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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516 → 541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64% → 77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 29 → 27 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$59.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$30.2M
3
Nomura Asset Management
Nomura Asset Management
Japan
+$28.7M
4
NL
NEPC LLC
Massachusetts
+$24.9M
5
AssetMark Inc
AssetMark Inc
California
+$24.1M

Top Sellers

1
BI
Bramshill Investments
Florida
-$290M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$42.6M
3
JSTA
Japan Science & Technology Agency
Japan
-$26.7M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$22.6M
5
NIM
NEOS Investment Management
Connecticut
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
551
Cresset Asset Management
Illinois
– -$2.05M -47,224 Closed
JSW
552
Journey Strategic Wealth
New Jersey
– -$1.7M -39,258 Closed
WWM
553
Western Wealth Management
Colorado
– -$1.68M -38,668 Closed
FA
554
FDx Advisors
Illinois
– -$1.67M -38,498 Closed
EIA
555
Eldridge Investment Advisors
New Hampshire
– -$1.19M -27,400 Closed
NRC
556
New Republic Capital
North Carolina
– -$555K -12,778 Closed
FIM
557
Freedom Investment Management
Connecticut
– -$475K -10,930 Closed
EFS
558
Econ Financial Services
Pennsylvania
– -$376K -8,665 Closed
CFO
559
Collective Family Office
Pennsylvania
– -$373K -8,582 Closed
FEM
560
Fulcrum Equity Management
Texas
– -$347K -7,995 Closed
ACM
561
AlphaStar Capital Management
North Carolina
– -$329K -7,569 Closed
ALS
562
Andrew L. Share
– -$294K -6,764 Closed
TCA
563
Transcend Capital Advisors
New Jersey
– -$284K -6,541 Closed
WCFA
564
Walkner Condon Financial Advisors
Wisconsin
– -$237K -5,450 Closed
CB
565
Commerce Bank
Missouri
– -$225K -5,176 Closed
PMG
566
ProVise Management Group
Florida
– -$205K -4,717 Closed
MYIA
567
Mount Yale Investment Advisors
Colorado
– -$199K -4,577 Closed
BNP Paribas Financial Markets
568
BNP Paribas Financial Markets
France
– -$118K -2,720 Closed
FDCP
569
Foster Dykema Cabot & Partners
Massachusetts
– -$39.8K -916 Closed
HGA
570
Hobbs Group Advisors
South Carolina
– -$28.1K -647 Closed
NP
571
NorthRock Partners
Minnesota
– -$28K -646 Closed
KSB
572
Kennebec Savings Bank
Maine
– -$17.7K -407 Closed
BCMLT
573
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$14.6K -336 Closed
CWM
574
Cedar Wealth Management
California
– -$13.2K -305 Closed
ADL
575
Asset Dedication LLC
California
– -$12.5K -288 Closed
20 21 22
23
24

SHYG Hedge Fund Activity: Q4 2024 in Review

541 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2024, worth a combined $5.03B — up 1.6% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SHYG positions and 37 closed out — a net gain of 39 holders — while 244 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $59.2M. The largest seller was Bramshill Investments, exiting entirely with an estimated $290M sold.

  • 541 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2024, up from 516 in Q3 2024.
  • Funds reported $5.03B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 76 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2024 and 37 closed out, a net change of +39 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2024 was BlackRock, an estimated $59.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2024 was Bramshill Investments, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2024.