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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
WT
451
Whittier Trust
California
$108K
CA
452
CoreCap Advisors
Michigan
$108K -$2.5K -59 -2%
BCM
453
Boreal Capital Management
Florida
$108K +$106K +2,500 New
WCM
454
Westend Capital Management
California
$105K
EWM
455
EPG Wealth Management
Georgia
$101K +$7.32K +173 +8%
RCM
456
Richardson Capital Management
Wisconsin
$96.8K +$931 +22 +1%
FIM
457
FWL Investment Management
Texas
$93K +$84.7K +2,001 +1,291%
WFA
458
Wells Financial Advisors
Massachusetts
$92.1K
Fidelity Investments
459
Fidelity Investments
Massachusetts
$91.1K -$43.1K -1,019 -33%
GEA
460
Glen Eagle Advisors
New Jersey
$90.8K
AG
461
AmeriFlex Group
Nevada
$88.6K +$20.4K +482 +31%
CTA
462
Colonial Trust Advisors
South Carolina
$88.4K -$11.6K -275 -12%
DSC
463
Duncker Streett & Co
Missouri
$86.5K
RIA
464
Realta Investment Advisors
Delaware
$71K -$78.9K -1,865 -53%
AGWCA
465
Annis Gardner Whiting Capital Advisors
Florida
$69.3K +$68K +1,607 New
AAS
466
Ameritas Advisory Services
Nebraska
$68.9K +$67.6K +1,597 New
AF
467
Advisornet Financial
Minnesota
$65.4K -$1.48K -35 -2%
PSFG
468
Park Square Financial Group
Georgia
$52.2K -$5.88K -139 -10%
TFA
469
Toth Financial Advisory
Virginia
$51.6K +$50.6K +1,197 New
AWM
470
Angeles Wealth Management
California
$51K +$50K +1,183 New
WOSD
471
WFA of San Diego
California
$47.1K +$46.2K +1,091 New
SWM
472
Spire Wealth Management
Virginia
$46.5K +$6.43K +152 +16%
TPCW
473
TD Private Client Wealth
New York
$44.7K +$43.8K +1,036 New
LFASL
474
Lugano Financial Advisors SA (LFA)
Switzerland
$44.3K -$15.2K -360 -26%
VWWMG
475
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K

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.