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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
SC
401
SouthState Corp
Florida
$252K +$132K +3,099 +115%
1WM
402
1900 Wealth Management
Texas
$245K
AA
403
AlphaCentric Advisors
Puerto Rico
$242K -$684 -16 -0.3%
PA
404
Prossimo Advisors
California
$238K +$235K +5,492 New
WCFA
405
Walkner Condon Financial Advisors
Wisconsin
$237K -$105K -2,464 -31%
FWA
406
FOCUS Wealth Advisors
Texas
$233K
CAWM
407
Capital Advisors Wealth Management
Washington
$230K +$6.07K +142 +3%
MA
408
MJP Associates
Connecticut
$227K -$19.2K -450 -8%
CB
409
Commerce Bank
Missouri
$225K +$221K +5,176 New
RA
410
RFG Advisory
Alabama
$215K -$31.5K -738 -13%
SW
411
SteelPeak Wealth
California
$213K -$31.8K -745 -13%
NSIM
412
North Star Investment Management
Illinois
$211K -$9.62K -225 -4%
Koshinski Asset Management
413
Koshinski Asset Management
Illinois
$210K -$65.7K -1,538 -24%
PMG
414
ProVise Management Group
Florida
$205K +$202K +4,717 New
TA
415
TrueWealth Advisors
Alabama
$204K +$201K +4,700 New
SIM
416
Seaview Investment Managers
Florida
$203K -$82.6K -1,932 -29%
WI
417
WrapManager Inc
California
$203K +$200K +4,675 New
EGA
418
Eagle Global Advisors
Texas
$202K -$27.8K -650 -12%
MYIA
419
Mount Yale Investment Advisors
Colorado
$199K +$196K +4,577 New
EWA
420
EverSource Wealth Advisors
Alabama
$175K -$641 -15 -0.4%
US Bancorp
421
US Bancorp
Minnesota
$164K +$131K +3,070 +433%
CIAS
422
Capital Investment Advisory Services
North Carolina
$145K
LWA
423
Lowe Wealth Advisors
Maryland
$139K -$2.56K -60 -2%
Fidelity Investments
424
Fidelity Investments
Massachusetts
$135K +$19.3K +452 +17%
NCM
425
Northwest Capital Management
Oregon
$123K -$20.6K -483 -15%

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.