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iShares 0-5 Year High Yield Corporate Bond ETF

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: 510516 (+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: 2929 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
476
Family Asset Management
South Carolina
$15.2K
CP
477
Castleview Partners
Texas
$15.1K -$128 -3 -0.9%
FFA
478
Founders Financial Alliance
North Carolina
$15K +$256 +6 +2%
BCMLT
479
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.6K
EB
480
Eastern Bank
Massachusetts
$14.5K +$14.3K +334 New
CWM
481
Cedar Wealth Management
California
$13.2K +$13K +304 +30,400%
PCMC
482
Planning Capital Management Corporation
Pennsylvania
$13.1K +$12.9K +302 New
FRA
483
Front Row Advisors
California
$13K -$1.92K -45 -13%
ADL
484
Asset Dedication LLC
California
$12.5K
GWP
485
Gen-Wealth Partners
Michigan
$12K
HCP
486
Hexagon Capital Partners
Arkansas
$10.8K
TCG
487
Transcendent Capital Group
Oklahoma
$9.99K
SOS
488
Silver Oak Securities
Tennessee
$9.69K +$171 +4 +2%
RIL
489
Rothschild Investment LLC
Illinois
$8.29K
OP
490
ORG Partners
Indiana
$8.29K +$128 +3 +2%
CSC
491
Caldwell Sutter Capital
California
$8.21K
IHWM
492
Iron Horse Wealth Management
Iowa
$7.86K
HNB
493
Huntington National Bank
Ohio
$7.77K
KFI
494
Key Financial Inc
Pennsylvania
$7.73K
AF
495
Allworth Financial
California
$7.64K -$220K -5,151 -97%
FIM
496
FWL Investment Management
Texas
$6.08K
GWSG
497
GPS Wealth Strategies Group
Colorado
$5.69K +$2.35K +55 +72%
RI
498
Ridgewood Investments
New Jersey
$5.6K
AA
499
Ancora Advisors
Ohio
$5.25K +$5.17K +121 New
FPB
500
First PREMIER Bank
South Dakota
$4K

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.