SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

Overview Fund Activity

501 hedge funds and large institutions have $4.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 160 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+35
Holders Change %
+7.51%
% of All Funds
7.34%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.43%
New
90
Increased
188
Reduced
160
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$203M
2
GC
Grimes & Company
Massachusetts
+$166M
3
Morgan Stanley
Morgan Stanley
New York
+$76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$59.9M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$19.9M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$115M
2
Empower Advisory Group
Empower Advisory Group
Colorado
-$81.3M
3
Jane Street
Jane Street
New York
-$70.6M
4
OPAM
Ocean Park Asset Management
California
-$62.7M
5
Macquarie Group
Macquarie Group
Australia
-$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
301
Bryn Mawr Capital Management
Pennsylvania
$538K +$538K +12,732 New
IA
302
IFP Advisors
Florida
$537K -$385K -9,109 -42%
WPC
303
Wedmont Private Capital
Pennsylvania
$535K – – –
DIA
304
Dana Investment Advisors
Wisconsin
$528K +$39.3K +932 +8%
TFM
305
Trademark Financial Management
Minnesota
$527K +$527K +12,475 New
WAG
306
Wallace Advisory Group
California
$517K +$48.1K +1,172 +10%
DI
307
Disciplined Investments
Oklahoma
$515K -$183K -4,327 -26%
CT
308
Coastline Trust
Rhode Island
$515K – – –
HWMA
309
Heritage Wealth Management (Arizona)
Arizona
$504K +$504K +11,935 New
YCG
310
Yeomans Consulting Group
Georgia
$498K +$498K +11,802 New
LNC
311
Lincoln National Corp
Pennsylvania
$494K -$705K -16,688 -59%
ZIG
312
Zuckerman Investment Group
Illinois
$492K +$99.5K +2,356 +25%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$487K -$76K -1,800 -13%
IC
314
IEQ Capital
California
$480K +$480K +11,371 New
SWP
315
Significant Wealth Partners
Illinois
$472K +$472K +11,183 New
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$471K -$10K -237 -2%
BFA
317
Beacon Financial Advisory
Ohio
$468K +$15.9K +376 +4%
RFN
318
Redwood Financial Network
Ohio
$464K – – –
Legacy Financial Group (Iowa)
319
Legacy Financial Group (Iowa)
Iowa
$456K -$6.74M -159,604 -94%
CMP
320
Courage Miller Partners
Virginia
$456K +$9.42K +223 +2%
PS
321
Principal Securities
Iowa
$445K +$445K +10,551 New
QWM
322
Quaker Wealth Management
New Jersey
$437K +$8.95K +212 +2%
PMG
323
ProVise Management Group
Florida
$436K +$436K +10,328 New
NL
324
NDWM LLC
California
$435K +$435K +10,310 New
AAS
325
Avantax Advisory Services
Texas
$435K +$7.18K +170 +2%
11 12
13
14 15