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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

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: 501 → 510 (+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: 29 → 29 (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
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$111M
2
AssetMark Inc
AssetMark Inc
California
+$89.9M
3
HCM
Hilton Capital Management
New York
+$38.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28.8M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$27.5M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$42.5M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$19.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$15.3M
4
FGAM
Financial Gravity Asset Management
Texas
-$14.7M
5
TC
TownSquare Capital
Utah
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$33.8M +$5.86M +139,219 +21%
GFA
27
Gallagher Fiduciary Advisors
Illinois
$33.7M -$143K -3,385 -0.4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$32M -$643K -15,283 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$31.5M +$4.78M +113,428 +18%
N
30
Nuveen
North Carolina
$28.1M +$47K +1,116 +0.2%
GFG
31
Greystone Financial Group
Michigan
$27.3M +$755K +17,924 +3%
UBS Group
32
UBS Group
Switzerland
$27.2M -$764K -18,149 -3%
Nomura Asset Management
33
Nomura Asset Management
Japan
$27.1M -$7.69M -182,700 -22%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$22.6M +$716K +16,997 +3%
DFG
35
Delphi Financial Group
Delaware
$22.4M – – –
BNP Paribas Asset Management
36
BNP Paribas Asset Management
France
$22.2M +$4.05M +96,285 +22%
MMA
37
Miracle Mile Advisors
California
$22M +$1.52M +36,145 +7%
Creative Planning
38
Creative Planning
Kansas
$21.4M +$1.6M +37,962 +8%
BCWM
39
Bartlett & Co Wealth Management
Ohio
$21.1M +$5.91M +140,465 +39%
FAP
40
Financial Advisory Partners
Florida
$19.9M +$3.17M +75,317 +19%
BAAM
41
Baker Avenue Asset Management
California
$18.7M +$198K +4,710 +1%
Capstone Investment Advisors
42
Capstone Investment Advisors
New York
$17.8M +$3.24M +76,877 +22%
FGAM
43
Financial Gravity Asset Management
Texas
$17.4M -$14.7M -349,200 -46%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$16.7M – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$16.5M -$15.3M -362,591 -48%
HPA
46
High Probability Advisors
New York
$15.6M +$467K +11,095 +3%
PAS
47
Park Avenue Securities
New York
$15.4M +$2.24M +53,094 +17%
SAS
48
Sage Advisory Services
Texas
$15M -$1.48M -35,240 -9%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$14.7M +$6.38M +151,430 +77%
MFWM
50
Motley Fool Wealth Management
Virginia
$14.6M +$254K +6,025 +2%
1
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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.