iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
501 hedge funds and large institutions have $4.63B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 59 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 158
19% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 59
8% more capital invested
Capital invested by funds: $4.29B → $4.63B (+$340M)
0% more funds holding in top 10
Funds holding in top 10: 29 → 29 (0)
0% less funds holding
Funds holding: 503 → 501 (-2)
5.44% less ownership
Funds ownership: 84.72% → 79.28% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$163M |
| 2 |
AssetMark Inc
Concord,
California
|
+$121M |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
+$88.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$42.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$189M |
| 2 |
Morgan Stanley
New York
|
-$74.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$68.3M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$36.1M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$24M |
SHYG Hedge Fund Activity: Q1 2024 in Review
501 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2024, worth a combined $4.63B — up 7.9% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SHYG positions and 59 closed out — a net gain of 11 holders — while 217 added to existing stakes and 158 trimmed.
The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $163M. The largest seller was Financial Gravity Asset Management, cutting an estimated $189M.
- 501 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2024, down from 503 in Q4 2023.
- Funds reported $4.63B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2024, up 7.9% quarter-over-quarter.
- 70 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2024 and 59 closed out, a net change of +11 holders.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2024 was State of New Jersey Common Pension Fund D, an estimated $163M added.
- The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $189M sold.
Based on aggregated 13F filings for Q1 2024.