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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
IWP
401
Insight Wealth Partners
Texas
$261K +$10.8K +255 +4%
CSP
402
Cary Street Partners
Virginia
$255K
FT
403
Fiduciary Trust
Massachusetts
$253K -$20.3K -480 -8%
CT
404
Colonial Trust
South Carolina
$251K
TWP
405
Tyche Wealth Partners
Texas
$250K -$15.9K -375 -6%
HF
406
HRT Financial
New York
$248K -$2.71M -64,030 -92%
SAI
407
Savvy Advisors Inc
New York
$246K -$53.6K -1,266 -18%
WI
408
WrapManager Inc
California
$245K -$45.8K -1,083 -16%
SFP
409
Shepherd Financial Partners
Massachusetts
$244K +$2.92K +69 +1%
BTI
410
Blue Trust Inc
Georgia
$242K +$133K +3,146 +127%
XT
411
XTX Topco
Cayman Islands
$242K +$237K +5,603 New
PA
412
Prossimo Advisors
California
$240K -$36.7K -867 -13%
SAW
413
Signal Advisors Wealth
Michigan
$239K +$234K +5,537 New
NSIM
414
North Star Investment Management
Illinois
$236K
NFSG
415
Newbridge Financial Services Group
Florida
$234K +$192K +4,538 +513%
FWA
416
FOCUS Wealth Advisors
Texas
$232K
Brown Advisory
417
Brown Advisory
Maryland
$230K +$225K +5,330 New
State Farm Mutual Automobile Insurance
418
State Farm Mutual Automobile Insurance
Illinois
$230K +$209K +4,929 +1,232%
BWS
419
Broadway Wealth Solutions
Texas
$230K
KSWA
420
Kathleen S. Wright Associates
Pennsylvania
$230K -$3K -71 -1%
OAS
421
Optivise Advisory Services
Tennessee
$226K -$5.84K -138 -3%
NG
422
Novem Group
New York
$225K +$221K +5,223 New
MA
423
MJP Associates
Connecticut
$225K
PA
424
Procyon Advisors
Connecticut
$224K -$9.52K -225 -4%
GVCM
425
Global View Capital Management
Wisconsin
$223K -$104K -2,466 -32%

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.