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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
TFA
351
TPG Financial Advisors
Oregon
$430K +$20.1K +475 +5%
GWM
352
GK Wealth Management
Nevada
$422K +$37.3K +882 +10%
HAIM
353
Hunter Associates Investment Management
Pennsylvania
$422K +$33.4K +789 +9%
VCM
354
Vivaldi Capital Management
Illinois
$417K +$5.08K +120 +1%
GEM
355
Global Endowment Management
North Carolina
$416K +$15.3K +362 +4%
SFFS
356
Stonehage Fleming Financial Services
Jersey
$407K -$75K -1,774 -16%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$393K
RFN
358
Redwood Financial Network
Ohio
$389K
CMMS
359
Comprehensive Money Management Services
Florida
$388K +$4.23K +100 +1%
MAG
360
MRA Advisory Group
New Jersey
$387K -$10.5K -248 -3%
Koshinski Asset Management
361
Koshinski Asset Management
Illinois
$380K +$55.2K +1,304 +17%
DE
362
Diversified Enterprises
Delaware
$379K +$20.7K +489 +6%
CFG
363
CKW Financial Group
Hawaii
$378K -$2.28K -54 -0.6%
SC
364
Sierra Capital
Florida
$374K -$548K -12,955 -60%
SFO
365
Stokes Family Office
Louisiana
$365K
CFS
366
Commonwealth Financial Services
West Virginia
$364K -$7.95K -188 -2%
OFG
367
Omega Financial Group
California
$356K +$6.77K +160 +2%
SC
368
Savant Capital
Illinois
$355K +$348K +8,233 New
BFA
369
Beacon Financial Advisory
Ohio
$351K -$3.89K -92 -1%
SC
370
SouthState Corp
Florida
$349K +$50.8K +1,200 +17%
AWA
371
Acorn Wealth Advisors
Michigan
$335K +$2.24K +53 +0.7%
SB
372
Strategic Blueprint
Georgia
$333K -$35.5K -839 -10%
CAWM
373
Capital Advisors Wealth Management
Washington
$329K +$5.84K +138 +2%
ICMM
374
Integrated Capital Management (Michigan)
Michigan
$327K +$6.05K +143 +2%
CAPTRUST Financial Advisors
375
CAPTRUST Financial Advisors
North Carolina
$322K +$62.7K +1,482 +25%

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.