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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
PA
126
Probity Advisors
Texas
$3.6M -$2.23M -53,073 -38%
AWM
127
Avior Wealth Management
Nebraska
$3.59M +$2.12M +50,363 +145%
NWWA
128
New Wave Wealth Advisors
Arkansas
$3.53M +$3.53M +83,756 New
Sumitomo Mitsui Trust Group
129
Sumitomo Mitsui Trust Group
Japan
$3.49M -$345K -8,197 -9%
FHB
130
First Hawaiian Bank
Hawaii
$3.49M +$1.86M +44,294 +115%
CFD
131
Creative Financial Designs
Indiana
$3.47M +$218K +5,167 +7%
PAG
132
Private Advisor Group
New Jersey
$3.46M +$1.78M +42,344 +107%
SW
133
SVB Wealth
Massachusetts
$3.45M
OCM
134
One Capital Management
California
$3.42M +$127K +3,011 +4%
WB
135
Webster Bank
Connecticut
$3.41M -$31.2K -740 -0.9%
AWA
136
Arkadios Wealth Advisors
Georgia
$3.38M +$2.9M +68,999 +624%
VCM
137
Virtue Capital Management
Tennessee
$3.36M -$9.14K -217 -0.3%
MAS
138
Madden Advisory Services
Florida
$3.34M +$136K +3,228 +4%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$3.34M +$1.04M +24,690 +45%
FBB
140
Fulton Breakefield Broenniman
Maryland
$3.22M +$520K +12,344 +19%
GFG
141
Goldstone Financial Group
Illinois
$3.18M -$88.6K -2,105 -3%
MOS
142
MGO One Seven
Ohio
$3.05M +$1.4M +33,267 +85%
VP
143
Verum Partners
North Carolina
$3M -$156K -3,697 -5%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$2.99M -$115K -2,742 -4%
FF
145
Friedenthal Financial
New Jersey
$2.93M +$277K +6,569 +10%
JE
146
JMAC Enterprises
Pennsylvania
$2.9M -$1.85M -44,053 -39%
FWS
147
FinDec Wealth Services
California
$2.83M -$3.28M -77,887 -54%
PWG
148
Portside Wealth Group
Utah
$2.83M -$749K -17,797 -21%
AT
149
American Trust
Kentucky
$2.75M +$2.74M +65,090 New
DF
150
Donoghue Forlines
Massachusetts
$2.71M -$6.32K -150 -0.2%

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.