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iShares 0-5 Year High Yield Corporate Bond ETF

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: 501510 (+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: 2929 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
501
Harbor Investment Advisory
Maryland
$2.53K
BWL
502
Bogart Wealth LLC
Virginia
$1.14K +$1.14K +27 New
TCA
503
Trifecta Capital Advisors
Illinois
$1.05K
TFA
504
Transamerica Financial Advisors
Florida
$1K
TFGT
505
TS Financial Group (TSFG)
Illinois
$1K
FCG
506
Financial Connections Group
California
$1K +$1.77K +42 New
TCOV
507
Trust Company of Vermont
Vermont
$971
MRCM
508
M&R Capital Management
New Jersey
$633 -$8.42K -200 -93%
AWM
509
AllSquare Wealth Management
New York
$633
CWC
510
Carolinas Wealth Consulting
North Carolina
$422
AWM
511
Aspire Wealth Management
Massachusetts
$135 -$42 -1 -25%
CWM
512
Cedar Wealth Management
California
$42
NC
513
NewSquare Capital
Pennsylvania
$30
EWM
514
Evermay Wealth Management
Virginia
$1 -$3.07M -73,023 Closed
Point72 Asset Management
515
Point72 Asset Management
Connecticut
-$42.5M -1,000,000 Closed
SL
516
Systelligence LLC
Minnesota
-$5.78M -135,768 Closed
GAA
517
Global Assets Advisory
Florida
-$2.48M -104,371 Closed
Northern Trust
518
Northern Trust
Illinois
-$3.79M -89,038 Closed
BIG
519
Bush Investment Group
Georgia
-$3.39M -79,767 Closed
CCA
520
Childress Capital Advisors
Texas
-$2.44M -57,306 Closed
NL
521
NWAM LLC
Washington
-$1.13M -26,674 Closed
EAM
522
Empirical Asset Management
Massachusetts
-$22.9K -22,949 Closed
TSS
523
Two Sigma Securities
New York
-$924K -21,727 Closed
NW
524
NewEdge Wealth
Pennsylvania
-$646K -15,363 Closed
TFM
525
Trademark Financial Management
Minnesota
-$520K -12,223 Closed

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.