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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
EGA
426
Eagle Global Advisors
Texas
$223K -$29.6K -700 -12%
SWGC
427
Summit Wealth Group (Colorado)
Colorado
$221K +$217K +5,134 New
TM
428
TigerOak Management
New Mexico
$221K +$217K +5,129 New
CP
429
Cumberland Partners
Ontario, Canada
$220K -$5.58K -132 -3%
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$220K -$95.7K -2,263 -31%
OCM
431
Objective Capital Management
Ohio
$218K -$144K -3,411 -40%
PGAM
432
Princeton Global Asset Management
New Jersey
$212K -$23.8K -562 -10%
VFPW
433
Vantage Financial Partners (Wisconsin)
Wisconsin
$210K -$323K -7,634 -61%
MA
434
MAS Advisors
Florida
$206K -$460K -10,865 -70%
GIA
435
Gladstone Institutional Advisory
Florida
$204K -$111K -2,618 -36%
BRWA
436
B. Riley Wealth Advisors
Florida
$202K +$198K +4,682 New
MYIA
437
Mount Yale Investment Advisors
Colorado
$197K +$194K +4,577 New
PA
438
Parallel Advisors
California
$195K +$110K +2,600 +135%
CF
439
Conquis Financial
California
$195K -$7.23K -171 -4%
CIAS
440
Capital Investment Advisory Services
North Carolina
$178K +$42 +1 +0%
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$151K +$44.9K +1,061 +43%
LFG
442
Larson Financial Group
Missouri
$135K -$54.6K -1,291 -29%
AWM
443
AE Wealth Management
Kansas
$133K -$130K -3,076 -50%
RWM
444
Rialto Wealth Management
New York
$133K +$115K +2,717 +765%
TCPW
445
Twin City Private Wealth
North Carolina
$120K +$42 +1 +0%
GA
446
GoalVest Advisory
New York
$113K +$111K +2,618 New
EWA
447
EP Wealth Advisors
California
$112K +$110K +2,601 New
AIP
448
Ameritas Investment Partners
Nebraska
$111K +$719 +17 +0.7%
CT
449
Coastline Trust
Rhode Island
$110K
FHA
450
First Horizon Advisors
Tennessee
$109K -$550 -13 -0.5%

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.