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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
MA
426
MJP Associates
Connecticut
$222K – – –
1WM
427
1900 Wealth Management
Texas
$221K -$19.6K -456 -8%
Lido Advisors
428
Lido Advisors
California
$219K +$221K +5,143 New
SF
429
Summit Financial
New Jersey
$208K +$210K +4,891 New
PGAM
430
Princeton Global Asset Management
New Jersey
$208K +$106K +2,455 +101%
NSIM
431
North Star Investment Management
Illinois
$207K – – –
GVAG
432
Great Valley Advisor Group
Delaware
$205K +$207K +4,805 New
TA
433
TrueWealth Advisors
Alabama
$200K – – –
CF
434
Conquis Financial
California
$200K +$201K +4,688 New
WI
435
Wintrust Investments
Illinois
$191K +$143K +3,329 +288%
FHA
436
First Horizon Advisors
Tennessee
$184K +$93K +2,163 +100%
GM
437
GeoWealth Management
Illinois
$145K -$6.63M -154,371 -98%
CIAS
438
Capital Investment Advisory Services
North Carolina
$138K -$4.04K -94 -3%
CA
439
CoreCap Advisors
Michigan
$123K -$1.87M -43,490 -94%
LWA
440
Lowe Wealth Advisors
Maryland
$117K -$19.5K -453 -14%
NCM
441
Northwest Capital Management
Oregon
$113K -$7.48K -174 -6%
Fidelity Investments
442
Fidelity Investments
Massachusetts
$111K -$21.3K -496 -16%
CT
443
Coastline Trust
Rhode Island
$109K – – –
WT
444
Whittier Trust
California
$107K -$2.79K -65 -3%
AIP
445
Ameritas Investment Partners
Nebraska
$107K +$860 +20 +0.8%
EWA
446
EverSource Wealth Advisors
Alabama
$105K -$67.2K -1,564 -39%
BTI
447
Blue Trust Inc
Georgia
$104K -$692K -16,095 -87%
CTA
448
Colonial Trust Advisors
South Carolina
$99.1K -$6.45K -150 -6%
EWM
449
EPG Wealth Management
Georgia
$95.7K – – –
GEA
450
Glen Eagle Advisors
New Jersey
$89.6K – – –
16 17
18
19 20

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.