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iShares 0-5 Year High Yield Corporate Bond ETF

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: 516541 (+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: 2927 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
451
Duncker Streett & Co
Missouri
$85.4K
RCM
452
Richardson Capital Management
Wisconsin
$83.9K +$18.4K +429 +28%
TCPW
453
Twin City Private Wealth
North Carolina
$83.8K -$17.1K -397 -17%
LWANC
454
Laurel Wealth Advisors (North Carolina)
North Carolina
$82.7K
William Blair & Company
455
William Blair & Company
Illinois
$74.5K +$22.1K +514 +42%
WFA
456
Wells Financial Advisors
Massachusetts
$70.5K
AG
457
AmeriFlex Group
Nevada
$70.3K +$70K +1,628 New
VWWMG
458
Vermillion & White Wealth Management Group
Pennsylvania
$67.9K
Mirae Asset Global Investments
459
Mirae Asset Global Investments
South Korea
$63.4K
RMP
460
Richards, Merrill & Peterson
Washington
$62.9K +$63.4K +1,476 New
PSFG
461
Park Square Financial Group
Georgia
$61.5K +$62.1K +1,444 New
LFASL
462
Lugano Financial Advisors SA (LFA)
Switzerland
$59.7K +$60.2K +1,400 New
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$59.3K +$58.2K +1,353 +3,469%
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$58.8K +$12.7K +296 +27%
MCM
465
MidAtlantic Capital Management
Virginia
$54.9K +$1.42K +33 +3%
UB
466
UMB Bank
Missouri
$49.8K
AF
467
Advisornet Financial
Minnesota
$46.2K -$11.6K -271 -20%
SWC
468
Spectrum Wealth Counsel
Indiana
$43.8K +$688 +16 +2%
DRP
469
Decker Retirement Planning
Utah
$42.9K +$43.2K +1,006 New
FFO
470
Fortitude Family Office
Arizona
$42.2K +$5.67K +132 +15%
SWM
471
Spire Wealth Management
Virginia
$39.5K
PA
472
Parallel Advisors
California
$38.3K -$473 -11 -1%
OC
473
Oarsman Capital
Wisconsin
$37.7K
NFSG
474
Newbridge Financial Services Group
Florida
$37.2K +$860 +20 +2%
AW
475
Avion Wealth
Texas
$35K

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.