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
SG
326
StoneX Group
New York
$509K +$169K +4,002 +51%
GI
327
GLOBALT Investments
Georgia
$502K -$56.2K -1,329 -10%
HWM
328
HB Wealth Management
Georgia
$502K +$492K +11,626 New
CCAL
329
City Center Advisors LLC
Michigan
$501K -$85.3K -2,016 -15%
GRP
330
Global Retirement Partners
California
$489K +$479K +11,331 New
RWP
331
RWA Wealth Partners
Massachusetts
$488K -$6.87M -162,357 -93%
PFA
332
Portland Financial Advisors
New York
$488K +$16.1K +380 +3%
PIMG
333
Patriot Investment Management Group
Tennessee
$482K
GVIC
334
Global Value Investment Corporation
Wisconsin
$481K
FNWA
335
Financial Network Wealth Advisors
Utah
$477K -$3.6K -85 -0.8%
BW
336
Blalock Williams
Alabama
$476K -$31.5K -744 -6%
CW
337
Channel Wealth
California
$475K +$5.84K +138 +1%
PTC
338
Private Trust Company
Ohio
$466K +$28.9K +684 +7%
SOS
339
Silver Oak Securities
Tennessee
$466K -$13.7K -325 -3%
SIA
340
Summit Investment Advisors
Maryland
$464K +$8.12K +192 +2%
LWA
341
LifeGoal Wealth Advisors
New York
$462K +$453K +10,716 New
KPWG
342
KFA Private Wealth Group
Virginia
$461K +$7.23K +171 +2%
HI
343
Harbour Investments
Wisconsin
$458K +$20.4K +483 +5%
YCG
344
Yeomans Consulting Group
Georgia
$447K -$55K -1,299 -11%
TWCA
345
Two West Capital Advisors
Kansas
$445K -$25K -591 -5%
BWCS
346
Beirne Wealth Consulting Services
Connecticut
$441K +$72.1K +1,705 +20%
DADC
347
D.A. Davidson & Co
Montana
$441K -$13.2K -311 -3%
SA
348
Stewardship Advisors
Pennsylvania
$434K +$23.3K +551 +6%
GC
349
Grimes & Company
Massachusetts
$433K -$204M -4,811,024 -100%
SCA
350
Snowden Capital Advisors
New York
$430K +$11.2K +265 +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.