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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
KC
276
Kades & Cheifetz
Pennsylvania
$861K +$869K +20,207 New
PA
277
PFG Advisors
Arizona
$855K +$282K +6,572 +49%
WA
278
Wambolt & Associates
Colorado
$846K -$149K -3,470 -15%
KIA
279
Kraematon Investment Advisors
Massachusetts
$830K -$31.2K -725 -4%
SC
280
Sierra Capital
Florida
$818K -$104K -2,425 -11%
PS
281
Principal Securities
Iowa
$803K +$171K +3,980 +27%
FMN
282
Financial Management Network
California
$800K +$57.2K +1,331 +8%
RRA
283
Round Rock Advisors
Connecticut
$800K +$2.06K +48 +0.3%
EAMA
284
EFG Asset Management (Americas)
Florida
$799K +$67.7K +1,575 +9%
JWCA
285
J.W. Cole Advisors
Florida
$799K +$83.9K +1,951 +12%
CFD
286
Creative Financial Designs
Indiana
$799K -$86.6K -2,014 -10%
DAS
287
Diversify Advisory Services
Utah
$784K -$97.7K -2,274 -11%
NA
288
NewEdge Advisors
Louisiana
$764K -$56K -1,302 -7%
Comerica Bank
289
Comerica Bank
Texas
$752K -$68.9K -1,603 -8%
FFA
290
Farther Finance Advisors
California
$749K -$250K -5,825 -25%
RFC
291
Regions Financial Corp
Alabama
$742K +$5.76K +134 +0.8%
DPI
292
Diversified Portfolios Inc
Michigan
$740K – – –
MWM
293
Maridea Wealth Management
New York
$735K +$742K +17,257 New
SIC
294
Sterling Investment Counsel
New York
$728K -$3.48K -81 -0.5%
KCM
295
Kornitzer Capital Management
Kansas
$716K – – –
GVCM
296
Global View Capital Management
Wisconsin
$699K +$704K +16,369 New
MIA
297
MMBG Investment Advisors
Florida
$697K – – –
ZIG
298
Zuckerman Investment Group
Illinois
$692K +$55.7K +1,295 +9%
CIAS
299
CFS Investment Advisory Services
New Jersey
$673K -$57.9K -1,347 -8%
PWM
300
Penobscot Wealth Management
Maine
$671K +$5.63K +131 +0.8%
10 11
12
13 14

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.