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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
CNBOF
376
City National Bank of Florida
Florida
$312K
SW
377
Simplicity Wealth
New Jersey
$312K
C1AG
378
Client 1st Advisory Group
Florida
$310K -$23K -536 -7%
IWA
379
Integrity Wealth Advisors
California
$302K -$85.6K -1,994 -22%
FWS
380
FinDec Wealth Services
California
$300K -$2.46M -57,408 -89%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$298K -$3.9K -91 -1%
SAI
382
Savvy Advisors Inc
New York
$296K +$48K +1,119 +19%
WAG
383
Wallace Advisory Group
California
$294K +$3.56K +83 +1%
SC
384
SouthState Corp
Florida
$293K +$7.51K +175 +3%
WAM
385
WNY Asset Management
New York
$291K +$293K +6,840 New
LFG
386
Lockerman Financial Group
California
$287K
WI
387
WrapManager Inc
California
$287K +$8.41K +196 +3%
EFL
388
ERn Financial LLC
Wisconsin
$279K -$40.1K -934 -12%
SW
389
SteelPeak Wealth
California
$276K -$3.73K -87 -1%
PA
390
Prossimo Advisors
California
$274K +$5.71K +133 +2%
SCM
391
Saxony Capital Management
Missouri
$272K +$8.49K +198 +3%
RF
392
Rossby Financial
Florida
$271K -$174K -4,047 -39%
FT
393
Fiduciary Trust
Massachusetts
$270K
WFA
394
WMG Financial Advisors
Tennessee
$267K +$269K +6,274 New
SXL
395
Summit X LLC
Missouri
$264K -$31.6K -736 -11%
GS
396
GTS Securities
New York
$263K -$28.4K -663 -10%
RA
397
RFG Advisory
Alabama
$262K +$13.6K +317 +5%
SF
398
Summit Financial
New Jersey
$262K +$55K +1,282 +26%
AWM
399
AE Wealth Management
Kansas
$262K -$339K -7,902 -56%
TWP
400
Tyche Wealth Partners
Texas
$262K -$17.2K -400 -6%

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.