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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

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: 501 → 510 (+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: 29 → 29 (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
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$111M
2
AssetMark Inc
AssetMark Inc
California
+$89.9M
3
HCM
Hilton Capital Management
New York
+$38.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28.8M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$27.5M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$42.5M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$19.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$15.3M
4
FGAM
Financial Gravity Asset Management
Texas
-$14.7M
5
TC
TownSquare Capital
Utah
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
151
Rooted Wealth Advisors
Illinois
$2.69M +$213K +5,057 +9%
AC
152
Allstate Corporation
Illinois
$2.63M – – –
CAM
153
Cresset Asset Management
Illinois
$2.61M +$2.61M +61,878 New
AA
154
Alesco Advisors
New York
$2.59M +$28K +665 +1%
AIA
155
Alternative Investment Advisors
Florida
$2.56M +$368K +8,731 +17%
HOWA
156
Heritage Oak Wealth Advisors
Florida
$2.52M +$2.51M +59,683 New
Prudential Financial
157
Prudential Financial
New Jersey
$2.46M -$128K -3,036 -5%
JSW
158
Journey Strategic Wealth
New Jersey
$2.46M +$75.9K +1,802 +3%
JP Morgan Chase
159
JP Morgan Chase
New York
$2.44M -$5.91M -140,454 -71%
Renaissance Technologies
160
Renaissance Technologies
New York
$2.43M +$1.6M +37,900 +191%
SRSA
161
S.R. Schill & Associates
Washington
$2.38M +$91.8K +2,181 +4%
EH
162
Equitable Holdings
New York
$2.37M +$12.8K +303 +0.5%
CAG
163
Csenge Advisory Group
Florida
$2.36M +$493K +11,711 +27%
OL
164
Owen LaRue
Kentucky
$2.35M +$316K +7,515 +16%
CFAM
165
Center For Asset Management
Florida
$2.34M +$2.02M +48,001 +635%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$2.32M +$327K +7,765 +17%
IWM
167
IHT Wealth Management
Illinois
$2.29M -$618K -14,685 -21%
DL
168
DOHJ LLC
Washington
$2.29M +$664K +15,766 +41%
TI
169
Tidal Investments
Wisconsin
$2.22M +$501K +11,902 +29%
AFG
170
Atomi Financial Group
New York
$2.19M -$325K -7,722 -13%
BPA
171
Beacon Pointe Advisors
California
$2.18M -$321K -7,621 -13%
NGA
172
Naples Global Advisors
Florida
$2.11M -$60.2K -1,430 -3%
HWA
173
HCR Wealth Advisors
California
$2.11M -$28K -665 -1%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$2.09M -$220K -5,234 -10%
EL
175
Essex LLC
Illinois
$2.07M +$74.6K +1,771 +4%
5 6
7
8 9

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.