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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
SIM
376
Seaview Investment Managers
Florida
$279K +$279K +6,618 New
TWP
377
Tyche Wealth Partners
Texas
$277K -$21.1K -500 -7%
GRP
378
Global Retirement Partners
California
$277K +$60.6K +1,440 +28%
TCA
379
Transcend Capital Advisors
New Jersey
$276K
FNT
380
First National Trust
Pennsylvania
$275K +$274K +6,513 New
MPW
381
MGO Private Wealth
California
$274K +$42 +1 +0%
Koshinski Asset Management
382
Koshinski Asset Management
Illinois
$270K +$269K +6,382 New
FT
383
Fiduciary Trust
Massachusetts
$268K
MCM
384
Mainstay Capital Management
Michigan
$267K -$130K -3,090 -33%
NL
385
NDWM LLC
California
$267K -$85.2K -2,023 -24%
PA
386
Procyon Advisors
Connecticut
$261K +$261K +6,189 New
CAM
387
Concorde Asset Management
Michigan
$260K -$10.5K -250 -4%
Focus Partners Wealth
388
Focus Partners Wealth
Massachusetts
$259K
SCM
389
Saxony Capital Management
Missouri
$258K +$1.09K +26 +0.4%
WS
390
Wedbush Securities
California
$257K -$5.98K -142 -2%
CCIA
391
Cherry Creek Investment Advisors
Colorado
$254K +$7.33K +174 +3%
RA
392
RFG Advisory
Alabama
$240K -$242K -5,755 -50%
MA
393
MJP Associates
Connecticut
$239K
CAPTRUST Financial Advisors
394
CAPTRUST Financial Advisors
North Carolina
$239K -$14.5K -345 -6%
SW
395
SteelPeak Wealth
California
$239K -$119K -2,832 -33%
1WM
396
1900 Wealth Management
Texas
$238K
AA
397
AlphaCentric Advisors
Puerto Rico
$236K -$253 -6 -0.1%
MCM
398
MontVue Capital Management
Virginia
$232K +$231K +5,494 New
ISWM
399
Independent Solutions Wealth Management
New York
$228K +$228K +5,410 New
FWA
400
FOCUS Wealth Advisors
Texas
$227K

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.