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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
AWM
276
AE Wealth Management
Kansas
$729K -$181K -4,290 -20%
FMN
277
Financial Management Network
California
$725K +$38.7K +919 +6%
LFAS
278
Level Four Advisory Services
Texas
$721K +$107K +2,552 +18%
RJT
279
Raymond James Trust
Florida
$718K -$170K -4,031 -19%
MHR
280
Matthew Hamilton Rosenberg
$715K +$10.4K +246 +1%
VC
281
Vicus Capital
Pennsylvania
$713K +$711K +16,893 New
SIC
282
Sterling Investment Counsel
New York
$710K +$14.1K +336 +2%
KCM
283
Kornitzer Capital Management
Kansas
$709K +$707K +16,798 New
EAMA
284
EFG Asset Management (Americas)
Florida
$705K +$703K +16,706 New
MIA
285
MMBG Investment Advisors
Florida
$690K
CAAS
286
Capital Asset Advisory Services
Michigan
$685K +$286K +6,796 +72%
SCA
287
Snowden Capital Advisors
New York
$679K +$17.8K +422 +3%
AWM
288
Axxcess Wealth Management
California
$678K +$452K +10,732 +201%
PIMG
289
Patriot Investment Management Group
Tennessee
$663K +$41.7K +991 +7%
Thrivent Financial for Lutherans
290
Thrivent Financial for Lutherans
Minnesota
$660K -$201K -4,772 -23%
PWM
291
Penobscot Wealth Management
Maine
$653K -$8.13K -193 -1%
SFS
292
Symphony Financial Services
Ohio
$651K +$421K +10,000 New
JWCA
293
J.W. Cole Advisors
Florida
$649K +$121K +2,880 +23%
IA
294
IFP Advisors
Florida
$643K +$69.1K +1,641 +12%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$642K -$1.74M -41,375 -73%
GI
296
GLOBALT Investments
Georgia
$631K -$67.2K -1,596 -10%
IIA
297
IPG Investment Advisors
California
$628K -$31.6K -750 -5%
DWG
298
Darden Wealth Group
Michigan
$625K +$175K +4,150 +39%
AAMA
299
Advanced Asset Management Advisors
Ohio
$625K
MCM
300
Mendel Capital Management
Arkansas
$620K -$9.47K -225 -2%

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.