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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

510 hedge funds and large institutions have $4.86B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 214 increasing their positions, 168 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

27% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 168

2% more funds holding

Funds holding: 501 → 510 (+9)

5% more capital invested

Capital invested by funds: $4.63B → $4.86B (+$226M)

0% more funds holding in top 10

Funds holding in top 10: 29 → 29 (0)

0.48% less ownership

Funds ownership: 79.28% → 78.8% (-0.48%)

Holders
510
Holders Change
+9
Holders Change %
+1.8%
% of All Funds
7.37%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
62
Increased
214
Reduced
168
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$111M
2
AssetMark Inc
AssetMark Inc
California
+$89.9M
3
HCM
Hilton Capital Management
New York
+$38.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$28.8M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$27.5M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$42.5M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$19.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$15.3M
4
FGAM
Financial Gravity Asset Management
Texas
-$14.7M
5
TC
TownSquare Capital
Utah
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$493M +$28.8M +683,193 +6%
BI
2
Bramshill Investments
Florida
$402M +$111M +2,628,752 +38%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$326M +$9.95M +236,310 +3%
AssetMark Inc
4
AssetMark Inc
California
$298M +$89.9M +2,135,340 +43%
JSTA
5
Japan Science & Technology Agency
Japan
$214M – – –
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$190M +$27.5M +653,519 +17%
GC
7
Grimes & Company
Massachusetts
$179M +$7.26M +172,460 +4%
BlackRock
8
BlackRock
New York
$143M -$6.47M -153,652 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$141M +$7.48M +177,723 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$134M +$6.48M +153,885 +5%
Bank of America
11
Bank of America
North Carolina
$80.6M +$4.91M +116,668 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$79.7M -$2.14M -50,903 -3%
Wealthfront Advisers
13
Wealthfront Advisers
California
$75.8M -$6.38M -151,423 -8%
TC
14
TownSquare Capital
Utah
$74M -$11.8M -280,857 -14%
OPAM
15
Ocean Park Asset Management
California
$68.7M – – –
NL
16
NEPC LLC
Massachusetts
$68.4M +$2M +47,529 +3%
Morgan Stanley
17
Morgan Stanley
New York
$68.3M -$8.44M -200,369 -11%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$62.6M +$4.95M +117,610 +9%
Wells Fargo
19
Wells Fargo
California
$56.4M +$4.06M +96,465 +8%
LPL Financial
20
LPL Financial
California
$54.7M -$3.85M -91,519 -7%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$50.9M +$1.07M +25,497 +2%
SIS
22
Sound Income Strategies
Florida
$41.9M -$458K -10,889 -1%
HCM
23
Hilton Capital Management
New York
$38.3M +$38.2M +908,126 New
AI
24
Atria Investments
North Carolina
$37.5M +$1.21M +28,672 +3%
ACM
25
Advisors Capital Management
New Jersey
$36M +$1.29M +30,585 +4%
1
2 3 4 5

SHYG Hedge Fund Activity: Q2 2024 in Review

510 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2024, worth a combined $4.86B — up 4.9% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SHYG positions and 45 closed out — a net gain of 17 holders — while 214 added to existing stakes and 168 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $111M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $42.5M sold.

  • 510 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2024, up from 501 in Q1 2024.
  • Funds reported $4.86B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 62 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2024 and 45 closed out, a net change of +17 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2024 was Bramshill Investments, an estimated $111M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2024 was Point72 Asset Management, an estimated $42.5M sold.

Based on aggregated 13F filings for Q2 2024.