We are live on ! Find out more
SHYG icon

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
BNP Paribas Financial Markets
426
BNP Paribas Financial Markets
France
$118K -$24K -562 -17%
WT
427
Whittier Trust
California
$112K
CT
428
Coastline Trust
Rhode Island
$111K +$109K +2,560 New
AIP
429
Ameritas Investment Partners
Nebraska
$108K -$855 -20 -0.8%
CTA
430
Colonial Trust Advisors
South Carolina
$107K
PGAM
431
Princeton Global Asset Management
New Jersey
$105K +$104K +2,423 New
TCPW
432
Twin City Private Wealth
North Carolina
$103K -$93.5K -2,188 -48%
EWM
433
EPG Wealth Management
Georgia
$97.5K +$95.9K +2,245 New
FHA
434
First Horizon Advisors
Tennessee
$93.6K +$19.6K +458 +27%
GEA
435
Glen Eagle Advisors
New Jersey
$91.3K
DSC
436
Duncker Streett & Co
Missouri
$87K
LWANC
437
Laurel Wealth Advisors (North Carolina)
North Carolina
$84.2K +$82.9K +1,940 New
WFA
438
Wells Financial Advisors
Massachusetts
$71.9K
VWWMG
439
Vermillion & White Wealth Management Group
Pennsylvania
$69.2K -$8.55K -200 -11%
RCM
440
Richardson Capital Management
Wisconsin
$66.9K +$20K +467 +44%
Mirae Asset Global Investments
441
Mirae Asset Global Investments
South Korea
$64.7K
AF
442
Advisornet Financial
Minnesota
$58.8K +$39.4K +921 +212%
MCM
443
MidAtlantic Capital Management
Virginia
$54.5K +$20.4K +478 +62%
William Blair & Company
444
William Blair & Company
Illinois
$53.6K +$11.8K +276 +29%
UB
445
UMB Bank
Missouri
$50.7K
WI
446
Wintrust Investments
Illinois
$50K +$49.4K +1,157 New
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$46.9K +$32.1K +751 +229%
SWC
448
Spectrum Wealth Counsel
Indiana
$43.9K
Franklin Resources
449
Franklin Resources
California
$43.5K +$13.9K +325 +47%
SWM
450
Spire Wealth Management
Virginia
$40.3K

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.