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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
AT
526
American Trust
Kentucky
-$2.75M -65,090 Closed
HOWA
527
Heritage Oak Wealth Advisors
Florida
-$2.52M -59,683 Closed
CPO
528
Cerity Partners OCIO
New York
-$1.75M -41,356 Closed
BEI
529
Benjamin Edwards Inc
Missouri
-$1.47M -34,938 Closed
FA
530
Faithward Advisors
Pennsylvania
-$1.2M -28,353 Closed
TW
531
Transform Wealth
Colorado
-$1.17M -27,618 Closed
MPW
532
MA Private Wealth
California
-$931K -22,055 Closed
VC
533
Vicus Capital
Pennsylvania
-$713K -16,893 Closed
CAAS
534
Capital Asset Advisory Services
Michigan
-$685K -16,215 Closed
AWM
535
Axxcess Wealth Management
California
-$678K -16,070 Closed
SIAS
536
Summit Investment Advisory Services
Minnesota
-$570K -13,518 Closed
SFS
537
Symphony Financial Services
Ohio
-$651K -10,000 Closed
Susquehanna International Group
538
Susquehanna International Group
Pennsylvania
-$410K -9,705 Closed
Lido Advisors
539
Lido Advisors
California
-$405K -9,596 Closed
FTUS
540
Flow Traders U.S.
New York
-$290K -6,861 Closed
MPW
541
MGO Private Wealth
California
-$274K -6,503 Closed
MCM
542
Mainstay Capital Management
Michigan
-$267K -6,332 Closed
CAM
543
Concorde Asset Management
Michigan
-$260K -6,171 Closed
MCM
544
MontVue Capital Management
Virginia
-$232K -5,494 Closed
HKIMG
545
Hutchens & Kramer Investment Management Group
Indiana
-$208K -4,949 Closed
B
546
Bailard
California
-$206K -4,881 Closed
SF
547
Summit Financial
New Jersey
-$201K -4,762 Closed
HT
548
Headlands Technologies
Illinois
-$184K -4,352 Closed
Allianz Asset Management
549
Allianz Asset Management
Germany
-$143K -3,400 Closed
IAIM
550
International Assets Investment Management
Florida
-$142K -3,364 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.