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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516 → 541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64% → 77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 29 → 27 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$59.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$30.2M
3
Nomura Asset Management
Nomura Asset Management
Japan
+$28.7M
4
NL
NEPC LLC
Massachusetts
+$24.9M
5
AssetMark Inc
AssetMark Inc
California
+$24.1M

Top Sellers

1
BI
Bramshill Investments
Florida
-$290M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$42.6M
3
JSTA
Japan Science & Technology Agency
Japan
-$26.7M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$22.6M
5
NIM
NEOS Investment Management
Connecticut
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
176
Jackson Creek Investment Advisors
Colorado
$2.04M +$101K +2,343 +5%
WWM
177
Whalen Wealth Management
Nevada
$2.03M +$1.02M +23,751 +99%
HA
178
Hofer & Associates
California
$2.02M +$158K +3,669 +8%
WIA
179
World Investment Advisors
California
$2M +$699K +16,258 +53%
VP
180
Verum Partners
North Carolina
$1.99M -$129K -3,007 -6%
NGA
181
Naples Global Advisors
Florida
$1.96M -$50.1K -1,165 -2%
PWM
182
Perigon Wealth Management
California
$1.95M +$124K +2,888 +7%
CA
183
Continuum Advisory
Idaho
$1.93M +$128K +2,986 +7%
KFAA
184
Klaas Financial Asset Advisors
Illinois
$1.92M -$60K -1,396 -3%
SRSA
185
S.R. Schill & Associates
Washington
$1.9M -$191K -4,434 -9%
TA
186
TFB Advisors
Kansas
$1.9M +$60K +1,396 +3%
AFG
187
Atomi Financial Group
New York
$1.88M -$407K -9,476 -18%
MLM
188
Mount Lucas Management
Pennsylvania
$1.83M +$63.3K +1,473 +4%
HFS
189
Horizon Financial Services
North Carolina
$1.83M +$1.31M +30,373 +242%
DWM
190
Diversify Wealth Management
Utah
$1.82M +$5.33K +124 +0.3%
BPA
191
Beacon Pointe Advisors
California
$1.8M +$112K +2,605 +7%
AWA
192
Arete Wealth Advisors
Illinois
$1.8M +$91.8K +2,136 +5%
DLCIG
193
D.L. Carlson Investment Group
New Hampshire
$1.8M +$74.6K +1,735 +4%
EWA
194
Etesian Wealth Advisors
Oregon
$1.79M +$140K +3,256 +8%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$1.77M +$976K +22,719 +125%
SS
196
Sunbelt Securities
Texas
$1.76M -$300K -6,972 -14%
FIA
197
Foundations Investment Advisors
Arizona
$1.75M -$244K -5,679 -12%
SIA
198
Strategic Investment Advisors
Michigan
$1.71M +$147K +3,427 +9%
1IA
199
1834 Investment Advisors
Wisconsin
$1.71M +$207K +4,808 +14%
RFS
200
Richardson Financial Services
Massachusetts
$1.57M +$56.9K +1,325 +4%
6 7
8
9 10

SHYG Hedge Fund Activity: Q4 2024 in Review

541 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q4 2024, worth a combined $5.03B — up 1.6% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SHYG positions and 37 closed out — a net gain of 39 holders — while 244 added to existing stakes and 160 trimmed.

The largest buyer was BlackRock, adding an estimated $59.2M. The largest seller was Bramshill Investments, exiting entirely with an estimated $290M sold.

  • 541 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q4 2024, up from 516 in Q3 2024.
  • Funds reported $5.03B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 76 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q4 2024 and 37 closed out, a net change of +39 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q4 2024 was BlackRock, an estimated $59.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q4 2024 was Bramshill Investments, an estimated $290M sold.

Based on aggregated 13F filings for Q4 2024.