iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
503 hedge funds and large institutions have $4.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 188 increasing their positions, 160 reducing their positions, and 48 closing their positions.
90% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 48
18% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 160
8% more capital invested
Capital invested by funds: $3.99B → $4.29B (+$305M)
7% more funds holding
Funds holding: 468 → 503 (+35)
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
2.43% more ownership
Funds ownership: 82.29% → 84.72% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$198M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$162M |
| 3 |
Morgan Stanley
New York
|
+$74.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$58.5M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$115M |
| 2 |
Empower Advisory Group
Greenwood Village,
Colorado
|
-$79.4M |
| 3 |
Jane Street
New York
|
-$70.6M |
| 4 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$61.2M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$38.7M |
SHYG Hedge Fund Activity: Q4 2023 in Review
503 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2023, worth a combined $4.29B — up 7.6% from $3.99B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new SHYG positions and 48 closed out — a net gain of 43 holders — while 188 added to existing stakes and 160 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $198M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $115M sold.
- 503 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2023, up from 468 in Q3 2023.
- Funds reported $4.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2023, up 7.6% quarter-over-quarter.
- 91 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2023 and 48 closed out, a net change of +43 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2023 was Bramshill Investments, an estimated $198M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2023 was State of New Jersey Common Pension Fund D, an estimated $115M sold.
Based on aggregated 13F filings for Q4 2023.