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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
KWM
201
Kingsview Wealth Management
Oregon
$1.57M +$184K +4,272 +13%
WFC
202
Western Financial Corp
California
$1.55M +$128K +2,977 +9%
RWA
203
Rooted Wealth Advisors
Illinois
$1.55M +$133K +3,104 +9%
LTI
204
Laffer Tengler Investments
Tennessee
$1.54M +$178K +4,138 +13%
BEI
205
Benjamin Edwards Inc
Missouri
$1.54M +$1.55M +36,025 New
WA
206
Waverly Advisors
Alabama
$1.52M -$103K -2,391 -6%
AI
207
AXS Investments
New York
$1.51M -$66.5K -1,548 -4%
WFAG
208
Worth Financial Advisory Group
North Carolina
$1.49M -$18.8K -438 -1%
CAL
209
Capital Analysts LLC
Pennsylvania
$1.48M +$18.1K +421 +1%
IFPL
210
Investments & Financial Planning LLC
Kentucky
$1.45M +$484K +11,265 +49%
NAM
211
NorthCrest Asset Manangement
Minnesota
$1.45M -$9.84K -229 -0.7%
CCC
212
Chesapeake Capital Corp
Florida
$1.45M -$6.66K -155 -0.5%
EWM
213
Endowment Wealth Management
Wisconsin
$1.44M +$197K +4,593 +16%
SC
214
Scotia Capital
Ontario, Canada
$1.43M -$212K -4,935 -13%
PP
215
Prudential plc
United Kingdom
$1.43M -$3.01K -70 -0.2%
WI
216
WBI Investments
New Jersey
$1.42M +$1.43M +33,362 New
AO
217
Advisor OS
Illinois
$1.41M -$145K -3,378 -9%
SA
218
Sovran Advisors
California
$1.37M +$1.38M +32,200 New
VAG
219
VisionPoint Advisory Group
Texas
$1.37M -$192K -4,471 -12%
JIP
220
Jaffetilchin Investment Partners
Florida
$1.35M +$233K +5,428 +21%
AA
221
ArborFi Advisors
Michigan
$1.34M +$1.35M +31,474 New
ASN
222
Advisory Services Network
Georgia
$1.3M +$108K +2,506 +9%
CWA
223
Canvas Wealth Advisors
Kansas
$1.29M +$187K +4,356 +17%
PCIA
224
Prime Capital Investment Advisors
Kansas
$1.27M -$182K -4,243 -12%
Corient Private Wealth
225
Corient Private Wealth
Florida
$1.25M -$5.26M -122,403 -81%
7 8
9
10 11

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.