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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
CWP
351
Cyndeo Wealth Partners
Florida
$377K -$7.65K -179 -2%
EFS
352
Econ Financial Services
Pennsylvania
$376K -$756K -17,695 -67%
CFO
353
Collective Family Office
Pennsylvania
$373K +$49.7K +1,162 +16%
D
354
Diversified
Delaware
$370K +$1.79K +42 +0.5%
DE
355
Diversified Enterprises
Delaware
$370K +$364K +8,528 New
SFO
356
Stokes Family Office
Louisiana
$368K -$9.53K -223 -3%
TPW
357
Talon Private Wealth
Florida
$366K +$361K +8,439 New
VCM
358
Vivaldi Capital Management
Illinois
$364K +$358K +8,378 New
TWCA
359
Two West Capital Advisors
Kansas
$363K +$357K +8,351 New
ACM
360
Absolute Capital Management
Pennsylvania
$361K -$40.3K -943 -10%
BCI
361
Brinker Capital Investments
Pennsylvania
$356K -$3.74M -87,560 -91%
OPS
362
Orion Portfolio Solutions
Nebraska
$356K -$3.74M -87,560 -91%
CCAL
363
City Center Advisors LLC
Michigan
$354K -$28.6K -670 -8%
AWA
364
Acorn Wealth Advisors
Michigan
$350K +$13.2K +308 +4%
OFG
365
Omega Financial Group
California
$349K +$5K +117 +1%
FEM
366
Fulcrum Equity Management
Texas
$347K +$7.65K +179 +2%
FCA
367
FinTrust Capital Advisors
South Carolina
$343K
C1AG
368
Client 1st Advisory Group
Florida
$339K
GRP
369
Global Retirement Partners
California
$338K +$52.9K +1,238 +19%
BFWM
370
Bright Futures Wealth Management
New York
$337K +$1.28K +30 +0.4%
SC
371
Saiph Capital
New Jersey
$334K -$4.27K -100 -1%
SXL
372
Summit X LLC
Missouri
$333K -$180K -4,203 -35%
ICMM
373
Integrated Capital Management (Michigan)
Michigan
$331K +$325K +7,616 New
ACM
374
AlphaStar Capital Management
North Carolina
$329K -$12.1K -283 -4%
EFL
375
ERn Financial LLC
Wisconsin
$328K +$1.75K +41 +0.5%

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.