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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
MFS
251
McNamara Financial Services
Massachusetts
$970K +$82.1K +1,950 +9%
WA
252
WESPAC Advisors
California
$943K +$941K +22,350 New
BF
253
Blankinship & Foster
California
$937K -$108K -2,562 -10%
MPW
254
MA Private Wealth
California
$931K -$55.5K -1,319 -6%
KIA
255
Kraematon Investment Advisors
Massachusetts
$920K -$84.7K -2,012 -8%
AWM
256
Alterna Wealth Management
Texas
$903K +$10.1K +240 +1%
DAS
257
Diversify Advisory Services
Utah
$900K -$190K -4,513 -17%
NG
258
Norden Group
Utah
$896K -$476K -11,316 -35%
GKWIM
259
Gerber Kawasaki Wealth & Investment Management
California
$875K -$6.23K -148 -0.7%
MBT
260
Montecito Bank & Trust
California
$869K
CPIG
261
Chicago Partners Investment Group
Illinois
$866K +$171K +4,052 +25%
FNWA
262
Financial Network Wealth Advisors
Utah
$866K -$82.9K -1,969 -9%
FFA
263
Farther Finance Advisors
California
$855K +$206K +4,883 +32%
SFP
264
Shepherd Financial Partners
Massachusetts
$853K -$7.62K -181 -0.9%
IFPL
265
Investments & Financial Planning LLC
Kentucky
$852K +$60.5K +1,437 +8%
GAA
266
Guardian Asset Advisors
Pennsylvania
$838K +$229K +5,430 +38%
PIA
267
Pinion Investment Advisors
Kansas
$834K -$5.43K -129 -0.6%
SIMC
268
Squire Investment Management Company
Utah
$825K +$29.9K +710 +4%
GPA
269
Guidance Point Advisors
Massachusetts
$791K +$2.02K +48 +0.3%
RFC
270
Regions Financial Corp
Alabama
$781K -$17.9K -425 -2%
RRA
271
Round Rock Advisors
Connecticut
$775K +$3.49K +83 +0.5%
Comerica Bank
272
Comerica Bank
Texas
$774K +$167K +3,978 +28%
BTI
273
Blue Trust Inc
Georgia
$742K +$179K +4,252 +32%
DPI
274
Diversified Portfolios Inc
Michigan
$733K +$12.6K +300 +2%
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$733K -$181K -4,293 -20%

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.