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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
GS
376
GTS Securities
New York
$327K +$322K +7,528 New
NIC
377
Northwest Investment Counselors
Oregon
$326K +$1.11K +26 +0.3%
SW
378
Simplicity Wealth
New Jersey
$319K
HAIM
379
Hunter Associates Investment Management
Pennsylvania
$317K -$1.32K -31 -0.4%
PTC
380
Private Trust Company
Ohio
$313K -$7.48K -175 -2%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$308K -$32.1K -752 -10%
CAS
382
Coppell Advisory Solutions
Texas
$305K -$74.4K -1,740 -20%
PCS
383
Private Client Services
Kentucky
$300K +$295K +6,900 New
PA
384
Procyon Advisors
Connecticut
$299K +$30.1K +705 +11%
WAG
385
Wallace Advisory Group
California
$294K
ALS
386
Andrew L. Share
$294K -$102K -2,392 -26%
LFG
387
Lockerman Financial Group
California
$294K
WAP
388
Wealthcare Advisory Partners
Pennsylvania
$293K +$288K +6,748 New
CT
389
Colonial Trust
South Carolina
$291K -$37.4K -876 -12%
Millennium Management
390
Millennium Management
New York
$290K +$286K +6,686 New
TWP
391
Tyche Wealth Partners
Texas
$285K
PI
392
PFG Investments
New York
$285K -$300K -7,031 -52%
TCA
393
Transcend Capital Advisors
New Jersey
$284K
FT
394
Fiduciary Trust
Massachusetts
$276K
NL
395
NDWM LLC
California
$275K +$385 +9 +0.1%
SA
396
Stewardship Advisors
Pennsylvania
$274K +$269K +6,306 New
SCM
397
Saxony Capital Management
Missouri
$268K +$2.73K +64 +1%
WS
398
Wedbush Securities
California
$265K
CWM
399
Cabot Wealth Management
Massachusetts
$255K -$1.6M -37,344 -86%
CCIA
400
Cherry Creek Investment Advisors
Colorado
$252K -$9.32K -218 -4%

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.