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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
ACP
301
Aveo Capital Partners
Colorado
$670K +$33.9K +789 +5%
WW
302
Winnow Wealth
Texas
$664K +$671K +15,622 New
Focus Partners Wealth
303
Focus Partners Wealth
Massachusetts
$656K -$6.54M -152,193 -91%
MCM
304
Mendel Capital Management
Arkansas
$651K +$3.7K +86 +0.6%
ACM
305
Absolute Capital Management
Pennsylvania
$649K +$297K +6,905 +83%
DAS
306
Dynamic Advisor Solutions
Arizona
$640K -$777K -18,075 -55%
PA
307
Probity Advisors
Texas
$639K -$1.75M -40,653 -73%
P
308
&Partners
Tennessee
$637K +$201K +4,672 +46%
AAMA
309
Advanced Asset Management Advisors
Ohio
$631K – – –
NRI
310
NFP Retirement Inc
California
$626K +$1.8K +42 +0.3%
HI
311
Harbour Investments
Wisconsin
$619K +$33.7K +783 +6%
SF
312
Synovus Financial
Georgia
$611K +$69.3K +1,613 +13%
GI
313
GLOBALT Investments
Georgia
$610K -$13.8K -320 -2%
SFFS
314
Stonehage Fleming Financial Services
Jersey
$607K – – –
AIM
315
Advyzon Investment Management
Illinois
$601K +$606K +14,103 New
HP
316
Holistic Planning
Texas
$601K +$606K +14,103 New
IA
317
IFP Advisors
Florida
$599K -$141K -3,290 -19%
AWM
318
AE Wealth Management
Kansas
$599K -$48.8K -1,136 -7%
PI
319
PFG Investments
New York
$589K +$312K +7,261 +111%
RFP
320
Root Financial Partners
California
$585K +$590K +13,721 New
AWAU
321
Alliance Wealth Advisors (Utah)
Utah
$581K +$39.1K +910 +7%
FNT
322
First National Trust
Pennsylvania
$575K +$200K +4,650 +53%
YCG
323
Yeomans Consulting Group
Georgia
$573K +$731 +17 +0.1%
SCA
324
Snowden Capital Advisors
New York
$570K +$26.2K +609 +5%
DC
325
Destiny Capital
Colorado
$564K +$123K +2,863 +28%
11 12
13
14 15

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.