We are live on ! Find out more
SHYG icon

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
TPWM
301
Twelve Points Wealth Management
Massachusetts
$645K +$409K +9,664 +183%
WS
302
Wedbush Securities
California
$641K +$628K +14,850 New
HP
303
Holistic Planning
Texas
$639K +$15.2K +359 +2%
AAMA
304
Advanced Asset Management Advisors
Ohio
$638K
BCG
305
BayBridge Capital Group
California
$637K +$25.7K +607 +4%
AC
306
AlphaCore Capital
California
$628K +$1.74K +41 +0.3%
AWAU
307
Alliance Wealth Advisors (Utah)
Utah
$623K +$25.5K +602 +4%
IPW
308
Impact Partnership Wealth
Georgia
$622K +$610K +14,422 New
ACA
309
Aptus Capital Advisors
Alabama
$618K +$118K +2,796 +24%
Baird Financial Group
310
Baird Financial Group
Wisconsin
$607K -$148K -3,492 -20%
SFS
311
Sowell Financial Services
Arkansas
$606K +$389K +9,192 +189%
AWM
312
Apollon Wealth Management
South Carolina
$605K +$423 +10 +0.1%
HH
313
Hilltop Holdings
Texas
$593K +$71.9K +1,700 +14%
RFP
314
Root Financial Partners
California
$592K
CFD
315
Creative Financial Designs
Indiana
$592K -$197K -4,657 -25%
SSWM
316
Sheets Smith Wealth Management
North Carolina
$581K -$52.5K -1,240 -8%
ACM
317
Absolute Capital Management
Pennsylvania
$578K -$89.2K -2,108 -14%
NL
318
NWAM LLC
Washington
$578K +$34K +804 +6%
FMN
319
Financial Management Network
California
$558K -$184K -4,338 -25%
DI
320
Disciplined Investments
Oklahoma
$555K -$25.4K -600 -4%
IIA
321
IPG Investment Advisors
California
$554K +$4.57K +108 +0.8%
CMP
322
Courage Miller Partners
Virginia
$548K
TF
323
Tudor Financial
Ohio
$546K +$55.9K +1,322 +12%
PI
324
PFG Investments
New York
$546K -$20.5K -484 -4%
CRC
325
Curi RMB Capital
Illinois
$526K +$15.3K +361 +3%

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.