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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
BCM
401
Brookstone Capital Management
Illinois
$227K +$224K +5,316 New
AF
402
Allworth Financial
California
$227K -$90.6K -2,152 -29%
EGA
403
Eagle Global Advisors
Texas
$224K
CAWM
404
Capital Advisors Wealth Management
Washington
$218K -$22.9K -544 -10%
NSIM
405
North Star Investment Management
Illinois
$215K
HKIMG
406
Hutchens & Kramer Investment Management Group
Indiana
$208K -$15K -357 -7%
B
407
Bailard
California
$206K +$1.01K +24 +0.5%
SF
408
Summit Financial
New Jersey
$201K +$1.47K +35 +0.7%
TCPW
409
Twin City Private Wealth
North Carolina
$192K -$26.5K -630 -12%
HT
410
Headlands Technologies
Illinois
$184K +$178K +4,220 +3,197%
EWA
411
EverSource Wealth Advisors
Alabama
$173K +$54K +1,282 +46%
Jones Financial Companies
412
Jones Financial Companies
Missouri
$157K +$157K +3,722 New
Allianz Asset Management
413
Allianz Asset Management
Germany
$143K +$143K +3,400 New
IAIM
414
International Assets Investment Management
Florida
$142K +$142K +3,364 New
CIAS
415
Capital Investment Advisory Services
North Carolina
$140K -$3.75K -89 -3%
NCM
416
Northwest Capital Management
Oregon
$140K -$87.7K -2,084 -39%
BNP Paribas Financial Markets
417
BNP Paribas Financial Markets
France
$139K -$19.8M -471,270 -99%
TWP
418
Triad Wealth Partners
Kansas
$138K +$138K +3,279 New
LWA
419
Lowe Wealth Advisors
Maryland
$137K -$3.66K -87 -3%
SC
420
SouthState Corp
Florida
$114K +$114K +2,696 New
Fidelity Investments
421
Fidelity Investments
Massachusetts
$112K -$108K -2,574 -49%
SP
422
SWS Partners
Ohio
$110K +$110K +2,617 New
WT
423
Whittier Trust
California
$109K +$23.3K +553 +27%
AIP
424
Ameritas Investment Partners
Nebraska
$106K +$10.9K +258 +11%
CTA
425
Colonial Trust Advisors
South Carolina
$104K -$12.6K -300 -11%

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.