iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q1 2024 (March 31)500holders
4famous investors
$42.53avg. 13F price*
At the end of Q1 2024, 500 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings. The largest holders were Royal Bank of Canada ($468.3M), Empower Advisory Group, LLC ($318.7M) and Bramshill Investments, LLC ($293.4M). 4 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 0-5 YR HY Corp. Bond
- CUSIP
- 46434V407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $278.6M |
| Exits | 60 | $91.7M |
Ownership 500 holders
| Royal Bank of Canada | 0.11% | Add +7.7% | 11,006,976 | $468.3M |
| Empower Advisory Group, LLC | 1.19% | Add +3.5% | 7,490,531 | $318.7M |
| Bramshill Investments, LLC | 34.54% | Add +43.7% | 6,894,384 | $293.4M |
| Japan Science & Technology Agency | 2.68% | No change | 5,070,493 | $215.7M |
| Assetmark, Inc. | 0.68% | Add +139.3% | 4,929,307 | $209.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.32% | Add +3.4% | 4,065,885 | $173.0M |
| State of New Jersey Common Pension Fund D | 0.50% | New | 3,850,000 | $163.8M |
| BlackRock Inc. | 0.00% | Add +2.2% | 3,533,498 | $150.4M |
| Commonwealth Equity Services, LLC | 0.22% | Add +3.2% | 3,155,655 | $134.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -34.9% | 3,011,283 | $128.1M |
| Townsquare Capital LLC | 1.27% | Add +10.0% | 2,033,246 | $86.5M |
| Wealthfront Advisers LLC | 0.29% | Add +19.3% | 1,948,768 | $82.9M |
| Bank of New York Mellon Corp | 0.02% | Add +9.0% | 1,940,347 | $82.6M |
| Morgan Stanley | 0.01% | Add +1.6% | 1,817,697 | $77.3M |
| Bank of America Corp. | 0.01% | Add +12.1% | 1,793,495 | $76.3M |
| Ocean Park Asset Management, LLC | 3.26% | Add +11.6% | 1,628,000 | $69.3M |
| Nepc LLC | 2.30% | Add +76.6% | 1,573,577 | $67.0M |
| LPL Financial LLC | 0.03% | Add +5.7% | 1,386,612 | $59.0M |
| Mercer Global Advisors Inc. | 0.17% | Add +17.6% | 1,365,111 | $58.2M |
| Wells Fargo & Company | 0.01% | Add +10.0% | 1,241,173 | $52.8M |
| Pathstone Holdings, LLC | 0.24% | Add +2.0% | 1,181,418 | $50.3M |
| Sound Income Strategies, LLC | 3.19% | Add +0.5% | 1,004,810 | $42.8M |
| Point72 Asset Management | 0.13% | New | 1,000,000 | $42.5M |
| Atria Investments, Inc | 0.50% | Add +27.8% | 859,052 | $36.6M |
| Nomura Asset Management Co. Ltd. | 0.13% | Add +13.4% | 825,700 | $35.1M |
| Advisors Capital Management, LLC | 0.64% | Add +3.5% | 823,395 | $35.0M |
| Gallagher Fiduciary Advisors, LLC | 1.21% | Reduce -2.4% | 800,972 | $34.1M |
| Cetera Investment Advisers | 0.08% | Add +54.5% | 774,329 | $32.9M |
| HighTower Advisors, LLC | 0.05% | Add +3.1% | 754,417 | $32.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +184.7% | 665,827 | $28.2M |
| UBS Group AG | 0.01% | Reduce -13.6% | 663,426 | $28.2M |
| Mariner, LLC | 0.06% | Add +2.5% | 662,030 | $28.2M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.78% | Add +40.0% | 655,571 | $27.9M |
| Osaic Holdings, Inc. | 0.06% | Reduce -33.4% | 633,553 | $27.0M |
| Greystone Financial Group, LLC | 5.35% | Add +77.7% | 629,876 | $26.8M |
| Delphi Financial Group, Inc. | 14.91% | Reduce -32.9% | 530,590 | $22.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +6.6% | 519,504 | $22.1M |
| Composition Wealth, LLC | 0.52% | Reduce -1.0% | 485,829 | $20.7M |
| BNP Paribas Financial Markets | 0.03% | Reduce -1.0% | 474,552 | $20.2M |
| Creative Planning | 0.02% | Add +31.1% | 469,451 | $20.0M |
| Baker Avenue Asset Management, LP | 0.72% | Add +4.3% | 438,351 | $18.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | New | 428,776 | $18.2M |
| Financial Advisory Partners, LLC | 6.52% | Add +5.3% | 396,338 | $16.9M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 395,500 | $16.8M |
| Sage Advisory Services, Ltd.Co. | 4.53% | Add +31.4% | 390,365 | $16.6M |
| Financial Gravity Asset Management, Inc. | 4.42% | Reduce -92.9% | 372,044 | $15.7M |
| Bartlett & Co. Wealth Management LLC | 0.24% | Add +156.6% | 359,431 | $15.3M |
| High Probability Advisors, LLC | 2.83% | Add +8.6% | 358,011 | $15.2M |
| OneDigital Investment Advisors LLC | 0.23% | Add +16.1% | 345,271 | $14.7M |
| Capstone Investment Advisors, LLC | 0.51% | Add +9.2% | 343,801 | $14.6M |
| Motley Fool Wealth Management, LLC | 0.75% | Reduce -23.4% | 339,839 | $14.5M |
| Matthew Goff Investment Advisor, LLC | 2.86% | Reduce -0.1% | 332,547 | $14.1M |
| Robertson Stephens Wealth Management, LLC | 0.76% | New | 323,657 | $13.8M |
| Park Avenue Securities LLC | 0.17% | Add +37.7% | 312,344 | $13.3M |
| KilterHowling LLC | 9.25% | Add +2.8% | 309,460 | $13.2M |
| Truist Financial Corp. | 0.02% | Reduce -30.0% | 304,867 | $13.0M |
| Raymond James & Associates | 0.01% | Reduce -64.3% | 287,673 | $12.2M |
| Stifel Financial Corp. | 0.01% | Reduce -19.0% | 282,763 | $12.0M |
| Atwood & Palmer Inc. | 0.90% | Add +1.2% | 278,250 | $11.8M |
| Trivium Point Advisory, LLC | 2.55% | Add +3.2% | 277,959 | $11.8M |
| Partners Value Investments L.P. | 0.15% | No change | 241,302 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 237,555 | $10.1M |
| Merit Financial Group, LLC | 0.23% | Add +750.3% | 231,995 | $9.8M |
| Susquehanna International Group, LLP | 0.01% | Add +652.8% | 227,588 | $9.7M |
| Sweeney & Michel, LLC | 4.13% | — | 221,396 | $9.3M |
| Fairview Capital Investment Management, LLC | 0.52% | Add +5.5% | 218,278 | $9.3M |
| Conning Inc. | 0.31% | No change | 210,194 | $8.9M |
| Peak Financial Management, Inc. | 2.78% | Add +2.1% | 206,450 | $8.8M |
| Graypoint LLC | 0.63% | Reduce -33.2% | 204,857 | $8.7M |
| Retirement Financial Solutions, LLC | 4.43% | Add +9.1% | 202,623 | $8.6M |
| Betterment LLC | 0.02% | Add +28.8% | 202,091 | $8.6M |
| Summit Wealth Partners, LLC | 1.80% | Reduce -2.1% | 198,453 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Add +89.9% | 198,263 | $8.4M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +981.6% | 196,341 | $8.4M |
| Ninety One UK Ltd | 0.02% | No change | 196,200 | $8.3M |
| Cascade Wealth Advisors, Inc | 6.88% | — | 193,250 | $8.1M |
| New York Life Investment Management LLC | 0.08% | Add +2.7% | 189,875 | $8.1M |
| Powers Advisory Group, LLC | 4.61% | Add +3.3% | 189,661 | $8.1M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -5.7% | 182,860 | $7.8M |
| Courier Capital LLC | 0.56% | Add +1.5% | 181,292 | $7.7M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -8.2% | 178,463 | $7.6M |
| Waterloo Capital, L.P. | 0.96% | Add +45.9% | 176,882 | $7.5M |
| Gibbs Wealth Management | 4.32% | — | 176,794 | $7.5M |
| Kitching Partners, LLC | 14.03% | Add +1.4% | 173,688 | $7.4M |
| Ritholtz Wealth Management | 0.25% | New | 173,551 | $7.4M |
| Adell Harriman & Carpenter Inc. | 0.60% | Reduce -0.4% | 171,365 | $7.3M |
| RiverFront Investment Group, LLC | 0.20% | Reduce -83.6% | 167,571 | $7.1M |
| Towercrest Capital Management | 1.20% | Add +3.4% | 167,150 | $7.1M |
| Legacy Financial Group LLC | 1.43% | Add +1435.8% | 165,853 | $7.1M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +26.6% | 164,461 | $7.0M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -1.5% | 162,073 | $6.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +10.6% | 158,770 | $6.8M |
| My Legacy Advisors, LLC | 2.24% | Add +2.2% | 157,193 | $6.7M |
| Blue Barn Wealth, LLC | 3.59% | Add +2.3% | 151,255 | $6.4M |
| FinDec Wealth Services, Inc. | 3.88% | Add +1.7% | 145,034 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.5% | 144,096 | $6.1M |
| Whalen Wealth Management Inc. | 4.49% | New | 142,310 | $6.1M |
| Little Harbor Advisors, LLC | 3.97% | Reduce -2.0% | 139,393 | $5.9M |
| Ascent Group, LLC | 0.52% | Add +10.5% | 139,090 | $5.9M |
| Corient Private Wealth LP | 0.01% | Add +0.3% | 138,744 | $5.9M |
"% of holder's portfolio" is SHYG's weight in each manager's 13F, not the share of iShares 0-5 YR HY Corp. Bond the manager owns.