Jim Simons
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Jim Simons’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Jim Simons’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,202
Closed -$1.22M – 3706
2025
Q3 		$1.22M Sell
28,202
-31,898
-53% -$1.37M ﹤0.01% 2382
2025
Q2 		$2.59M Sell
60,100
-194,000
-76% -$8.21M ﹤0.01% 1949
2025
Q1 		$10.8M Buy
254,100
+28,000
+12% +$1.2M 0.02% 969
2024
Q4 		$9.63M Buy
226,100
+55,923
+33% +$2.4M 0.01% 1040
2024
Q3 		$7.39M Buy
170,177
+112,477
+195% +$4.81M 0.01% 1205
2024
Q2 		$2.43M Buy
57,700
+37,900
+191% +$1.6M ﹤0.01% 1749
2024
Q1 		$842K Sell
19,800
-243,800
-92% -$10.3M ﹤0.01% 2583
2023
Q4 		$11.1M Buy
263,600
+185,900
+239% +$7.67M 0.02% 890
2023
Q3 		$3.19M Buy
77,700
+68,200
+718% +$2.82M 0.01% 1566
2023
Q2 		$394K Buy
+9,500
New +$391K ﹤0.01% 2994
2023
Q1 		– Sell
-10,100
Closed -$413K – 4342
2022
Q4 		$413K Buy
+10,100
New +$413K ﹤0.01% 3058
2021
Q4 		– Sell
-183,900
Closed -$8.4M – 4188
2021
Q3 		$8.4M Sell
183,900
-232,000
-56% -$10.6M 0.01% 1136
2021
Q2 		$19.2M Buy
415,900
+94,700
+29% +$4.34M 0.02% 786
2021
Q1 		$14.7M Buy
321,200
+60,700
+23% +$2.76M 0.02% 957
2020
Q4 		$11.8M Buy
260,500
+126,200
+94% +$5.64M 0.01% 1052
2020
Q3 		$5.9M Buy
+134,300
New +$5.9M 0.01% 1483

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jim Simons's SHYG Position: Q4 2025 in Review

Jim Simons sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 28,202 shares — an estimated $1.22M sold.

Jim Simons first reported a position in SHYG in Q3 2020 and held it in 16 quarters. The position peaked at $19.2M in Q2 2021. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Jim Simons reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 28,202 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.22M.
  • Jim Simons first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 16 quarters.
  • Jim Simons's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $19.2M in Q2 2021.
  • 582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.