iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q3 2024 (September 30)517holders +6
49new positions
51sold out
3famous investors
$43.72avg. 13F price*
At the end of Q3 2024, 517 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 6 from Q2 2024. 49 opened new positions and 51 sold out. The largest holders were Royal Bank of Canada ($534.8M), Empower Advisory Group, LLC ($352.1M) and Assetmark, Inc. ($335.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $64.4M |
| Exits | 51 | $115.6M |
All 13F filers, Q2 2024 → Q3 2024: 7,329,959 shares bought and 9,857,154 shares sold, net −2,527,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| Royal Bank of Canada | 0.12% | Add +5.4% | 12,317,375 | $534.8M |
| Empower Advisory Group, LLC | 1.19% | Add +4.9% | 8,108,797 | $352.1M |
| Assetmark, Inc. | 0.96% | Add +9.4% | 7,728,368 | $335.6M |
| Bramshill Investments, LLC | 31.78% | Reduce -29.8% | 6,682,194 | $290.1M |
| Japan Science & Technology Agency | 2.91% | No change | 5,070,493 | $220.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.17% | Add +3.8% | 4,400,345 | $191.1M |
| BlackRock, Inc. | 0.00% | — | 3,976,588 | $172.7M |
| State of New Jersey Common Pension Fund D | 0.66% | Reduce -17.8% | 3,703,519 | $160.8M |
| Commonwealth Equity Services, LLC | 0.23% | Add +3.7% | 3,455,892 | $150.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.5% | 3,087,285 | $134.0M |
| Wealthfront Advisers LLC | 0.32% | Add +31.6% | 2,365,957 | $102.7M |
| Bank of America Corp. | 0.01% | Add +13.0% | 2,158,004 | $93.7M |
| Morgan Stanley | 0.01% | Add +32.4% | 2,141,299 | $93.0M |
| Townsquare Capital LLC | 0.95% | Add +4.7% | 1,834,021 | $79.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.9% | 1,646,327 | $71.5M |
| Ocean Park Asset Management, LLC | 3.10% | No change | 1,628,000 | $70.7M |
| Mercer Global Advisors Inc. | 0.17% | Add +10.3% | 1,635,466 | $70.6M |
| Nepc LLC | 2.12% | No change | 1,621,106 | $70.4M |
| LPL Financial LLC | 0.03% | Add +11.9% | 1,449,194 | $62.9M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 1,332,153 | $57.8M |
| Pathstone Holdings, LLC | 0.23% | Reduce -0.7% | 1,198,212 | $52.0M |
| Focus Partners Wealth | 0.14% | Add +2629.5% | 167,594 | $43.5M |
| Sound Income Strategies, LLC | 2.73% | Reduce -1.6% | 978,437 | $42.5M |
| Advisors Capital Management, LLC | 0.62% | Add +2.7% | 876,753 | $38.1M |
| Atria Investments, Inc | 0.47% | Reduce -2.2% | 867,900 | $37.7M |
| Gallagher Fiduciary Advisors, LLC | 7.45% | Add +6.2% | 846,992 | $36.8M |
| Cetera Investment Advisers | 0.07% | Reduce -0.7% | 753,582 | $32.7M |
| Motley Fool Wealth Management, LLC | 1.50% | Add +98.5% | 686,613 | $29.8M |
| Greystone Financial Group, LLC | 5.14% | Add +2.3% | 662,508 | $28.8M |
| UBS Group AG | 0.01% | Reduce -1.6% | 635,017 | $27.6M |
| Mariner, LLC | 0.05% | Reduce -21.9% | 626,098 | $27.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +10.4% | 579,920 | $25.2M |
| Financial Advisory Partners, LLC | 8.27% | Add +21.6% | 573,288 | $24.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +2.1% | 547,938 | $23.8M |
| Creative Planning | 0.02% | Add +7.5% | 545,663 | $23.7M |
| Delphi Financial Group, Inc. | 13.26% | No change | 530,590 | $23.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -38.3% | 460,960 | $20.0M |
| Baker Avenue Asset Management, LP | 0.63% | Add +2.9% | 455,762 | $19.8M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +13.2% | 447,528 | $19.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -35.5% | 430,145 | $18.4M |
| HighTower Advisors, LLC | 0.03% | Add +6.6% | 417,744 | $18.1M |
| Financial Gravity Companies, Inc. | 4.67% | — | 401,562 | $17.4M |
| NEOS Investment Management LLC | 0.52% | New | 395,438 | $17.1M |
| Park Avenue Securities LLC | 0.18% | Reduce -0.9% | 362,177 | $15.7M |
| Ninety One UK Ltd | 0.04% | Add +3.5% | 359,972 | $15.6M |
| High Probability Advisors, LLC | 2.63% | Reduce -3.6% | 355,666 | $15.4M |
| OneDigital Investment Advisors LLC | 0.17% | Add +1.4% | 349,229 | $15.2M |
| Sage Advisory Services, Ltd.Co. | 4.21% | No change | 355,125 | $15.0M |
| Betterment LLC | 0.04% | Add +32.8% | 343,033 | $14.9M |
| Matthew Goff Investment Advisor, LLC | 2.83% | Add +1.5% | 342,427 | $14.9M |
| KilterHowling LLC | 9.10% | Add +4.5% | 333,544 | $14.5M |
| Raymond James & Associates | 0.01% | Reduce -2.3% | 323,426 | $14.0M |
| Trivium Point Advisory, LLC | 1.91% | Add +3.5% | 318,338 | $13.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 309,700 | $13.4M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -39.6% | 302,023 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Add +6.8% | 296,133 | $12.9M |
| Truist Financial Corp. | 0.02% | Reduce -18.4% | 281,760 | $12.2M |
| Atwood & Palmer Inc. | 0.83% | Add +1.9% | 280,179 | $12.2M |
| Partners Value Investments L.P. | 0.12% | No change | 241,302 | $10.5M |
| RiverFront Investment Group, LLC | 0.25% | Add +13.6% | 240,099 | $10.4M |
| Clearstead Advisors, LLC | 0.16% | Reduce -0.9% | 238,994 | $10.4M |
| Sweeney & Michel, LLC | 4.01% | Add +4.5% | 235,703 | $10.2M |
| Cascade Wealth Advisors, Inc | 7.25% | Reduce -0.8% | 233,767 | $10.2M |
| Legacy Financial Group LLC | 1.94% | Add +41.3% | 232,350 | $10.1M |
| Capstone Investment Advisors, LLC | 0.34% | Reduce -46.1% | 226,678 | $9.8M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +4.7% | 227,848 | $9.8M |
| Retirement Financial Solutions, LLC | 4.25% | Add +2.4% | 223,600 | $9.7M |
| Merit Financial Group, LLC | 0.21% | Reduce -3.7% | 220,176 | $9.6M |
| Kitching Partners, LLC | 12.45% | Add +17.5% | 213,738 | $9.3M |
| Gibbs Wealth Management | 2.97% | Add +18.2% | 211,225 | $9.2M |
| Peak Financial Management, Inc. | 2.67% | Add +2.3% | 209,542 | $9.1M |
| New York Life Investment Management LLC | 0.09% | Add +4.5% | 207,862 | $9.0M |
| Powers Advisory Group, LLC | 4.49% | Add +2.4% | 207,086 | $9.0M |
| Fairview Capital Investment Management, LLC | 0.46% | Reduce -6.6% | 197,924 | $8.6M |
| Summit Wealth Partners, LLC | 1.65% | Reduce -3.9% | 197,571 | $8.6M |
| Waterloo Capital, L.P. | 0.90% | Add +15.3% | 189,813 | $8.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -18.3% | 187,110 | $8.1M |
| Freestate Advisors LLC | 8.22% | — | 182,023 | $7.9M |
| MML Investors Services, LLC | 0.03% | Add +95.5% | 179,156 | $7.8M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -1.6% | 174,376 | $7.6M |
| Renaissance Technologies | 0.01% | Add +194.9% | 170,177 | $7.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.1% | 169,607 | $7.4M |
| Adell Harriman & Carpenter Inc. | 0.53% | Reduce -2.2% | 168,146 | $7.3M |
| Ritholtz Wealth Management | 0.21% | Add +1.8% | 163,920 | $7.1M |
| Blue Barn Wealth, LLC | 3.59% | Add +3.1% | 161,062 | $7.0M |
| Kiely Wealth Advisory Group, Inc. | 4.35% | New | 159,323 | $6.9M |
| GeoWealth Management, LLC | 0.24% | Reduce -14.1% | 157,772 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.1% | 155,573 | $6.8M |
| Corient Private Wealth LP | 0.01% | Add +10.5% | 151,791 | $6.6M |
| Little Harbor Advisors, LLC | 4.06% | Add +8.0% | 150,541 | $6.5M |
| My Legacy Advisors, LLC | 2.58% | Reduce -13.2% | 150,279 | $6.5M |
| Advisory Alpha, LLC | 0.23% | Add +2.5% | 148,354 | $6.4M |
| Avantax Advisory Services, Inc. | 0.04% | Add +10.4% | 146,919 | $6.4M |
| Towercrest Capital Management | 1.02% | Reduce -11.1% | 146,409 | $6.4M |
| Concourse Financial Group Securities, Inc. | 0.37% | Add +2.9% | 143,982 | $6.3M |
| Ascent Group, LLC | 0.46% | Add +0.7% | 139,325 | $6.0M |
| Curtis Advisory Group, LLC | 1.68% | Add +2.2% | 136,567 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -22.4% | 136,441 | $5.9M |
| Prospera Financial Services Inc | 0.15% | New | 136,068 | $5.9M |
| GC Wealth Management RIA, LLC | 1.02% | Reduce -24.2% | 134,921 | $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.