We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

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: 516541 (+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: 2927 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GL
101
Graypoint LLC
New York
$5.6M +$230K +5,362 +4%
PFS
102
Prospera Financial Services
Texas
$5.47M -$334K -7,769 -6%
JP Morgan Chase
103
JP Morgan Chase
New York
$5.36M +$3.52M +81,871 +187%
SIC
104
Sigma Investment Counselors
Michigan
$5.2M -$117K -2,721 -2%
SAS
105
Sage Advisory Services
Texas
$5.19M -$10M -233,307 -66%
LFA
106
Level Financial Advisors
New York
$5.05M -$166K -3,871 -3%
DK
107
David Kennon
Florida
$5.02M +$148K +3,443 +3%
HI
108
Hudock Inc
Pennsylvania
$5.01M +$73.3K +1,706 +1%
SAG
109
SageView Advisory Group
California
$4.76M +$2.88K +67 +0.1%
CW
110
CreativeOne Wealth
Kansas
$4.75M -$595K -13,846 -11%
IA
111
Integrity Alliance
Iowa
$4.72M +$4.76M +110,706 New
AWMG
112
Alliance Wealth Management Group
New Jersey
$4.7M +$106K +2,477 +2%
MMA
113
Miracle Mile Advisors
California
$4.61M -$563K -13,093 -11%
Goldman Sachs
114
Goldman Sachs
New York
$4.58M -$717K -16,675 -13%
CPBTD
115
Central Pacific Bank - Trust Division
Hawaii
$4.54M +$2.3M +53,563 +101%
UCFA
116
United Capital Financial Advisors
Texas
$4.53M -$1.3M -30,204 -22%
CHC
117
City Holding Co
West Virginia
$4.39M +$410K +9,530 +10%
MAS
118
Madden Advisory Services
Florida
$4.36M +$562K +13,074 +15%
JFG
119
Jefferies Financial Group
New York
$4.36M +$4.39M +102,251 New
RWA
120
Redhawk Wealth Advisors
Minnesota
$4.19M +$280K +6,526 +7%
AC
121
Allstate Corporation
Illinois
$4.16M +$1.52M +35,344 +57%
IP
122
Investment Partners
Ohio
$4.13M +$462K +10,747 +12%
CA
123
Clune & Associates
Illinois
$4.01M +$4.05M +94,113 New
FBB
124
Fulton Breakefield Broenniman
Maryland
$3.99M +$289K +6,727 +8%
AWM
125
Avior Wealth Management
Nebraska
$3.95M +$327K +7,619 +9%