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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
CA
176
CoreCap Advisors
Michigan
$2.01M +$8.03K +188 +0.4%
JCIA
177
Jackson Creek Investment Advisors
Colorado
$1.97M +$216K +5,052 +13%
CCM
178
Crabel Capital Management
California
$1.93M +$588K +13,765 +45%
JP Morgan Chase
179
JP Morgan Chase
New York
$1.91M -$595K -13,930 -24%
HA
180
Hofer & Associates
California
$1.9M +$14.4K +337 +0.8%
TA
181
TFB Advisors
Kansas
$1.87M +$133K +3,118 +8%
PWM
182
Perigon Wealth Management
California
$1.84M +$7.14K +167 +0.4%
DWM
183
Diversify Wealth Management
Utah
$1.83M +$418K +9,775 +30%
CA
184
Continuum Advisory
Idaho
$1.82M +$221K +5,160 +14%
MLM
185
Mount Lucas Management
Pennsylvania
$1.8M +$78.4K +1,835 +5%
DLCIG
186
D.L. Carlson Investment Group
New Hampshire
$1.76M +$78.5K +1,838 +5%
AWA
187
Arete Wealth Advisors
Illinois
$1.74M +$122K +2,847 +8%
BPA
188
Beacon Pointe Advisors
California
$1.72M -$507K -11,865 -23%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$1.72M -$2.87M -67,199 -63%
JSW
190
Journey Strategic Wealth
New Jersey
$1.7M -$814K -19,057 -33%
EWA
191
Etesian Wealth Advisors
Oregon
$1.68M +$30.7K +718 +2%
WWM
192
Western Wealth Management
Colorado
$1.68M +$1.65M +38,668 New
SC
193
Scotia Capital
Ontario, Canada
$1.67M +$419K +9,795 +34%
FA
194
FDx Advisors
Illinois
$1.67M -$160K -3,738 -9%
WA
195
Waverly Advisors
Alabama
$1.66M -$17.5K -409 -1%
AI
196
AXS Investments
New York
$1.6M -$423K -9,894 -21%
SIA
197
Strategic Investment Advisors
Michigan
$1.6M +$119K +2,796 +8%
VAG
198
VisionPoint Advisory Group
Texas
$1.59M +$25.6K +598 +2%
AO
199
Advisor OS
Illinois
$1.59M +$345K +8,072 +28%
WFAG
200
Worth Financial Advisory Group
North Carolina
$1.54M +$26K +608 +2%

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.