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
EGM
351
Engineers Gate Manager
New York
$433K -$32.1K -746 -7%
ML
352
McAdam LLC
Pennsylvania
$427K -$194K -4,515 -31%
CFS
353
Commonwealth Financial Services
West Virginia
$416K -$9.71K -226 -2%
TFA
354
TPG Financial Advisors
Oregon
$412K -$125K -2,900 -23%
VCM
355
Vivaldi Capital Management
Illinois
$412K +$49.8K +1,159 +14%
CAAS
356
Capital Asset Advisory Services
Michigan
$411K +$413K +9,616 New
AWM
357
Axxcess Wealth Management
California
$410K +$413K +9,616 New
BFA
358
Beacon Financial Advisory
Ohio
$408K -$76.8K -1,786 -16%
PCS
359
Private Client Services
Kentucky
$403K +$110K +2,549 +37%
TWCA
360
Two West Capital Advisors
Kansas
$398K +$42.3K +984 +12%
GEM
361
Global Endowment Management
North Carolina
$397K +$400K +9,317 New
GWM
362
GK Wealth Management
Nevada
$397K +$400K +9,315 New
CCA
363
Cadent Capital Advisors
Oklahoma
$397K +$2.58K +60 +0.6%
MAG
364
MRA Advisory Group
New Jersey
$393K +$3.87K +90 +1%
NL
365
NWAM LLC
Washington
$390K -$1.9M -44,267 -83%
IWA
366
Integrity Wealth Advisors
California
$388K +$391K +9,096 New
CFG
367
CKW Financial Group
Hawaii
$385K -$54.2K -1,260 -12%
RFN
368
Redwood Financial Network
Ohio
$384K -$9.67K -225 -2%
PTC
369
Private Trust Company
Ohio
$383K +$76.7K +1,784 +25%
CMMS
370
Comprehensive Money Management Services
Florida
$379K +$382K +8,890 New
SA
371
Stewardship Advisors
Pennsylvania
$375K +$107K +2,487 +39%
TGAM
372
TBH Global Asset Management
Tennessee
$372K -$1.98K -46 -0.5%
BWCS
373
Beirne Wealth Consulting Services
Connecticut
$370K -$1.76K -41 -0.5%
CWP
374
Cyndeo Wealth Partners
Florida
$370K – – –
RCAG
375
Rehmann Capital Advisory Group
Michigan
$366K +$369K +8,587 New
13 14
15
16 17

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.