We are live on ! Find out more
SHYG icon

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
KL
51
KilterHowling LLC
Colorado
$14.5M +$617K +14,442 +5%
RJA
52
Raymond James & Associates
Florida
$14M -$329K -7,695 -2%
TPA
53
Trivium Point Advisory
Connecticut
$13.7M +$463K +10,845 +4%
Stifel Financial
54
Stifel Financial
Missouri
$13.4M -$10.9K -254 -0.1%
BCWM
55
Bartlett & Co Wealth Management
Ohio
$13.1M -$8.46M -197,873 -40%
Ameriprise
56
Ameriprise
Minnesota
$12.9M +$801K +18,742 +7%
Truist Financial
57
Truist Financial
North Carolina
$12.2M -$2.72M -63,613 -18%
AP
58
Atwood & Palmer
Missouri
$12.2M +$221K +5,161 +2%
PVI
59
Partners Value Investments
Bermuda
$10.5M – – –
RIG
60
RiverFront Investment Group
Virginia
$10.4M +$1.23M +28,734 +14%
CA
61
Clearstead Advisors
Ohio
$10.4M -$88.8K -2,077 -0.9%
SM
62
Sweeney & Michel
California
$10.2M +$437K +10,225 +5%
CWA
63
Cascade Wealth Advisors
Washington
$10.2M -$83K -1,943 -0.8%
Legacy Financial Group (Iowa)
64
Legacy Financial Group (Iowa)
Iowa
$10.1M +$2.9M +67,924 +41%
Capstone Investment Advisors
65
Capstone Investment Advisors
New York
$9.84M -$8.29M -194,000 -46%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$9.82M +$433K +10,134 +5%
RFS
67
Retirement Financial Solutions
Tennessee
$9.71M +$228K +5,324 +2%
MFG
68
Merit Financial Group
Georgia
$9.56M -$362K -8,466 -4%
KP
69
Kitching Partners
Pennsylvania
$9.28M +$1.36M +31,867 +18%
GWM
70
Gibbs Wealth Management
Georgia
$9.17M +$1.39M +32,489 +18%
PFM
71
Peak Financial Management
Massachusetts
$9.1M +$204K +4,771 +2%
NYLIM
72
New York Life Investment Management
New York
$9.03M +$384K +8,992 +5%
PAG
73
Powers Advisory Group
Illinois
$8.99M +$209K +4,889 +2%
FCIM
74
Fairview Capital Investment Management
California
$8.59M -$596K -13,955 -7%
SWP
75
Summit Wealth Partners
Florida
$8.58M -$339K -7,927 -4%
1 2
3
4 5

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.