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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
BWCS
351
Beirne Wealth Consulting Services
Connecticut
$366K +$25.9K +615 +8%
AC
352
Addison Capital
Pennsylvania
$366K +$160K +3,790 +78%
D
353
Diversified
Delaware
$358K -$11.5K -274 -3%
TGAM
354
TBH Global Asset Management
Tennessee
$355K -$40.4K -960 -10%
OFG
355
Omega Financial Group
California
$334K +$2.9K +69 +0.9%
WCFA
356
Walkner Condon Financial Advisors
Wisconsin
$334K -$16K -380 -5%
FCA
357
FinTrust Capital Advisors
South Carolina
$333K
ACM
358
AlphaStar Capital Management
North Carolina
$331K -$16.3K -386 -5%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$331K -$155K -3,675 -32%
FEM
360
Fulcrum Equity Management
Texas
$330K -$11.1K -263 -3%
C1AG
361
Client 1st Advisory Group
Florida
$330K -$32K -761 -9%
BFWM
362
Bright Futures Wealth Management
New York
$330K -$31.6K -751 -9%
SC
363
Saiph Capital
New Jersey
$329K -$7.28K -173 -2%
AWA
364
Acorn Wealth Advisors
Michigan
$327K +$29.8K +709 +10%
CT
365
Colonial Trust
South Carolina
$320K -$3.03K -72 -0.9%
CFP
366
Cascade Financial Partners
California
$317K -$175K -4,167 -36%
EFL
367
ERn Financial LLC
Wisconsin
$317K +$22.2K +528 +8%
NIC
368
Northwest Investment Counselors
Oregon
$316K +$1.09K +26 +0.3%
CFO
369
Collective Family Office
Pennsylvania
$313K -$234K -5,548 -43%
PTC
370
Private Trust Company
Ohio
$311K +$50K +1,187 +19%
SW
371
Simplicity Wealth
New Jersey
$310K
HAIM
372
Hunter Associates Investment Management
Pennsylvania
$307K +$6.91K +164 +2%
WAG
373
Wallace Advisory Group
California
$294K -$29.5K -701 -9%
FTUS
374
Flow Traders U.S.
New York
$290K +$289K +6,861 New
LFG
375
Lockerman Financial Group
California
$285K +$505 +12 +0.2%

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.