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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
ASFA
526
All Season Financial Advisors
Colorado
– -$501K -11,765 Closed
WI
527
WBI Investments
New Jersey
– -$486K -11,426 Closed
HW
528
Hamilton Wealth
California
– -$412K -9,675 Closed
SWP
529
Significant Wealth Partners
Illinois
– -$383K -8,997 Closed
LNC
530
Lincoln National Corp
Pennsylvania
– -$298K -7,010 Closed
ATI
531
ARK & TLK Investments
Oklahoma
– -$295K -6,928 Closed
SFS
532
Security Financial Services
Indiana
– -$282K -6,619 Closed
Tudor Investment Corp
533
Tudor Investment Corp
Connecticut
– -$279K -6,560 Closed
MIH
534
Meitav Investment House
Israel
– -$249K -5,858 Closed
PMG
535
ProVise Management Group
Florida
– -$235K -5,516 Closed
SL
536
Salomon & Ludwin
Virginia
– -$234K -5,491 Closed
Bank of Nova Scotia
537
Bank of Nova Scotia
Ontario, Canada
– -$232K -5,458 Closed
BBHC
538
Brown Brothers Harriman & Co
New York
– -$230K -5,412 Closed
Fisher Asset Management
539
Fisher Asset Management
Washington
– -$210K -4,928 Closed
ACS
540
Archford Capital Strategies
Illinois
– -$202K -4,755 Closed
TA
541
TrueWealth Advisors
Alabama
– -$202K -4,749 Closed
CSIA
542
Charles Schwab Investment Advisory
California
– -$200K -4,706 Closed
EWA
543
EP Wealth Advisors
California
– -$120K -2,831 Closed
CWAF
544
Core Wealth Advisors (Florida)
Florida
– -$67.8K -1,593 Closed
PP
545
Pingora Partners
Wyoming
– -$49.7K -1,169 Closed
NP
546
NorthRock Partners
Minnesota
– -$23.7K -557 Closed
VCM
547
Versant Capital Management
Arizona
– -$19.3K -453 Closed
CHA
548
Carmichael Hill & Associates
Maryland
– -$9.02K -212 Closed
BL
549
Balentine LLC
Georgia
– -$6.76K -159 Closed
GA
550
GoalVest Advisory
New York
– -$5.49K -129 Closed
19 20 21
22
23

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.