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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
AIM
301
Advyzon Investment Management
Illinois
$605K +$5.15K +120 +0.9%
BCG
302
BayBridge Capital Group
California
$602K -$417K -9,708 -41%
Focus Partners Wealth
303
Focus Partners Wealth
Massachusetts
$600K -$54.9K -1,279 -8%
AWM
304
Apollon Wealth Management
South Carolina
$595K -$648K -15,099 -52%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$594K +$62.1K +1,448 +12%
AWAU
306
Alliance Wealth Advisors (Utah)
Utah
$588K +$8.11K +189 +1%
FTUS
307
Flow Traders U.S.
New York
$588K +$593K +13,832 New
RFP
308
Root Financial Partners
California
$583K
CCAL
309
City Center Advisors LLC
Michigan
$579K +$79.6K +1,855 +16%
SWM
310
Shepherd Wealth Management
Ohio
$578K +$583K +13,592 New
FNT
311
First National Trust
Pennsylvania
$574K
DI
312
Disciplined Investments
Oklahoma
$573K +$42.6K +992 +8%
PI
313
PFG Investments
New York
$558K -$29.4K -685 -5%
GI
314
GLOBALT Investments
Georgia
$552K -$57.1K -1,330 -9%
IIA
315
IPG Investment Advisors
California
$541K
CMP
316
Courage Miller Partners
Virginia
$540K -$8.28K -193 -1%
NL
317
NWAM LLC
Washington
$536K +$149K +3,462 +38%
VFPW
318
Vantage Financial Partners (Wisconsin)
Wisconsin
$531K +$11.5K +267 +2%
IC
319
IEQ Capital
California
$522K +$6.22K +145 +1%
HH
320
Hilltop Holdings
Texas
$512K -$10.8K -251 -2%
CRC
321
Curi RMB Capital
Illinois
$503K -$37.9K -884 -7%
BW
322
Blalock Williams
Alabama
$501K +$8.49K +198 +2%
YCG
323
Yeomans Consulting Group
Georgia
$499K -$73.8K -1,721 -13%
ACA
324
Aptus Capital Advisors
Alabama
$490K +$36.5K +850 +8%
TF
325
Tudor Financial
Ohio
$482K +$686 +16 +0.1%

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.