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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
1IA
201
1834 Investment Advisors
Wisconsin
$1.53M +$166K +3,888 +12%
RFS
202
Richardson Financial Services
Massachusetts
$1.5M
NG
203
Norden Group
Utah
$1.5M +$569K +13,312 +63%
CAL
204
Capital Analysts LLC
Pennsylvania
$1.49M +$51.2K +1,197 +4%
NAM
205
NorthCrest Asset Manangement
Minnesota
$1.48M +$141K +3,305 +11%
CCC
206
Chesapeake Capital Corp
Florida
$1.48M +$318K +7,435 +28%
PCIA
207
Prime Capital Investment Advisors
Kansas
$1.48M -$110K -2,568 -7%
PP
208
Prudential plc
United Kingdom
$1.46M -$14.1K -330 -1%
WFC
209
Western Financial Corp
California
$1.45M +$30.1K +705 +2%
DAS
210
Dynamic Advisor Solutions
Arizona
$1.44M -$211K -4,927 -13%
NS
211
NBC Securities
Alabama
$1.42M +$3.89K +91 +0.3%
RWA
212
Rooted Wealth Advisors
Illinois
$1.42M -$1.29M -30,079 -48%
KWM
213
Kingsview Wealth Management
Oregon
$1.41M -$10.4K -243 -0.7%
LTI
214
Laffer Tengler Investments
Tennessee
$1.39M -$343K -8,037 -20%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$1.34M +$1.16M +27,102 +728%
JBA
216
Johnson Bixby & Associates
Washington
$1.33M -$44.1K -1,032 -3%
WIA
217
World Investment Advisors
California
$1.33M +$1.31M +30,567 New
BCG
218
BayBridge Capital Group
California
$1.31M +$80.5K +1,883 +7%
NCM
219
Next Capital Management
New York
$1.3M
BWM
220
Bulltick Wealth Management
Florida
$1.29M +$41.4K +968 +3%
EAM
221
Everstar Asset Management
North Carolina
$1.28M +$1.26M +29,462 New
DL
222
DOHJ LLC
Washington
$1.27M -$1.06M -24,844 -46%
EWM
223
Endowment Wealth Management
Wisconsin
$1.26M -$418K -9,781 -25%
HSBC Holdings
224
HSBC Holdings
United Kingdom
$1.23M +$118K +2,752 +11%
AWM
225
Apollon Wealth Management
South Carolina
$1.22M -$371K -8,689 -24%

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.