We are live on ! Find out more
SHYG icon

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
CMP
326
Courage Miller Partners
Virginia
$550K – – –
IIA
327
IPG Investment Advisors
California
$542K -$112K -2,608 -17%
CRC
328
Curi RMB Capital
Illinois
$542K -$74.7K -1,737 -12%
SB
329
Strategic Blueprint
Georgia
$540K -$6.79K -158 -1%
PNC Financial Services Group
330
PNC Financial Services Group
Pennsylvania
$534K -$2.46M -57,147 -82%
DI
331
Disciplined Investments
Oklahoma
$532K +$41.1K +957 +8%
HH
332
Hilltop Holdings
Texas
$524K -$8.77K -204 -2%
VFPW
333
Vantage Financial Partners (Wisconsin)
Wisconsin
$521K +$56.6K +1,318 +12%
IC
334
IEQ Capital
California
$517K +$9.07K +211 +2%
CCAL
335
City Center Advisors LLC
Michigan
$501K +$156K +3,625 +45%
GVIC
336
Global Value Investment Corporation
Wisconsin
$501K +$506K +11,762 New
BW
337
Blalock Williams
Alabama
$494K +$498K +11,587 New
SIM
338
Seaview Investment Managers
Florida
$488K +$291K +6,769 +144%
PIMG
339
Patriot Investment Management Group
Tennessee
$487K -$191K -4,451 -28%
CCM
340
Crabel Capital Management
California
$484K -$1.42M -33,151 -74%
TF
341
Tudor Financial
Ohio
$482K +$23K +535 +5%
CW
342
Channel Wealth
California
$475K +$20.8K +483 +5%
KPWG
343
KFA Private Wealth Group
Virginia
$466K +$14.7K +342 +3%
ACA
344
Aptus Capital Advisors
Alabama
$455K -$172 -4 -0%
PFA
345
Portland Financial Advisors
New York
$455K +$459K +10,672 New
SIA
346
Summit Investment Advisors
Maryland
$453K +$453K +10,530 New
RF
347
Rossby Financial
Florida
$445K +$449K +10,449 New
BTWM
348
Baker Tilly Wealth Management
Wisconsin
$439K -$39K -907 -8%
DADC
349
D.A. Davidson & Co
Montana
$439K -$1.16K -27 -0.3%
OC
350
Oppenheimer & Co
New York
$436K -$24.4K -567 -5%
12 13
14
15 16

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.