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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
GFG
151
Goldstone Financial Group
Illinois
$2.61M -$647K -15,135 -20%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$2.6M +$216K +5,046 +9%
Citadel Advisors
153
Citadel Advisors
Florida
$2.53M +$2.49M +58,344 New
CAG
154
Csenge Advisory Group
Florida
$2.53M +$125K +2,914 +5%
EH
155
Equitable Holdings
New York
$2.51M +$66.8K +1,564 +3%
Prudential Financial
156
Prudential Financial
New Jersey
$2.47M -$63.8K -1,493 -3%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$266K +6,231 +13%
PA
158
Probity Advisors
Texas
$2.42M -$1.27M -29,613 -35%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$2.4M +$419K +9,814 +22%
AFG
160
Atomi Financial Group
New York
$2.32M +$71.3K +1,669 +3%
NL
161
NWAM LLC
Washington
$2.32M +$2.28M +53,419 New
CPBTD
162
Central Pacific Bank - Trust Division
Hawaii
$2.3M +$292K +6,839 +15%
GAA
163
Guardian Asset Advisors
Pennsylvania
$2.25M +$1.36M +31,858 +160%
EL
164
Essex LLC
Illinois
$2.22M +$85.3K +1,996 +4%
HWA
165
HCR Wealth Advisors
California
$2.17M -$1.71K -40 -0.1%
VP
166
Verum Partners
North Carolina
$2.15M -$915K -21,422 -30%
IAS
167
Insigneo Advisory Services
Florida
$2.15M +$338K +7,916 +19%
SRSA
168
S.R. Schill & Associates
Washington
$2.13M -$315K -7,362 -13%
SA
169
Sanctuary Advisors
Indiana
$2.11M +$266K +6,214 +15%
SS
170
Sunbelt Securities
Texas
$2.1M +$85.9K +2,009 +4%
SPC
171
Sigma Planning Corp
Michigan
$2.06M +$463K +10,834 +30%
CAM
172
Cresset Asset Management
Illinois
$2.05M -$626K -14,654 -24%
NGA
173
Naples Global Advisors
Florida
$2.05M -$123K -2,875 -6%
FIA
174
Foundations Investment Advisors
Arizona
$2.03M +$665K +15,552 +50%
KFAA
175
Klaas Financial Asset Advisors
Illinois
$2.02M +$55.7K +1,303 +3%

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.