iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
502 hedge funds and large institutions have $4.62B 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, 219 increasing their positions, 156 reducing their positions, and 59 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 156
19% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 59
12% more capital invested
Capital invested by funds: $4.13B → $4.62B (+$489M)
0% more funds holding in top 10
Funds holding in top 10: 30 → 30 (0)
0.38% less ownership
Funds ownership: 79.35% → 78.97% (-0.38%)
0% less funds holding
Funds holding: 504 → 502 (-2)
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 |
Envestnet Asset Management
Chicago,
Illinois
|
-$68.3M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$36.1M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$24M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$21.9M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$19.9M |
SHYG Hedge Fund Activity: Q1 2024 in Review
502 of the 6,958 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 $4.62B — up 12% from $4.13B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SHYG positions and 59 closed out — a net gain of 11 holders — while 219 added to existing stakes and 156 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 Envestnet Asset Management, cutting an estimated $68.3M.
- 502 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2024, down from 504 in Q4 2023.
- Funds reported $4.62B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2024, up 12% 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 Envestnet Asset Management, an estimated $68.3M sold.
Based on aggregated 13F filings for Q1 2024.