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iShares 0-5 Year High Yield Corporate Bond ETF

533 hedge funds and large institutions have $4.98B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 236 increasing their positions, 173 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 173

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

2% more capital invested

Capital invested by funds: $4.89B → $4.98B (+$92.6M)

1% more funds holding

Funds holding: 530533 (+3)

0.09% more ownership

Funds ownership: 75.66%75.74% (+0.09%)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

Holders
533
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
7.02%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
64
Increased
236
Reduced
173
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
Canvas Wealth Advisors
Kansas
$1.42M +$189K +4,467 +16%
JIP
227
Jaffetilchin Investment Partners
Florida
$1.42M +$14.4K +341 +1%
RFS
228
Richardson Financial Services
Massachusetts
$1.41M -$50.9K -1,202 -4%
MHR
229
Matthew Hamilton Rosenberg
$1.37M +$77.6K +1,835 +6%
FCBT
230
First Citizens Bank & Trust
North Carolina
$1.37M -$3.68K -87 -0.3%
ITB
231
Idaho Trust Bank
Idaho
$1.37M -$35.6K -841 -3%
ATPW
232
Ashton Thomas Private Wealth
Arizona
$1.35M -$2.37M -56,032 -64%
PCIA
233
Prime Capital Investment Advisors
Kansas
$1.28M -$182K -4,299 -13%
ASN
234
Advisory Services Network
Georgia
$1.27M +$61.9K +1,462 +5%
BC
235
Bakala Capital
South Carolina
$1.25M -$47.1K -1,114 -4%
JBA
236
Johnson Bixby & Associates
Washington
$1.22M -$77.2K -1,826 -6%
SPIA
237
Steward Partners Investment Advisory
New York
$1.21M -$13.5K -319 -1%
WWM
238
Whalen Wealth Management
Nevada
$1.2M +$1.18M +27,882 New
CFG
239
Carr Financial Group
Massachusetts
$1.2M +$135K +3,191 +13%
2WWM
240
21 West Wealth Management
California
$1.18M +$1.15M +27,278 New
NG
241
Norden Group
Utah
$1.16M +$108K +2,552 +10%
PIA
242
Pinion Investment Advisors
Kansas
$1.15M -$976K -23,081 -46%
HFO
243
Heritage Family Offices
Arizona
$1.11M +$1.56K +37 +0.1%
DW30
244
Drucker Wealth 3.0
New Jersey
$1.1M +$1.09M +25,648 New
LFAS
245
Level Four Advisory Services
Texas
$1.07M +$26.4K +625 +3%
PWM
246
Penobscot Wealth Management
Maine
$1.05M +$100K +2,375 +11%
Millennium Management
247
Millennium Management
New York
$1.05M +$112K +2,650 +12%
RFA
248
Resurgent Financial Advisors
Georgia
$1.05M +$3.3K +78 +0.3%
Comerica Bank
249
Comerica Bank
Texas
$1.05M +$359K +8,478 +54%
JWA
250
JFS Wealth Advisors
Pennsylvania
$1.04M -$110K -2,594 -10%

SHYG Hedge Fund Activity: Q2 2025 in Review

533 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q2 2025, worth a combined $4.98B — up 1.9% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SHYG positions and 55 closed out — a net gain of 9 holders — while 236 added to existing stakes and 173 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $65.7M. The largest seller was Grimes & Company, cutting an estimated $204M.

  • 533 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q2 2025, up from 530 in Q1 2025.
  • Funds reported $4.98B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q2 2025, up 1.9% quarter-over-quarter.
  • 64 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q2 2025 and 55 closed out, a net change of +9 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $65.7M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q2 2025 was Grimes & Company, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2025.