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iShares 0-5 Year High Yield Corporate Bond ETF

530 hedge funds and large institutions have $4.89B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 230 increasing their positions, 165 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 165

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

3% less capital invested

Capital invested by funds: $5.03B → $4.89B (-$144M)

1.45% less ownership

Funds ownership: 77.1%75.66% (-1.4%)

2% less funds holding

Funds holding: 541530 (-11)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
530
Holders Change
-11
Holders Change %
-2.03%
% of All Funds
7.11%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.35%
New
55
Increased
230
Reduced
165
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
226
Matthew Hamilton Rosenberg
$1.28M +$229K +5,332 +22%
BC
227
Bakala Capital
South Carolina
$1.27M +$194K +4,533 +18%
EAMA
228
EFG Asset Management (Americas)
Florida
$1.25M +$456K +10,637 +57%
SIMC
229
Squire Investment Management Company
Utah
$1.23M +$300K +6,994 +32%
AFG
230
Atomi Financial Group
New York
$1.22M -$660K -15,379 -35%
SPIA
231
Steward Partners Investment Advisory
New York
$1.2M +$16.4K +383 +1%
CWA
232
Canvas Wealth Advisors
Kansas
$1.19M -$80.1K -1,868 -6%
ASN
233
Advisory Services Network
Georgia
$1.19M -$110K -2,559 -8%
PA
234
PFG Advisors
Arizona
$1.19M +$335K +7,800 +39%
BWM
235
Bulltick Wealth Management
Florida
$1.18M -$4.76K -111 -0.4%
CCM
236
Crabel Capital Management
California
$1.14M +$667K +15,536 +137%
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.14M +$117K +2,733 +11%
HFO
238
Heritage Family Offices
Arizona
$1.11M -$3.22K -75 -0.3%
BFG
239
Beacon Financial Group
Texas
$1.09M +$1.1M +25,647 New
CFG
240
Carr Financial Group
Massachusetts
$1.05M +$175K +4,077 +20%
NCM
241
Next Capital Management
New York
$1.05M
NG
242
Norden Group
Utah
$1.04M +$108K +2,507 +11%
RFA
243
Resurgent Financial Advisors
Georgia
$1.03M +$80.9K +1,885 +8%
LFAS
244
Level Four Advisory Services
Texas
$1.02M +$148K +3,461 +17%
MWM
245
Mission Wealth Management
California
$1.01M +$1.02M +23,767 New
EAM
246
Everstar Asset Management
North Carolina
$1M -$241K -5,627 -19%
BF
247
Blankinship & Foster
California
$978K +$7.81K +182 +0.8%
NS
248
NBC Securities
Alabama
$976K +$984K +22,935 +81,911%
OO
249
Obsido Oy
$950K +$16.3K +381 +2%
DL
250
DOHJ LLC
Washington
$948K -$166K -3,865 -15%

SHYG Hedge Fund Activity: Q1 2025 in Review

530 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q1 2025, worth a combined $4.89B — down 2.9% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SHYG positions and 54 closed out — a net gain of 1 holder — while 230 added to existing stakes and 165 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $72.3M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $55.8M.

  • 530 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q1 2025, down from 541 in Q4 2024.
  • Funds reported $4.89B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q1 2025, down 2.9% quarter-over-quarter.
  • 55 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q1 2025 and 54 closed out, a net change of +1 holder.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q1 2025 was AssetMark Inc, an estimated $72.3M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q1 2025 was State of New Jersey Common Pension Fund D, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2025.