We are live on ! Find out more
SHYG icon

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
FFA
476
Founders Financial Alliance
North Carolina
$14.3K -$2.86K -68 -17%
BCMLT
477
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.2K – – –
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
$13.9K – – –
CPG
479
Cornerstone Planning Group
New Jersey
$13.2K -$84 -2 -0.6%
ADL
480
Asset Dedication LLC
California
$12.2K – – –
GWP
481
Gen-Wealth Partners
Michigan
$11.8K – – –
HCP
482
Hexagon Capital Partners
Arkansas
$10.5K – – –
HNB
483
Huntington National Bank
Ohio
$9.83K – – –
TCG
484
Transcendent Capital Group
Oklahoma
$9.71K +$9.68K +230 New
SOS
485
Silver Oak Securities
Tennessee
$9.25K +$9.22K +219 New
RIL
486
Rothschild Investment LLC
Illinois
$8.06K +$3.45K +82 +75%
CSC
487
Caldwell Sutter Capital
California
$7.98K – – –
OP
488
ORG Partners
Indiana
$7.93K +$7.87K +187 New
IHWM
489
Iron Horse Wealth Management
Iowa
$7.64K – – –
KFI
490
Key Financial Inc
Pennsylvania
$7.51K – – –
CA
491
Crewe Advisors
Utah
$6.92K – – –
BFA
492
Brown Financial Advisors
Ohio
$6.41K +$6.4K +152 New
FIM
493
FWL Investment Management
Texas
$5.91K +$211 +5 +4%
Qube Research & Technologies (QRT)
494
Qube Research & Technologies (QRT)
United Kingdom
$5.82K -$346K -8,214 -98%
RI
495
Ridgewood Investments
New Jersey
$5.44K +$5.43K +129 New
IGWM
496
ICA Group Wealth Management
Colorado
$5.22K -$181K -4,307 -97%
FMP
497
Financial Management Professionals
Texas
$5K – – –
FPB
498
First PREMIER Bank
South Dakota
$4K – – –
TRCT
499
Tower Research Capital (TRC)
New York
$3.38K -$4.08K -97 -55%
GWSG
500
GPS Wealth Strategies Group
Colorado
$3.21K – – –
18 19
20
21 22

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.