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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
Qube Research & Technologies (QRT)
501
Qube Research & Technologies (QRT)
United Kingdom
$3.91K -$2.05K -48 -35%
TRCT
502
Tower Research Capital (TRC)
New York
$3.47K
OA
503
Operose Advisors
Wisconsin
$2.82K +$2.78K +65 New
HIA
504
Harbor Investment Advisory
Maryland
$2.6K
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$1.69K +$1.67K +39 New
BWL
506
Bogart Wealth LLC
Virginia
$1.17K
TCA
507
Trifecta Capital Advisors
Illinois
$1.09K
TFA
508
Transamerica Financial Advisors
Florida
$1K
TCOV
509
Trust Company of Vermont
Vermont
$999
FWM
510
FSA Wealth Management
Massachusetts
$756 +$726 +17 New
AWM
511
AllSquare Wealth Management
New York
$651
MRCM
512
M&R Capital Management
New Jersey
$651
CWC
513
Carolinas Wealth Consulting
North Carolina
$435
Citigroup
514
Citigroup
New York
$434 -$18.3K -429 -98%
AWM
515
Aspire Wealth Management
Massachusetts
$102 -$43 -1 -33%
NC
516
NewSquare Capital
Pennsylvania
$32
EWM
517
Evermay Wealth Management
Virginia
$1
HCM
518
Hilton Capital Management
New York
-$38.3M -908,126 Closed
Nomura Asset Management
519
Nomura Asset Management
Japan
-$27.1M -643,000 Closed
CI
520
Conning Inc
Connecticut
-$8.87M -210,194 Closed
VRM
521
Vectors Research Management
New York
-$5.53M -130,943 Closed
LG
522
Leuthold Group
Minnesota
-$5.42M -128,392 Closed
Jane Street
523
Jane Street
New York
-$4.37M -103,587 Closed
NWWA
524
New Wave Wealth Advisors
Arkansas
-$3.53M -83,756 Closed
SW
525
SVB Wealth
Massachusetts
-$3.45M -81,838 Closed

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.