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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
BCG
251
BayBridge Capital Group
California
$1.02M -$268K -6,230 -21%
KPWS
252
Kestra Private Wealth Services
Texas
$1.01M +$290K +6,751 +40%
DWP
253
Destiny Wealth Partners
Florida
$991K -$12.5K -291 -1%
FPAS
254
Focus Partners Advisor Solutions
Missouri
$990K +$4.34K +101 +0.4%
FFA
255
First Foundation Advisors
California
$988K -$60.3K -1,403 -6%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$987K +$320K +7,451 +47%
GCM
257
Generation Capital Management
New York
$987K +$995K +23,155 New
BF
258
Blankinship & Foster
California
$973K +$15.3K +356 +2%
RFA
259
Resurgent Financial Advisors
Georgia
$952K +$203K +4,726 +27%
SWP
260
Stratos Wealth Partners
Ohio
$945K +$107K +2,495 +13%
AWM
261
Alterna Wealth Management
Texas
$939K +$28.2K +655 +3%
WA
262
WESPAC Advisors
California
$936K -$62.6K -1,457 -6%
OO
263
Obsido Oy
$936K +$944K +21,961 New
GPA
264
Guidance Point Advisors
Massachusetts
$933K +$120K +2,794 +15%
NG
265
Norden Group
Utah
$932K -$545K -12,678 -37%
SIMC
266
Squire Investment Management Company
Utah
$931K – – –
LA
267
Lane & Associates
New Jersey
$926K -$32.1K -748 -3%
APWM
268
Anchor Pointe Wealth Management
Missouri
$919K +$926K +21,555 New
HSA
269
HBK Sorce Advisory
Pennsylvania
$897K – – –
GFM
270
GEN Financial Management
Minnesota
$895K +$903K +20,998 New
DWG
271
Darden Wealth Group
Michigan
$887K +$103K +2,385 +13%
LFAS
272
Level Four Advisory Services
Texas
$879K +$71K +1,653 +9%
MA
273
MAS Advisors
Florida
$875K +$442K +10,295 +101%
CFG
274
Carr Financial Group
Massachusetts
$875K -$3.61K -84 -0.4%
MBT
275
Montecito Bank & Trust
California
$865K -$12K -280 -1%
9 10
11
12 13

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.