We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

510 hedge funds and large institutions have $4.86B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 214 increasing their positions, 168 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

27% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 168

2% more funds holding

Funds holding: 501510 (+9)

5% more capital invested

Capital invested by funds: $4.63B → $4.86B (+$226M)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

0.48% less ownership

Funds ownership: 79.28%78.8% (-0.48%)

Holders
510
Holders Change
+9
Holders Change %
+1.8%
% of All Funds
7.37%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
62
Increased
214
Reduced
168
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
101
Vectors Research Management
New York
$5.53M -$271K -6,430 -5%
LG
102
Leuthold Group
Minnesota
$5.42M
TCMP
103
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.36M +$5.34M +126,937 New
SIC
104
Sigma Investment Counselors
Michigan
$5.23M -$54.4K -1,291 -1%
IWC
105
Integrated Wealth Concepts
Massachusetts
$5.19M -$1.64M -38,989 -24%
GL
106
Graypoint LLC
New York
$5.19M -$3.44M -81,788 -40%
LFA
107
Level Financial Advisors
New York
$4.92M +$252K +5,979 +5%
SAG
108
SageView Advisory Group
California
$4.84M
DK
109
David Kennon
Florida
$4.73M +$77K +1,828 +2%
HI
110
Hudock Inc
Pennsylvania
$4.69M +$4.68M +111,161 New
AWMG
111
Alliance Wealth Management Group
New Jersey
$4.56M +$135K +3,210 +3%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$4.51M +$2.11M +50,073 +88%
Goldman Sachs
113
Goldman Sachs
New York
$4.48M -$374K -8,875 -8%
Jane Street
114
Jane Street
New York
$4.37M +$4.16M +98,873 +2,097%
CW
115
CreativeOne Wealth
Kansas
$4.31M -$1.32M -31,418 -24%
RWA
116
Redhawk Wealth Advisors
Minnesota
$4.3M +$816K +19,384 +23%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$4.17M +$1.89M +44,943 +83%
SIM
118
SSI Investment Management
California
$4.08M +$4.07M +96,713 New
CHC
119
City Holding Co
West Virginia
$4.06M +$466K +11,065 +13%
BCI
120
Brinker Capital Investments
Pennsylvania
$4.04M +$4.03M +95,756 New
OPS
121
Orion Portfolio Solutions
Nebraska
$4.04M +$4.03M +95,756 New
MML Investors Services
122
MML Investors Services
Massachusetts
$3.87M +$313K +7,437 +9%
RC
123
Roundview Capital
New Jersey
$3.8M -$122K -2,906 -3%
ONB
124
Old National Bancorp
Indiana
$3.79M +$339K +8,047 +10%
IP
125
Investment Partners
Ohio
$3.72M +$433K +10,278 +13%

SHYG Hedge Fund Activity: Q2 2024 in Review

510 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2024, worth a combined $4.86B — up 4.9% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SHYG positions and 45 closed out — a net gain of 17 holders — while 214 added to existing stakes and 168 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $111M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $42.5M sold.

  • 510 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2024, up from 501 in Q1 2024.
  • Funds reported $4.86B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 62 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2024 and 45 closed out, a net change of +17 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2024 was Bramshill Investments, an estimated $111M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2024 was Point72 Asset Management, an estimated $42.5M sold.

Based on aggregated 13F filings for Q2 2024.