SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

Overview Fund Activity

500 hedge funds and large institutions have $4.62B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.25%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
69
Increased
217
Reduced
158
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$164M
2
AssetMark Inc
AssetMark Inc
California
$210M
3
BI
Bramshill Investments
Florida
$293M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$468M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
$32.4M
2
Morgan Stanley
Morgan Stanley
New York
$77.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$128M
4
RIG
RiverFront Investment Group
Virginia
$7.13M
5
AWM
AE Wealth Management
Kansas
$918K
Name Holding Trade Value Shares
Change 		Shares
Change %
NRC
301
New Republic Capital
North Carolina
$544K – – –
JWCA
302
J.W. Cole Advisors
Florida
$532K +$147K +3,463 +38%
HWMA
303
Heritage Wealth Management (Arizona)
Arizona
$521K +$13.4K +314 +3%
TFM
304
Trademark Financial Management
Minnesota
$520K -$10.7K -252 -2%
ZIG
305
Zuckerman Investment Group
Illinois
$513K +$17.2K +405 +3%
PS
306
Principal Securities
Iowa
$504K +$54.6K +1,283 +12%
ASFA
307
All Season Financial Advisors
Colorado
$501K -$578K -13,573 -54%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$490K -$638 -15 -0.1%
CFP
309
Cascade Financial Partners
California
$490K +$490K +11,687 New
RA
310
RFG Advisory
Alabama
$487K +$487K +11,444 New
DI
311
Disciplined Investments
Oklahoma
$487K -$32.1K -755 -6%
WI
312
WBI Investments
New Jersey
$486K +$486K +11,426 New
CMP
313
Courage Miller Partners
Virginia
$483K +$23.1K +542 +5%
NA
314
NewEdge Advisors
Louisiana
$477K +$187K +4,393 +64%
BFA
315
Beacon Financial Advisory
Ohio
$474K +$2.04K +48 +0.4%
AWA
316
Arkadios Wealth Advisors
Georgia
$470K +$114K +2,682 +32%
DWG
317
Darden Wealth Group
Michigan
$453K +$453K +10,655 New
MA
318
MAS Advisors
Florida
$436K – – –
KPWG
319
KFA Private Wealth Group
Virginia
$433K +$44.8K +1,052 +12%
DC
320
Destiny Capital
Colorado
$429K -$5.31M -124,908 -93%
FIM
321
Freedom Investment Management
Connecticut
$419K -$191K -4,500 -31%
KSWA
322
Kathleen S. Wright Associates
Pennsylvania
$412K +$25.1K +590 +6%
HW
323
Hamilton Wealth
California
$412K +$412K +9,675 New
MAG
324
MRA Advisory Group
New Jersey
$405K -$830K -19,513 -67%
MCM
325
Mainstay Capital Management
Michigan
$401K -$12.8K -301 -3%
11 12
13
14 15