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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
NA
326
NewEdge Advisors
Louisiana
$476K +$2.15K +51 +0.5%
CMP
327
Courage Miller Partners
Virginia
$472K -$6.23K -148 -1%
BRWA
328
B. Riley Wealth Advisors
Florida
$468K -$385K -9,148 -45%
CRC
329
Curi RMB Capital
Illinois
$459K +$90.8K +2,156 +25%
KPWG
330
KFA Private Wealth Group
Virginia
$436K +$6.61K +157 +2%
MA
331
MAS Advisors
Florida
$432K
CFG
332
CKW Financial Group
Hawaii
$428K +$46.5K +1,105 +12%
KSWA
333
Kathleen S. Wright Associates
Pennsylvania
$414K +$5.68K +135 +1%
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
$410K -$9.17M -217,883 -96%
Lido Advisors
335
Lido Advisors
California
$405K +$404K +9,596 New
CFS
336
Commonwealth Financial Services
West Virginia
$405K +$155K +3,690 +63%
DC
337
Destiny Capital
Colorado
$400K -$25.2K -598 -6%
ACM
338
Absolute Capital Management
Pennsylvania
$391K +$390K +9,265 New
RFN
339
Redwood Financial Network
Ohio
$390K
AA
340
Axiom Advisory
California
$390K +$390K +9,255 New
VFPW
341
Vantage Financial Partners (Wisconsin)
Wisconsin
$388K +$32.5K +772 +9%
ALS
342
Andrew L. Share
$386K -$155K -3,683 -29%
CCA
343
Cadent Capital Advisors
Oklahoma
$386K -$4.13K -98 -1%
MAG
344
MRA Advisory Group
New Jersey
$386K -$15.4K -366 -4%
RFA
345
Resurgent Financial Advisors
Georgia
$381K -$417K -9,913 -52%
CCAL
346
City Center Advisors LLC
Michigan
$375K
CWP
347
Cyndeo Wealth Partners
Florida
$374K -$966K -22,943 -72%
CAS
348
Coppell Advisory Solutions
Texas
$370K +$369K +8,772 New
SFO
349
Stokes Family Office
Louisiana
$367K -$7.58K -180 -2%
P
350
&Partners
Tennessee
$367K +$366K +8,686 New

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.