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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

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: 510 → 516 (+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: 29 → 29 (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
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$28.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.8M
3
BlackRock
BlackRock
New York
+$25.5M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$24.3M
5
Morgan Stanley
Morgan Stanley
New York
+$22.4M

Top Sellers

1
BI
Bramshill Investments
Florida
-$121M
2
HCM
Hilton Capital Management
New York
-$38.3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$34.2M
4
Nomura Asset Management
Nomura Asset Management
Japan
-$27.1M
5
MMA
Miracle Mile Advisors
California
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
551
Triad Wealth Partners
Kansas
– -$138K -3,279 Closed
SP
552
SWS Partners
Ohio
– -$110K -2,617 Closed
AAM
553
Advisors Asset Management
Colorado
– -$88.9K -2,106 Closed
SA
554
Scarborough Advisors
Maryland
– -$50.7K -1,201 Closed
AIC
555
Archer Investment Corporation
Indiana
– -$42.8K -1,014 Closed
TSMHT
556
Thurston Springer Miller Herd & Titak
Indiana
– -$38.9K -921 Closed
GI
557
Gradient Investments
Minnesota
– -$29.6K -701 Closed
CCM
558
Chilton Capital Management
Texas
– -$29.5K -700 Closed
GLR
559
Great Lakes Retirement
Ohio
– -$25.8K -610 Closed
National Bank of Canada
560
National Bank of Canada
Quebec, Canada
– -$23.1K -550 Closed
OWA
561
Opal Wealth Advisors
New York
– -$19K -451 Closed
KFS
562
Kelly Financial Services
Massachusetts
– -$18.7K -443 Closed
CPG
563
Cornerstone Planning Group
New Jersey
– -$13.2K -313 Closed
CA
564
Crewe Advisors
Utah
– -$6.92K -164 Closed
BFA
565
Brown Financial Advisors
Ohio
– -$6.41K -152 Closed
FMP
566
Financial Management Professionals
Texas
– -$5K -120 Closed
FCG
567
Financial Connections Group
California
– -$1K -42 Closed
TFGT
568
TS Financial Group (TSFG)
Illinois
– -$1K -26 Closed
HGERS
569
Householder Group Estate & Retirement Specialist
Arizona
– +$385 +9 New
19 20 21 22
23

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.