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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
RRA
276
Round Rock Advisors
Connecticut
$823K +$1.65K +39 +0.2%
KIA
277
Kraematon Investment Advisors
Massachusetts
$815K +$7.49K +177 +0.9%
Corient Private Wealth
278
Corient Private Wealth
Florida
$814K -$486K -11,478 -38%
ZIG
279
Zuckerman Investment Group
Illinois
$807K +$108K +2,543 +16%
TPW
280
Talon Private Wealth
Florida
$785K +$51K +1,205 +7%
DPI
281
Diversified Portfolios Inc
Michigan
$784K +$42.6K +1,006 +6%
MWM
282
Mission Wealth Management
California
$780K -$240K -5,682 -24%
MIA
283
MMBG Investment Advisors
Florida
$770K +$126K +2,972 +20%
IC
284
IEQ Capital
California
$769K +$235K +5,549 +45%
DAS
285
Dynamic Advisor Solutions
Arizona
$765K +$33.5K +792 +5%
LAM
286
L2 Asset Management
Massachusetts
$758K +$743K +17,573 New
WA
287
Wambolt & Associates
Colorado
$745K -$23.4K -553 -3%
Mirae Asset Global Investments
288
Mirae Asset Global Investments
South Korea
$733K +$656K +15,510 +1,041%
KCM
289
Kornitzer Capital Management
Kansas
$725K
DC
290
Destiny Capital
Colorado
$720K +$19.7K +465 +3%
WA
291
WESPAC Advisors
California
$705K -$94.1K -2,225 -12%
CCC
292
Compass Capital Corp
Massachusetts
$697K +$687K +16,251 New
FNT
293
First National Trust
Pennsylvania
$684K +$99.4K +2,350 +17%
NFG
294
Norris Financial Group
South Carolina
$679K +$412K +9,728 +162%
SF
295
Summit Financial
New Jersey
$671K +$397K +9,380 +152%
MFS
296
McNamara Financial Services
Massachusetts
$662K +$12.6K +299 +2%
Focus Partners Wealth
297
Focus Partners Wealth
Massachusetts
$662K +$51.3K +1,212 +9%
MCM
298
Mendel Capital Management
Arkansas
$660K -$18.6K -440 -3%
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$651K +$47.3K +1,119 +8%
AIM
300
Advyzon Investment Management
Illinois
$650K +$35.7K +844 +6%

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.