We are live on ! Find out more
SHYG icon

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
SFFS
326
Stonehage Fleming Financial Services
Jersey
$477K -$130K -3,019 -21%
PIMG
327
Patriot Investment Management Group
Tennessee
$475K -$11.2K -260 -2%
FNWA
328
Financial Network Wealth Advisors
Utah
$474K +$240K +5,595 +101%
GVIC
329
Global Value Investment Corporation
Wisconsin
$474K -$26.7K -623 -5%
SOS
330
Silver Oak Securities
Tennessee
$473K +$467K +10,891 +4,777%
PFA
331
Portland Financial Advisors
New York
$465K +$11.4K +265 +2%
CW
332
Channel Wealth
California
$463K -$11.4K -265 -2%
TWCA
333
Two West Capital Advisors
Kansas
$452K +$68.6K +1,599 +17%
SIA
334
Summit Investment Advisors
Maryland
$449K +$5.58K +130 +1%
DADC
335
D.A. Davidson & Co
Montana
$448K +$9.44K +220 +2%
KPWG
336
KFA Private Wealth Group
Virginia
$447K -$17.8K -415 -4%
HI
337
Harbour Investments
Wisconsin
$431K -$188K -4,375 -30%
PTC
338
Private Trust Company
Ohio
$430K +$48.6K +1,133 +13%
CCA
339
Cadent Capital Advisors
Oklahoma
$428K +$32.7K +762 +8%
CPBTD
340
Central Pacific Bank - Trust Division
Hawaii
$421K -$4.15M -96,665 -91%
CFO
341
Collective Family Office
Pennsylvania
$416K +$420K +9,790 New
SCA
342
Snowden Capital Advisors
New York
$412K -$158K -3,680 -28%
VCM
343
Vivaldi Capital Management
Illinois
$406K
SA
344
Stewardship Advisors
Pennsylvania
$404K +$30.8K +718 +8%
TFA
345
TPG Financial Advisors
Oregon
$403K -$8.32K -194 -2%
AFP
346
Ausdal Financial Partners
Iowa
$395K +$399K +9,297 New
BTWM
347
Baker Tilly Wealth Management
Wisconsin
$395K -$44.2K -1,030 -10%
GEM
348
Global Endowment Management
North Carolina
$394K -$1.8K -42 -0.5%
MAG
349
MRA Advisory Group
New Jersey
$392K +$43 +1 +0%
GAA
350
Global Assets Advisory
Florida
$389K +$400K +9,311 New

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.