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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
VFPW
326
Vantage Financial Partners (Wisconsin)
Wisconsin
$474K +$73.3K +1,715 +19%
EGM
327
Engineers Gate Manager
New York
$474K +$466K +10,909 New
OC
328
Oppenheimer & Co
New York
$469K -$58.8K -1,376 -11%
TF
329
Tudor Financial
Ohio
$468K +$461K +10,785 New
ACA
330
Aptus Capital Advisors
Alabama
$464K -$149K -3,493 -25%
CW
331
Channel Wealth
California
$463K -$109K -2,541 -19%
KPWG
332
KFA Private Wealth Group
Virginia
$460K +$10.8K +252 +2%
BCM
333
Brookstone Capital Management
Illinois
$458K +$224K +5,238 +99%
DADC
334
D.A. Davidson & Co
Montana
$449K +$442K +10,334 New
CFG
335
CKW Financial Group
Hawaii
$445K +$4.02K +94 +0.9%
MA
336
MAS Advisors
Florida
$445K
DC
337
Destiny Capital
Colorado
$444K +$38.5K +901 +10%
P
338
&Partners
Tennessee
$444K +$65.8K +1,539 +18%
CFS
339
Commonwealth Financial Services
West Virginia
$431K +$17.3K +405 +4%
KSWA
340
Kathleen S. Wright Associates
Pennsylvania
$426K
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$416K +$168K +3,926 +69%
BRWA
342
B. Riley Wealth Advisors
Florida
$415K -$64.1K -1,499 -14%
AA
343
Axiom Advisory
California
$409K +$14.3K +334 +4%
OCM
344
Objective Capital Management
Ohio
$407K +$401K +9,384 New
CCA
345
Cadent Capital Advisors
Oklahoma
$402K +$4.4K +103 +1%
RFN
346
Redwood Financial Network
Ohio
$401K
MAG
347
MRA Advisory Group
New Jersey
$396K -$1.11K -26 -0.3%
FNT
348
First National Trust
Pennsylvania
$384K +$99.7K +2,332 +36%
TGAM
349
TBH Global Asset Management
Tennessee
$382K +$16.5K +385 +5%
BWCS
350
Beirne Wealth Consulting Services
Connecticut
$379K +$2.73K +64 +0.7%

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.