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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
CWM
426
Copia Wealth Management
Oregon
$208K +$210K +4,891 New
SFS
427
Sowell Financial Services
Arkansas
$206K +$208K +4,853 New
CB
428
Commerce Bank
Missouri
$205K +$207K +4,820 New
DIA
429
Dana Investment Advisors
Wisconsin
$203K -$40.3K -939 -16%
CF
430
Conquis Financial
California
$199K
LFG
431
Larson Financial Group
Missouri
$188K +$155K +3,620 +447%
CIAS
432
Capital Investment Advisory Services
North Carolina
$176K +$38.4K +896 +28%
RIA
433
Realta Investment Advisors
Delaware
$149K +$151K +3,510 New
CCM
434
Coldstream Capital Management
Washington
$141K +$142K +3,309 New
Fidelity Investments
435
Fidelity Investments
Massachusetts
$133K +$22.4K +523 +20%
FNWM
436
Financial Network Wealth Management
Utah
$127K +$128K +2,993 New
TCPW
437
Twin City Private Wealth
North Carolina
$118K +$35.1K +818 +42%
LWA
438
Lowe Wealth Advisors
Maryland
$117K
NCM
439
Northwest Capital Management
Oregon
$113K
CA
440
CoreCap Advisors
Michigan
$109K -$14K -326 -11%
AIP
441
Ameritas Investment Partners
Nebraska
$109K +$2.15K +50 +2%
CT
442
Coastline Trust
Rhode Island
$109K
FHA
443
First Horizon Advisors
Tennessee
$108K -$76.7K -1,787 -41%
WT
444
Whittier Trust
California
$107K
BTI
445
Blue Trust Inc
Georgia
$105K +$1.24K +29 +1%
WCM
446
Westend Capital Management
California
$103K +$104K +2,427 New
EWA
447
EverSource Wealth Advisors
Alabama
$103K -$2.53K -59 -2%
William Blair & Company
448
William Blair & Company
Illinois
$102K +$27.8K +648 +37%
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$99.7K +$45.8K +1,068 +78%
CTA
450
Colonial Trust Advisors
South Carolina
$98.9K

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.