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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
WW
451
Winnow Wealth
Texas
$96.2K -$573K -13,358 -86%
RCM
452
Richardson Capital Management
Wisconsin
$94.5K +$10.9K +253 +13%
EWM
453
EPG Wealth Management
Georgia
$92.4K -$3.09K -72 -3%
WFA
454
Wells Financial Advisors
Massachusetts
$90.8K +$20.6K +480 +29%
GEA
455
Glen Eagle Advisors
New Jersey
$89.4K
AAP
456
Arax Advisory Partners
Colorado
$88.8K +$89.6K +2,089 New
DSC
457
Duncker Streett & Co
Missouri
$85.2K
SS
458
Sunbelt Securities
Texas
$82.9K -$1.69M -39,341 -95%
LWANC
459
Laurel Wealth Advisors (North Carolina)
North Carolina
$82.5K
PA
460
Parallel Advisors
California
$82.1K +$44.2K +1,031 +115%
AG
461
AmeriFlex Group
Nevada
$67.1K -$2.19K -51 -3%
AF
462
Advisornet Financial
Minnesota
$65.9K +$20K +467 +43%
Mirae Asset Global Investments
463
Mirae Asset Global Investments
South Korea
$63.4K
RMP
464
Richards, Merrill & Peterson
Washington
$62.8K
LFASL
465
Lugano Financial Advisors SA (LFA)
Switzerland
$59.5K
PSFG
466
Park Square Financial Group
Georgia
$57.3K -$4.12K -96 -7%
SWC
467
Spectrum Wealth Counsel
Indiana
$43.7K
VWWMG
468
Vermillion & White Wealth Management Group
Pennsylvania
$41.3K -$26.7K -622 -39%
SWM
469
Spire Wealth Management
Virginia
$39.5K
NFSG
470
Newbridge Financial Services Group
Florida
$37.6K +$472 +11 +1%
AW
471
Avion Wealth
Texas
$35K
UB
472
UMB Bank
Missouri
$33.8K -$16K -372 -32%
HFS
473
Horizon Financial Services
North Carolina
$33.6K -$1.81M -42,156 -98%
BA
474
Bellwether Advisors
Nebraska
$30.4K
EDRH
475
Edmond de Rothschild Holding
Switzerland
$29.6K -$4.29K -100 -13%

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.