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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
FFA
251
First Foundation Advisors
California
$946K -$39.5K -921 -4%
PWM
252
Penobscot Wealth Management
Maine
$936K +$269K +6,263 +40%
DWP
253
Destiny Wealth Partners
Florida
$934K -$55.8K -1,301 -6%
Millennium Management
254
Millennium Management
New York
$922K +$664K +15,466 +248%
SC
255
Sierra Capital
Florida
$920K +$105K +2,439 +13%
SSA
256
SSA Swiss Advisors
$916K +$924K +21,544 New
MA
257
Mutual Advisors
Nebraska
$912K -$265K -6,187 -22%
DAS
258
Diversify Advisory Services
Utah
$897K +$116K +2,699 +15%
HSA
259
HBK Sorce Advisory
Pennsylvania
$895K
GPA
260
Guidance Point Advisors
Massachusetts
$887K -$44.8K -1,044 -5%
DWG
261
Darden Wealth Group
Michigan
$885K +$86 +2 +0%
JWCA
262
J.W. Cole Advisors
Florida
$870K +$73K +1,701 +9%
MBT
263
Montecito Bank & Trust
California
$864K
BCI
264
Brinker Capital Investments
Pennsylvania
$863K -$2.01M -46,867 -70%
OPS
265
Orion Portfolio Solutions
Nebraska
$863K -$2.01M -46,867 -70%
SWP
266
Stratos Wealth Partners
Ohio
$848K -$95.6K -2,229 -10%
NL
267
NDWM LLC
California
$825K +$560K +13,060 +206%
BCM
268
Brookstone Capital Management
Illinois
$824K -$334K -7,790 -29%
RRA
269
Round Rock Advisors
Connecticut
$809K +$11.3K +264 +1%
SIC
270
Sterling Investment Counsel
New York
$806K +$80.5K +1,877 +11%
PS
271
Principal Securities
Iowa
$803K
AO
272
Advisor OS
Illinois
$797K -$619K -14,431 -44%
KIA
273
Kraematon Investment Advisors
Massachusetts
$796K -$32.3K -752 -4%
SIM
274
Seaview Investment Managers
Florida
$792K +$308K +7,173 +63%
WA
275
WESPAC Advisors
California
$790K -$146K -3,395 -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.