iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q2 2024 (June 30)511holders +11
50new positions
42sold out
1famous investor
$42.20avg. 13F price*
At the end of Q2 2024, 511 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 11 from Q1 2024. 50 opened new positions and 42 sold out. The largest holders were Royal Bank of Canada ($493.3M), Bramshill Investments, LLC ($401.9M) and Empower Advisory Group, LLC ($326.1M). One famous investor held it 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $82.8M |
| Exits | 42 | $66.3M |
All 13F filers, Q1 2024 → Q2 2024: 12,429,837 shares bought and 5,112,890 shares sold, net +7,316,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| Royal Bank of Canada | 0.12% | Add +6.2% | 11,690,169 | $493.3M |
| Bramshill Investments, LLC | 43.73% | Add +38.1% | 9,523,136 | $401.9M |
| Empower Advisory Group, LLC | 1.21% | Add +3.1% | 7,726,841 | $326.1M |
| Assetmark, Inc. | 0.92% | Add +43.3% | 7,064,647 | $298.1M |
| Japan Science & Technology Agency | 2.97% | No change | 5,070,493 | $214.0M |
| State of New Jersey Common Pension Fund D | 0.83% | Add +17.0% | 4,503,519 | $190.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.35% | Add +4.2% | 4,238,345 | $178.9M |
| BlackRock Inc. | 0.00% | Reduce -4.3% | 3,379,846 | $142.6M |
| Commonwealth Equity Services, LLC | 0.22% | Add +5.6% | 3,333,378 | $140.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +5.1% | 3,165,168 | $133.6M |
| Bank of America Corp. | 0.01% | Add +6.5% | 1,910,163 | $80.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.6% | 1,889,444 | $79.7M |
| Wealthfront Advisers LLC | 0.26% | Reduce -7.8% | 1,797,345 | $75.8M |
| Townsquare Capital LLC | 1.01% | Reduce -13.8% | 1,752,389 | $74.0M |
| Ocean Park Asset Management, LLC | 3.26% | No change | 1,628,000 | $68.7M |
| Nepc LLC | 2.26% | Add +3.0% | 1,621,106 | $68.4M |
| Morgan Stanley | 0.01% | Reduce -11.0% | 1,617,328 | $68.3M |
| Mercer Global Advisors Inc. | 0.17% | Add +8.6% | 1,482,721 | $62.6M |
| Wells Fargo & Company | 0.01% | Add +7.8% | 1,337,638 | $56.4M |
| LPL Financial LLC | 0.03% | Reduce -6.6% | 1,295,093 | $54.7M |
| Pathstone Holdings, LLC | 0.23% | Add +2.2% | 1,206,915 | $50.9M |
| Sound Income Strategies, LLC | 2.93% | Reduce -1.1% | 993,921 | $41.9M |
| Hilton Capital Management, LLC | 3.24% | New | 908,126 | $38.3M |
| Atria Investments, Inc | 0.49% | Add +3.3% | 887,724 | $37.5M |
| Advisors Capital Management, LLC | 0.63% | Add +3.7% | 853,980 | $36.0M |
| Mariner, LLC | 0.07% | Add +21.0% | 801,249 | $33.8M |
| Gallagher Fiduciary Advisors, LLC | 7.54% | Reduce -0.4% | 797,587 | $33.7M |
| Cetera Investment Advisers | 0.07% | Reduce -2.0% | 759,046 | $32.0M |
| Osaic Holdings, Inc. | 0.07% | Add +17.9% | 746,981 | $31.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.2% | 666,943 | $28.1M |
| Greystone Financial Group, LLC | 5.35% | Add +2.9% | 647,800 | $27.3M |
| UBS Group AG | 0.01% | Reduce -2.7% | 645,277 | $27.2M |
| Nomura Asset Management Co. Ltd. | 0.09% | Reduce -22.1% | 643,000 | $27.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.3% | 536,501 | $22.6M |
| Delphi Financial Group, Inc. | 12.84% | No change | 530,590 | $22.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +22.5% | 525,061 | $22.2M |
| Composition Wealth, LLC | 0.54% | Add +7.4% | 521,974 | $22.0M |
| Creative Planning | 0.02% | Add +8.1% | 507,413 | $21.4M |
| Bartlett & Co. Wealth Management LLC | 0.32% | Add +39.1% | 499,896 | $21.1M |
| Financial Advisory Partners, LLC | 7.44% | Add +19.0% | 471,655 | $19.9M |
| Baker Avenue Asset Management, LP | 0.64% | Add +1.1% | 443,061 | $18.7M |
| Capstone Investment Advisors, LLC | 0.80% | Add +22.4% | 420,678 | $17.8M |
| Financial Gravity Asset Management, Inc. | 4.34% | Add +11.3% | 414,103 | $17.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 395,500 | $16.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -48.1% | 391,826 | $16.5M |
| High Probability Advisors, LLC | 2.82% | Add +3.1% | 369,106 | $15.6M |
| Park Avenue Securities LLC | 0.19% | Add +17.0% | 365,438 | $15.4M |
| Sage Advisory Services, Ltd.Co. | 4.21% | Reduce -9.0% | 355,125 | $15.0M |
| Ninety One UK Ltd | 0.04% | Add +77.2% | 347,630 | $14.7M |
| Motley Fool Wealth Management, LLC | 0.74% | Add +1.8% | 345,864 | $14.6M |
| Truist Financial Corp. | 0.02% | Add +13.3% | 345,373 | $14.6M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -0.2% | 344,441 | $14.5M |
| Robertson Stephens Wealth Management, LLC | 0.76% | Add +6.0% | 343,163 | $14.5M |
| Matthew Goff Investment Advisor, LLC | 2.91% | Add +1.5% | 337,510 | $14.2M |
| Raymond James & Associates | 0.01% | Add +15.1% | 331,121 | $14.0M |
| KilterHowling LLC | 9.17% | Add +3.1% | 319,102 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +9.6% | 309,954 | $13.1M |
| Trivium Point Advisory, LLC | 1.93% | Add +10.6% | 307,493 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Add +16.8% | 277,391 | $11.7M |
| Atwood & Palmer Inc. | 0.88% | Reduce -1.2% | 275,018 | $11.6M |
| Betterment LLC | 0.03% | Add +27.9% | 258,409 | $10.9M |
| Partners Value Investments L.P. | 0.15% | No change | 241,302 | $10.2M |
| Clearstead Advisors, LLC | 0.17% | Add +98296.3% | 241,071 | $10.2M |
| Cascade Wealth Advisors, Inc | 7.42% | Add +22.0% | 235,710 | $10.0M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +39.3% | 229,074 | $9.7M |
| Merit Financial Group, LLC | 0.21% | Reduce -1.4% | 228,642 | $9.6M |
| Sweeney & Michel, LLC | 4.06% | Add +1.8% | 225,478 | $9.5M |
| Retirement Financial Solutions, LLC | 4.33% | Add +7.7% | 218,276 | $9.2M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +10.9% | 217,714 | $9.2M |
| Courier Capital LLC | 0.72% | Add +19.2% | 216,087 | $9.1M |
| Fairview Capital Investment Management, LLC | 0.50% | Reduce -2.9% | 211,879 | $8.9M |
| RiverFront Investment Group, LLC | 0.24% | Add +26.1% | 211,365 | $8.9M |
| Conning Inc. | 0.33% | No change | 210,194 | $8.9M |
| Summit Wealth Partners, LLC | 1.80% | Add +3.5% | 205,498 | $8.7M |
| Peak Financial Management, Inc. | 2.70% | Reduce -0.8% | 204,771 | $8.6M |
| Powers Advisory Group, LLC | 4.65% | Add +6.6% | 202,197 | $8.5M |
| New York Life Investment Management LLC | 0.08% | Add +4.7% | 198,870 | $8.4M |
| GeoWealth Management, LLC | 0.34% | Add +39.2% | 183,639 | $7.7M |
| Kitching Partners, LLC | 13.96% | Add +4.7% | 181,871 | $7.7M |
| Gibbs Wealth Management | 3.05% | Add +1.1% | 178,736 | $7.5M |
| GC Wealth Management RIA, LLC | 1.48% | Add +42.7% | 177,940 | $7.5M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -0.7% | 177,202 | $7.5M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -3.8% | 175,841 | $7.4M |
| My Legacy Advisors, LLC | 2.33% | Add +10.1% | 173,081 | $7.3M |
| Adell Harriman & Carpenter Inc. | 0.56% | Add +0.3% | 171,946 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +6.9% | 169,734 | $7.2M |
| Towercrest Capital Management | 1.14% | Reduce -1.4% | 164,718 | $7.0M |
| Waterloo Capital, L.P. | 0.83% | Reduce -6.9% | 164,673 | $6.9M |
| Legacy Financial Group LLC | 1.36% | Reduce -0.9% | 164,426 | $6.9M |
| Ritholtz Wealth Management | 0.22% | Reduce -7.2% | 161,049 | $6.8M |
| Blue Barn Wealth, LLC | 3.67% | Add +3.3% | 156,263 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.7% | 146,573 | $6.2M |
| Advisory Alpha, LLC | 0.24% | Add +21.8% | 144,755 | $6.1M |
| Whalen Wealth Management Inc. | 4.76% | Reduce -0.1% | 142,217 | $6.0M |
| Concourse Financial Group Securities, Inc. | 0.37% | Add +52.7% | 139,940 | $5.9M |
| Little Harbor Advisors, LLC | 3.80% | No change | 139,393 | $5.9M |
| Ascent Group, LLC | 0.48% | Reduce -0.5% | 138,332 | $5.8M |
| Corient Private Wealth LP | 0.01% | Reduce -1.0% | 137,347 | $5.8M |
| Curtis Advisory Group, LLC | 1.99% | Add +15.7% | 133,685 | $5.6M |
| Avantax Advisory Services, Inc. | 0.04% | Add +456.6% | 133,126 | $5.6M |
"% 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.