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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
IA
276
IFP Advisors
Florida
$754K +$90.9K +2,127 +14%
FMN
277
Financial Management Network
California
$748K +$9.62K +225 +1%
EAMA
278
EFG Asset Management (Americas)
Florida
$746K +$20.4K +477 +3%
CIAS
279
CFS Investment Advisory Services
New Jersey
$745K -$478K -11,177 -39%
SIC
280
Sterling Investment Counsel
New York
$745K +$13.8K +324 +2%
KPWS
281
Kestra Private Wealth Services
Texas
$736K +$725K +16,957 New
JWCA
282
J.W. Cole Advisors
Florida
$730K +$60.6K +1,418 +9%
KCM
283
Kornitzer Capital Management
Kansas
$729K
RJT
284
Raymond James Trust
Florida
$725K -$14K -328 -2%
RFC
285
Regions Financial Corp
Alabama
$721K -$81.1K -1,898 -10%
SFP
286
Shepherd Financial Partners
Massachusetts
$716K -$159K -3,725 -18%
MIA
287
MMBG Investment Advisors
Florida
$710K
PIMG
288
Patriot Investment Management Group
Tennessee
$689K +$6.88K +161 +1%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$682K +$21.1K +493 +3%
PWM
290
Penobscot Wealth Management
Maine
$678K +$7.74K +181 +1%
IIA
291
IPG Investment Advisors
California
$666K +$19K +444 +3%
BWM
292
Brophy Wealth Management
New Hampshire
$662K +$651K +15,236 New
AWM
293
AE Wealth Management
Kansas
$660K -$89.1K -2,085 -12%
MCM
294
Mendel Capital Management
Arkansas
$659K +$20.9K +490 +3%
ACP
295
Aveo Capital Partners
Colorado
$648K +$13.6K +319 +2%
PS
296
Principal Securities
Iowa
$645K +$58.8K +1,376 +10%
ZIG
297
Zuckerman Investment Group
Illinois
$645K +$47K +1,101 +8%
NRI
298
NFP Retirement Inc
California
$636K +$1.5K +35 +0.2%
GI
299
GLOBALT Investments
Georgia
$635K -$14.1K -331 -2%
ML
300
McAdam LLC
Pennsylvania
$631K +$14.8K +346 +2%

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.