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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

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: 510 → 516 (+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: 29 → 29 (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
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$28.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.8M
3
BlackRock
BlackRock
New York
+$25.5M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$24.3M
5
Morgan Stanley
Morgan Stanley
New York
+$22.4M

Top Sellers

1
BI
Bramshill Investments
Florida
-$121M
2
HCM
Hilton Capital Management
New York
-$38.3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$34.2M
4
Nomura Asset Management
Nomura Asset Management
Japan
-$27.1M
5
MMA
Miracle Mile Advisors
California
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
26
Gallagher Fiduciary Advisors
Illinois
$36.8M +$2.11M +49,405 +6%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$32.7M -$233K -5,464 -0.7%
MFWM
28
Motley Fool Wealth Management
Virginia
$29.8M +$14.6M +340,749 +99%
GFG
29
Greystone Financial Group
Michigan
$28.8M +$629K +14,708 +2%
UBS Group
30
UBS Group
Switzerland
$27.6M -$438K -10,260 -2%
Mariner
31
Mariner
Kansas
$27.2M -$7.48M -175,151 -22%
BNP Paribas Asset Management
32
BNP Paribas Asset Management
France
$25.2M +$2.34M +54,859 +10%
FAP
33
Financial Advisory Partners
Florida
$24.9M +$4.34M +101,633 +22%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$23.8M +$489K +11,437 +2%
Creative Planning
35
Creative Planning
Kansas
$23.7M +$1.63M +38,250 +8%
DFG
36
Delphi Financial Group
Delaware
$23M – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$20M -$12.2M -286,021 -38%
BAAM
38
Baker Avenue Asset Management
California
$19.8M +$543K +12,701 +3%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$19.4M +$2.22M +52,028 +13%
N
40
Nuveen
North Carolina
$18.4M -$10.1M -236,798 -36%
HighTower Advisors
41
HighTower Advisors
Illinois
$18.1M +$1.11M +25,918 +7%
FGC
42
Financial Gravity Companies
Texas
$17.4M +$17.2M +401,562 New
NIM
43
NEOS Investment Management
Connecticut
$17.1M +$16.9M +395,438 New
PAS
44
Park Avenue Securities
New York
$15.7M -$139K -3,261 -0.9%
Ninety One (UK)
45
Ninety One (UK)
United Kingdom
$15.6M +$527K +12,342 +4%
HPA
46
High Probability Advisors
New York
$15.4M -$574K -13,440 -4%
OIA
47
OneDigital Investment Advisors
Kansas
$15.2M +$205K +4,788 +1%
SAS
48
Sage Advisory Services
Texas
$15M – – –
Betterment LLC
49
Betterment LLC
New York
$14.9M +$3.62M +84,624 +33%
MGIA
50
Matthew Goff Investment Advisor
Texas
$14.9M +$210K +4,917 +1%
1
2
3 4 5

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.