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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
CRC
301
Curi RMB Capital
Illinois
$628K +$153K +3,591 +33%
AAMA
302
Advanced Asset Management Advisors
Ohio
$625K
SFFS
303
Stonehage Fleming Financial Services
Jersey
$618K
HI
304
Harbour Investments
Wisconsin
$596K +$13.8K +322 +2%
PA
305
PFG Advisors
Arizona
$586K +$577K +13,505 New
YCG
306
Yeomans Consulting Group
Georgia
$584K +$16.2K +380 +3%
ISWM
307
Independent Solutions Wealth Management
New York
$567K +$327K +7,645 +141%
VA
308
Valmark Advisers
Ohio
$564K +$555K +12,997 New
CMP
309
Courage Miller Partners
Virginia
$560K +$72.9K +1,707 +15%
SB
310
Strategic Blueprint
Georgia
$557K -$56.8K -1,329 -9%
NRC
311
New Republic Capital
North Carolina
$555K
SCA
312
Snowden Capital Advisors
New York
$554K -$142K -3,329 -21%
MAG
313
Members Advisory Group
New York
$553K +$545K +12,742 New
AWAU
314
Alliance Wealth Advisors (Utah)
Utah
$553K +$10.2K +238 +2%
SF
315
Synovus Financial
Georgia
$552K +$14K +328 +3%
TFA
316
TPG Financial Advisors
Oregon
$546K +$24.1K +565 +5%
HFS
317
Horizon Financial Services
North Carolina
$546K -$14.5K -339 -3%
HH
318
Hilltop Holdings
Texas
$542K +$534K +12,491 New
CFP
319
Cascade Financial Partners
California
$538K +$213K +4,990 +66%
IC
320
IEQ Capital
California
$518K +$9.1K +213 +2%
Baird Financial Group
321
Baird Financial Group
Wisconsin
$514K -$109K -2,545 -18%
DI
322
Disciplined Investments
Oklahoma
$500K +$9.83K +230 +2%
BFA
323
Beacon Financial Advisory
Ohio
$493K +$1.32K +31 +0.3%
BTWM
324
Baker Tilly Wealth Management
Wisconsin
$487K -$263K -6,148 -35%
FIM
325
Freedom Investment Management
Connecticut
$475K -$20.3K -475 -4%

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.