iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q4 2024 (December 31)543holders +26
37new positions
37sold out
2famous investors
$42.62avg. 13F price*
At the end of Q4 2024, 543 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 26 from Q3 2024. 37 opened new positions and 37 sold out. The largest holders were Royal Bank of Canada ($539.7M), Empower Advisory Group, LLC ($366.5M) and Assetmark, Inc. ($353.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $111.9M |
| Exits | 37 | $346.2M |
All 13F filers, Q3 2024 → Q4 2024: 11,554,056 shares bought and 12,802,301 shares sold, net −1,248,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 543 holders
| Royal Bank of Canada | 0.12% | Add +2.8% | 12,666,952 | $539.7M |
| Empower Advisory Group, LLC | 1.23% | Add +6.1% | 8,600,196 | $366.5M |
| Assetmark, Inc. | 0.96% | Add +7.2% | 8,288,172 | $353.2M |
| BlackRock, Inc. | 0.00% | Add +34.6% | 5,354,617 | $228.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 5.69% | Add +5.4% | 4,637,431 | $197.6M |
| Japan Science & Technology Agency | 3.25% | Reduce -12.2% | 4,450,000 | $189.6M |
| Commonwealth Equity Services, LLC | 0.26% | Add +20.4% | 4,159,091 | $177.2M |
| State of New Jersey Common Pension Fund D | 0.64% | No change | 3,703,519 | $157.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.5% | 3,226,183 | $137.5M |
| Morgan Stanley | 0.01% | Add +23.7% | 2,648,253 | $112.8M |
| Wealthfront Advisers LLC | 0.28% | Reduce -4.5% | 2,260,377 | $96.3M |
| Nepc LLC | 2.52% | Add +35.8% | 2,200,963 | $93.8M |
| Bank of America Corp. | 0.01% | Reduce -4.5% | 2,060,206 | $87.8M |
| Townsquare Capital LLC | 0.91% | Add +3.3% | 1,894,248 | $80.7M |
| Mercer Global Advisors Inc. | 0.20% | Add +15.2% | 1,884,413 | $80.3M |
| LPL Financial LLC | 0.03% | Add +21.4% | 1,759,164 | $75.0M |
| Ocean Park Asset Management, LLC | 2.36% | No change | 1,628,000 | $69.4M |
| Wells Fargo & Company | 0.01% | Reduce -12.4% | 1,166,634 | $49.7M |
| Sound Income Strategies, LLC | 2.67% | Add +3.4% | 1,011,736 | $43.1M |
| Advisors Capital Management, LLC | 0.59% | Add +0.9% | 884,795 | $37.7M |
| Gallagher Fiduciary Advisors, LLC | 6.59% | Reduce -6.7% | 790,269 | $33.7M |
| UBS Group AG | 0.01% | Add +21.4% | 771,155 | $32.9M |
| Atria Investments, Inc | 0.41% | Reduce -11.3% | 769,424 | $32.8M |
| Cetera Investment Advisers | 0.07% | Reduce -1.4% | 742,809 | $31.7M |
| Raymond James Financial Inc. | 0.01% | — | 699,490 | $29.8M |
| Greystone Financial Group, LLC | 4.99% | Add +1.6% | 673,348 | $28.7M |
| Pathstone Holdings, LLC | 0.13% | Reduce -43.8% | 673,364 | $28.7M |
| Nomura Asset Management Co. Ltd. | 0.09% | New | 667,200 | $28.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -60.2% | 655,640 | $27.9M |
| Mariner, LLC | 0.05% | Add +1.7% | 636,970 | $27.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +3.7% | 601,371 | $25.6M |
| KilterHowling LLC | 14.49% | Add +76.8% | 589,614 | $25.3M |
| Financial Advisory Partners, LLC | 8.39% | Add +3.4% | 592,681 | $25.3M |
| Osaic Holdings, Inc. | 0.05% | Add +22.6% | 564,966 | $24.1M |
| Creative Planning | 0.02% | Reduce -1.9% | 535,324 | $22.8M |
| Delphi Financial Group, Inc. | 12.18% | No change | 530,590 | $22.6M |
| Hilton Capital Management, LLC | 1.88% | New | 508,768 | $21.7M |
| Baker Avenue Asset Management, LP | 0.62% | Add +3.8% | 472,987 | $20.2M |
| HighTower Advisors, LLC | 0.03% | Add +10.5% | 461,651 | $19.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 447,528 | $19.1M |
| MML Investors Services, LLC | 0.06% | Add +142.7% | 434,840 | $18.5M |
| Matthew Goff Investment Advisor, LLC | 3.39% | Add +25.2% | 428,568 | $18.3M |
| Ninety One UK Ltd | 0.05% | Add +17.7% | 423,751 | $18.1M |
| Park Avenue Securities LLC | 0.18% | Add +14.2% | 413,602 | $17.6M |
| Financial Gravity Companies, Inc. | 3.96% | Add +1.4% | 407,160 | $17.3M |
| Betterment LLC | 0.04% | Add +16.8% | 400,515 | $17.1M |
| MAI Capital Management | 0.12% | New | 378,784 | $16.1M |
| High Probability Advisors, LLC | 2.82% | Add +3.7% | 368,833 | $15.7M |
| Motley Fool Wealth Management, LLC | 0.77% | Reduce -49.1% | 349,597 | $14.9M |
| Truist Financial Corp. | 0.02% | Add +19.8% | 337,556 | $14.4M |
| Mader & Shannon Wealth Management, Inc. | 8.84% | New | 335,545 | $14.3M |
| Trivium Point Advisory, LLC | 1.74% | Add +1.6% | 323,289 | $13.8M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 321,566 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 314,795 | $13.4M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -10.6% | 312,136 | $13.3M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +0.6% | 303,830 | $12.9M |
| Atwood & Palmer Inc. | 0.83% | Add +1.8% | 285,223 | $12.2M |
| RiverFront Investment Group, LLC | 0.27% | Add +15.9% | 278,320 | $11.9M |
| Cascade Wealth Advisors, Inc | 7.72% | Add +14.6% | 267,781 | $11.4M |
| Gibbs Wealth Management | 2.85% | Add +16.7% | 246,507 | $10.5M |
| Legacy Financial Group LLC | 1.70% | Add +5.8% | 245,944 | $10.5M |
| Partners Value Investments L.P. | 0.11% | No change | 241,302 | $10.3M |
| Members Advisory Group LLC | 4.08% | Add +1732.6% | 233,513 | $10.0M |
| Merit Financial Group, LLC | 0.18% | Add +4.2% | 229,338 | $9.8M |
| Renaissance Technologies | 0.01% | Add +32.9% | 226,100 | $9.6M |
| New York Life Investment Management LLC | 0.09% | Add +6.8% | 221,972 | $9.5M |
| Peak Financial Management, Inc. | 2.79% | Add +4.5% | 218,907 | $9.3M |
| Retirement Financial Solutions, LLC | 5.01% | Reduce -2.5% | 217,927 | $9.3M |
| Kitching Partners, LLC | 11.77% | Add +0.7% | 215,246 | $9.2M |
| Waterloo Capital, L.P. | 0.97% | Add +13.3% | 215,053 | $9.2M |
| Ssi Investment Management LLC | 3.25% | Add +120.5% | 213,505 | $9.1M |
| Powers Advisory Group, LLC | 4.47% | Add +1.2% | 209,533 | $8.9M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -12.6% | 199,239 | $8.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -54.4% | 196,241 | $8.4M |
| Fairview Capital Investment Management, LLC | 0.43% | Reduce -2.3% | 193,422 | $8.2M |
| Summit Wealth Partners, LLC | 1.68% | Reduce -2.7% | 192,152 | $8.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +2.3% | 191,359 | $8.2M |
| Freestate Advisors LLC | 8.13% | Add +1.4% | 184,626 | $7.9M |
| Kiely Wealth Advisory Group, Inc. | 5.05% | Add +14.5% | 182,476 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.7% | 180,018 | $7.7M |
| Rwa Wealth Partners, LLC | 0.09% | Add +0.1% | 174,546 | $7.4M |
| Mgo One Seven LLC | 0.28% | Add +94.7% | 173,429 | $7.4M |
| Courier Capital LLC | 0.51% | Add +60.4% | 173,346 | $7.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +1.1% | 171,522 | $7.3M |
| Blue Barn Wealth, LLC | 3.80% | Add +5.0% | 169,075 | $7.2M |
| Advisory Alpha, LLC | 0.25% | Add +11.3% | 165,062 | $7.0M |
| Little Harbor Advisors, LLC | 4.00% | Add +5.5% | 158,896 | $6.8M |
| My Legacy Advisors, LLC | 2.62% | Add +4.4% | 156,849 | $6.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +5.5% | 154,999 | $6.6M |
| Clearstead Advisors, LLC | 0.10% | Reduce -36.0% | 152,859 | $6.5M |
| Curtis Advisory Group, LLC | 1.70% | Add +10.4% | 150,749 | $6.4M |
| Concourse Financial Group Securities, Inc. | 0.36% | Add +3.0% | 148,369 | $6.4M |
| Ritholtz Wealth Management | 0.19% | Reduce -8.8% | 149,578 | $6.4M |
| Towercrest Capital Management | 1.01% | Add +0.4% | 146,986 | $6.3M |
| First Hawaiian Bank | 0.20% | Add +70.8% | 142,092 | $6.1M |
| Ascent Group, LLC | 0.45% | Add +1.8% | 141,889 | $6.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +12.2% | 138,626 | $5.9M |
| Adell Harriman & Carpenter Inc. | 0.40% | Reduce -19.8% | 134,816 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +136.7% | 132,025 | $5.6M |
| Graypoint LLC | 0.34% | Add +4.3% | 131,461 | $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.