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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
BTWM
376
Baker Tilly Wealth Management
Wisconsin
$320K -$79.2K -1,872 -20%
ML
377
McAdam LLC
Pennsylvania
$317K -$28.9K -682 -8%
CNBOF
378
City National Bank of Florida
Florida
$317K
SW
379
Simplicity Wealth
New Jersey
$317K
LFG
380
Lockerman Financial Group
California
$309K +$17K +401 +6%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$306K +$3.3K +78 +1%
IWA
382
Integrity Wealth Advisors
California
$305K -$1.69K -40 -0.6%
HWM
383
Howard Wealth Management
Connecticut
$304K +$66.8K +1,580 +29%
CCA
384
Cadent Capital Advisors
Oklahoma
$300K -$132K -3,113 -31%
Lido Advisors
385
Lido Advisors
California
$300K +$294K +6,951 New
DIA
386
Dana Investment Advisors
Wisconsin
$299K +$91.2K +2,155 +45%
WFA
387
WMG Financial Advisors
Tennessee
$294K +$22.6K +535 +9%
WAG
388
Wallace Advisory Group
California
$294K +$169 +4 +0.1%
AP
389
Americana Partners
Texas
$293K +$287K +6,792 New
BNP Paribas Financial Markets
390
BNP Paribas Financial Markets
France
$290K -$2.04M -48,271 -88%
EFL
391
ERn Financial LLC
Wisconsin
$285K +$2.16K +51 +0.8%
William Blair & Company
392
William Blair & Company
Illinois
$284K +$177K +4,192 +175%
CWM
393
Copia Wealth Management
Oregon
$284K +$71.2K +1,682 +34%
WA
394
Waverly Advisors
Alabama
$281K -$1.21M -28,676 -81%
SCM
395
Saxony Capital Management
Missouri
$279K +$3.3K +78 +1%
C1AG
396
Client 1st Advisory Group
Florida
$276K -$37K -874 -12%
RF
397
Rossby Financial
Florida
$275K -$931 -22 -0.3%
BWS
398
Buck Wealth Strategies
Colorado
$273K +$268K +6,337 New
MC
399
Moors & Cabot
Massachusetts
$271K +$266K +6,288 New
SXL
400
Summit X LLC
Missouri
$265K -$2.58K -61 -1%

SHYG Hedge Fund Activity: Q2 2025 in Review

533 of the 7,595 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.