out, a net change of +39 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2024 was BlackRock, an estimated $59.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2024 was Bramshill Investments, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2024.