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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
OCM
376
Objective Capital Management
Ohio
$365K -$35.2K -820 -9%
SFO
377
Stokes Family Office
Louisiana
$361K – – –
DE
378
Diversified Enterprises
Delaware
$360K -$3.91K -91 -1%
OFG
379
Omega Financial Group
California
$345K +$2.92K +68 +0.8%
AWA
380
Acorn Wealth Advisors
Michigan
$340K -$3.01K -70 -0.9%
SC
381
Saiph Capital
New Jersey
$339K +$11.2K +260 +3%
GRP
382
Global Retirement Partners
California
$337K +$4.9K +114 +1%
C1AG
383
Client 1st Advisory Group
Florida
$333K – – –
ICMM
384
Integrated Capital Management (Michigan)
Michigan
$323K -$2.02K -47 -0.6%
HAIM
385
Hunter Associates Investment Management
Pennsylvania
$320K +$11.7K +273 +4%
EFL
386
ERn Financial LLC
Wisconsin
$319K -$2.75K -64 -0.8%
SW
387
Simplicity Wealth
New Jersey
$313K – – –
CNBOF
388
City National Bank of Florida
Florida
$313K +$315K +7,337 New
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$302K – – –
SFP
390
Shepherd Financial Partners
Massachusetts
$302K -$404K -9,405 -57%
WAG
391
Wallace Advisory Group
California
$296K -$6.66K -155 -2%
SXL
392
Summit X LLC
Missouri
$296K -$40.2K -935 -12%
GS
393
GTS Securities
New York
$292K -$29.1K -677 -9%
LFG
394
Lockerman Financial Group
California
$288K – – –
SC
395
SouthState Corp
Florida
$286K +$39.1K +910 +16%
CSP
396
Cary Street Partners
Virginia
$283K +$286K +6,650 New
SW
397
SteelPeak Wealth
California
$281K +$72.2K +1,679 +34%
TWP
398
Tyche Wealth Partners
Texas
$280K – – –
WI
399
WrapManager Inc
California
$280K +$81K +1,885 +40%
CAWM
400
Capital Advisors Wealth Management
Washington
$275K +$49.2K +1,144 +22%
14 15
16
17 18

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.