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iShares 0-5 Year High Yield Corporate Bond ETF

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: 510516 (+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: 2929 (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
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
126
One Capital Management
California
$3.69M +$167K +3,897 +5%
RSWM
127
Robertson Stephens Wealth Management
California
$3.67M -$11.1M -258,616 -75%
FHB
128
First Hawaiian Bank
Hawaii
$3.61M +$19.4K +455 +0.5%
AWA
129
Arkadios Wealth Advisors
Georgia
$3.61M +$133K +3,107 +4%
PCG
130
Prosperity Consulting Group
Maryland
$3.59M +$3.53M +82,670 New
CCA
131
Childress Capital Advisors
Texas
$3.42M +$3.37M +78,772 New
WB
132
Webster Bank
Connecticut
$3.37M -$144K -3,377 -4%
VCM
133
Virtue Capital Management
Tennessee
$3.34M -$75.7K -1,772 -2%
PWG
134
Portside Wealth Group
Utah
$3.33M +$407K +9,513 +14%
JE
135
JMAC Enterprises
Pennsylvania
$3.24M +$260K +6,095 +9%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$3.19M -$238K -5,566 -7%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$3.13M -$1.14M -26,748 -27%
FWS
138
FinDec Wealth Services
California
$3.05M +$134K +3,142 +5%
OL
139
Owen LaRue
Kentucky
$3.04M +$612K +14,323 +26%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$3.03M -$54.2K -1,269 -2%
FF
141
Friedenthal Financial
New Jersey
$2.96M -$52.2K -1,222 -2%
AIA
142
Alternative Investment Advisors
Florida
$2.96M +$321K +7,515 +12%
CFAM
143
Center For Asset Management
Florida
$2.89M +$471K +11,029 +20%
GWM
144
Geneos Wealth Management
Colorado
$2.87M +$956K +22,364 +51%
DF
145
Donoghue Forlines
Massachusetts
$2.82M +$32.6K +763 +1%
AC
146
Allstate Corporation
Illinois
$2.71M
AA
147
Alesco Advisors
New York
$2.7M +$31K +725 +1%
TI
148
Tidal Investments
Wisconsin
$2.67M +$397K +9,282 +18%
FFWM
149
Future Financial Wealth Management
Ohio
$2.67M +$2.63M +61,502 New
PAG
150
Private Advisor Group
New Jersey
$2.67M -$884K -20,684 -25%

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.