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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
NRI
301
NFP Retirement Inc
California
$617K +$615K +14,619 New
ACP
302
Aveo Capital Partners
Colorado
$616K +$12K +286 +2%
Baird Financial Group
303
Baird Financial Group
Wisconsin
$607K +$37K +880 +7%
SFFS
304
Stonehage Fleming Financial Services
Jersey
$601K +$599K +14,234 New
ML
305
McAdam LLC
Pennsylvania
$599K +$36.1K +858 +6%
ACA
306
Aptus Capital Advisors
Alabama
$598K -$3.58K -85 -0.6%
SB
307
Strategic Blueprint
Georgia
$598K -$167K -3,960 -22%
ZIG
308
Zuckerman Investment Group
Illinois
$580K +$71.1K +1,689 +14%
PI
309
PFG Investments
New York
$573K +$319K +7,569 +126%
SIAS
310
Summit Investment Advisory Services
Minnesota
$570K +$569K +13,518 New
PS
311
Principal Securities
Iowa
$569K +$69.2K +1,644 +14%
HI
312
Harbour Investments
Wisconsin
$566K -$66.8K -1,587 -11%
CW
313
Channel Wealth
California
$557K -$31.9K -757 -5%
YCG
314
Yeomans Consulting Group
Georgia
$551K -$5.77K -137 -1%
HFS
315
Horizon Financial Services
North Carolina
$545K -$48.5K -1,153 -8%
NRC
316
New Republic Capital
North Carolina
$539K
AWAU
317
Alliance Wealth Advisors (Utah)
Utah
$527K -$116K -2,764 -18%
SF
318
Synovus Financial
Georgia
$523K -$23.5K -558 -4%
OC
319
Oppenheimer & Co
New York
$514K -$26.4K -628 -5%
SXL
320
Summit X LLC
Missouri
$511K +$140K +3,324 +38%
TFA
321
TPG Financial Advisors
Oregon
$507K +$506K +12,014 New
IC
322
IEQ Capital
California
$494K -$53.3K -1,265 -10%
FIM
323
Freedom Investment Management
Connecticut
$481K +$65.7K +1,560 +16%
BFA
324
Beacon Financial Advisory
Ohio
$478K +$8K +190 +2%
DI
325
Disciplined Investments
Oklahoma
$476K -$6.57K -156 -1%

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.