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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
GKWIM
251
Gerber Kawasaki Wealth & Investment Management
California
$959K +$58.5K +1,370 +7%
SIMC
252
Squire Investment Management Company
Utah
$949K +$98.3K +2,300 +12%
SC
253
Sierra Capital
Florida
$939K -$302K -7,071 -25%
AWM
254
Alterna Wealth Management
Texas
$929K
HSA
255
HBK Sorce Advisory
Pennsylvania
$914K +$900K +21,060 New
PIA
256
Pinion Investment Advisors
Kansas
$914K +$54.8K +1,282 +6%
CFD
257
Creative Financial Designs
Indiana
$901K -$2.63M -61,519 -75%
MHR
258
Matthew Hamilton Rosenberg
$898K +$155K +3,630 +21%
CFG
259
Carr Financial Group
Massachusetts
$895K -$118K -2,761 -12%
MBT
260
Montecito Bank & Trust
California
$894K
DAS
261
Diversify Advisory Services
Utah
$890K -$27.2K -636 -3%
FNWA
262
Financial Network Wealth Advisors
Utah
$885K -$5.6K -131 -0.6%
KIA
263
Kraematon Investment Advisors
Massachusetts
$877K -$68.7K -1,608 -7%
SWP
264
Stratos Wealth Partners
Ohio
$855K -$278K -6,508 -25%
Comerica Bank
265
Comerica Bank
Texas
$836K +$39K +912 +5%
NA
266
NewEdge Advisors
Louisiana
$835K +$340K +7,949 +71%
GPA
267
Guidance Point Advisors
Massachusetts
$830K +$15.2K +355 +2%
LFAS
268
Level Four Advisory Services
Texas
$815K +$80.3K +1,878 +11%
RRA
269
Round Rock Advisors
Connecticut
$813K +$15.3K +359 +2%
DWG
270
Darden Wealth Group
Michigan
$800K +$155K +3,626 +24%
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$790K +$109K +2,555 +16%
AC
272
Addison Capital
Pennsylvania
$789K +$406K +9,500 +110%
BTI
273
Blue Trust Inc
Georgia
$782K +$46.7K +1,093 +6%
RFA
274
Resurgent Financial Advisors
Georgia
$765K +$367K +8,584 +95%
DPI
275
Diversified Portfolios Inc
Michigan
$754K

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.