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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
MCM
451
MidAtlantic Capital Management
Virginia
$32.8K
FDCP
452
Foster Dykema Cabot & Partners
Massachusetts
$31.6K -$5.01K -119 -14%
US Bancorp
453
US Bancorp
Minnesota
$29.9K +$8.42K +200 +39%
GI
454
Gradient Investments
Minnesota
$29.6K -$3.28K -78 -10%
CCM
455
Chilton Capital Management
Texas
$29.5K +$29.5K +700 New
Franklin Resources
456
Franklin Resources
California
$28.9K +$3.33K +79 +13%
PP
457
Pacifica Partners
Canada
$28.8K +$28.8K +684 New
HGA
458
Hobbs Group Advisors
South Carolina
$27.3K +$27.2K +647 New
NB
459
NBT Bank
New York
$26.4K
GLR
460
Great Lakes Retirement
Ohio
$25.8K +$25.7K +610 New
WWP
461
WR Wealth Planners
Missouri
$24.6K
National Bank of Canada
462
National Bank of Canada
Quebec, Canada
$23.1K
CTWM
463
Cherry Tree Wealth Management
Minnesota
$20.6K
DAM
464
Delta Asset Management
Tennessee
$20.4K
IRC
465
Investors Research Corp
Georgia
$19.2K
OWA
466
Opal Wealth Advisors
New York
$19K +$19K +451 New
KFS
467
Kelly Financial Services
Massachusetts
$18.7K +$295 +7 +2%
Citigroup
468
Citigroup
New York
$18.5K +$84 +2 +0.5%
LFG
469
Larson Financial Group
Missouri
$18.4K +$16.8K +400 +1,143%
AF
470
Advisornet Financial
Minnesota
$18.3K -$34.7K -825 -66%
BIA
471
Bell Investment Advisors
California
$14.9K +$295 +7 +2%
MWM
472
Mascoma Wealth Management
New Hampshire
$14.8K -$18.9K -448 -56%
CP
473
Castleview Partners
Texas
$14.8K -$6.44K -153 -30%
FAM
474
Family Asset Management
South Carolina
$14.8K +$14.7K +350 New
FRA
475
Front Row Advisors
California
$14.6K

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.