We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

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: 510 → 516 (+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: 29 → 29 (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
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$28.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.8M
3
BlackRock
BlackRock
New York
+$25.5M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$24.3M
5
Morgan Stanley
Morgan Stanley
New York
+$22.4M

Top Sellers

1
BI
Bramshill Investments
Florida
-$121M
2
HCM
Hilton Capital Management
New York
-$38.3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$34.2M
4
Nomura Asset Management
Nomura Asset Management
Japan
-$27.1M
5
MMA
Miracle Mile Advisors
California
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$535M +$26.8M +627,206 +5%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$352M +$16.3M +381,956 +5%
AssetMark Inc
3
AssetMark Inc
California
$336M +$28.4M +663,721 +9%
BI
4
Bramshill Investments
Florida
$290M -$121M -2,840,942 -30%
JSTA
5
Japan Science & Technology Agency
Japan
$220M – – –
GC
6
Grimes & Company
Massachusetts
$191M +$6.92M +162,000 +4%
BlackRock
7
BlackRock
New York
$173M +$25.5M +596,742 +18%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$161M -$34.2M -800,000 -18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$150M +$5.24M +122,514 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$134M -$3.33M -77,883 -2%
Wealthfront Advisers
11
Wealthfront Advisers
California
$103M +$24.3M +568,612 +32%
Bank of America
12
Bank of America
North Carolina
$93.7M +$10.6M +247,841 +13%
Morgan Stanley
13
Morgan Stanley
New York
$93M +$22.4M +523,971 +32%
TC
14
TownSquare Capital
Utah
$79.6M +$3.49M +81,632 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$71.5M -$10.4M -243,117 -13%
OPAM
16
Ocean Park Asset Management
California
$70.7M – – –
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$70.6M +$6.53M +152,745 +10%
NL
18
NEPC LLC
Massachusetts
$70.4M – – –
LPL Financial
19
LPL Financial
California
$62.9M +$6.59M +154,101 +12%
Wells Fargo
20
Wells Fargo
California
$57.8M -$234K -5,485 -0.4%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$52M -$372K -8,703 -0.7%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$43.5M +$6.9M +161,454 +2,630%
SIS
23
Sound Income Strategies
Florida
$42.5M -$662K -15,484 -2%
ACM
24
Advisors Capital Management
New Jersey
$38.1M +$973K +22,773 +3%
AI
25
Atria Investments
North Carolina
$37.7M -$847K -19,824 -2%
1
2 3 4 5

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.