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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
GFA
26
Gallagher Fiduciary Advisors
Illinois
$33.6M +$27.9K +651 +0.1%
UBS Group
27
UBS Group
Switzerland
$33.5M +$702K +16,368 +2%
AI
28
Atria Investments
North Carolina
$32.4M -$283K -6,596 -0.9%
Raymond James Financial
29
Raymond James Financial
Florida
$30.2M +$437K +10,187 +1%
Mariner
30
Mariner
Kansas
$28M +$880K +20,519 +3%
GFG
31
Greystone Financial Group
Michigan
$27.5M -$1.11M -25,857 -4%
MFWM
32
Motley Fool Wealth Management
Virginia
$27.2M +$12.5M +290,455 +83%
Creative Planning
33
Creative Planning
Kansas
$23.7M +$949K +22,119 +4%
Betterment LLC
34
Betterment LLC
New York
$23M +$6.04M +140,873 +35%
HighTower Advisors
35
HighTower Advisors
Illinois
$21.2M +$1.57M +36,558 +8%
BAAM
36
Baker Avenue Asset Management
California
$20.5M +$419K +9,765 +2%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$19M
Osaic Holdings
38
Osaic Holdings
Arizona
$18.8M -$5.28M -123,107 -22%
FGAM
39
Financial Gravity Asset Management
Texas
$18.8M +$19M +441,866 New
MML Investors Services
40
MML Investors Services
Massachusetts
$18.3M -$227K -5,302 -1%
Ninety One (UK)
41
Ninety One (UK)
United Kingdom
$18M
MGIA
42
Matthew Goff Investment Advisor
Texas
$18M -$226K -5,270 -1%
MSWM
43
Mader & Shannon Wealth Management
Missouri
$17.5M +$3.27M +76,324 +23%
FAP
44
Financial Advisory Partners
Florida
$17M -$8.23M -191,789 -32%
HPA
45
High Probability Advisors
New York
$16.6M +$960K +22,367 +6%
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$16.6M -$12.1M -283,004 -42%
Ameriprise
47
Ameriprise
Minnesota
$16.1M +$2.78M +64,882 +21%
MCM
48
MAI Capital Management
Ohio
$15.9M -$216K -5,035 -1%
Truist Financial
49
Truist Financial
North Carolina
$14.5M +$183K +4,257 +1%
Stifel Financial
50
Stifel Financial
Missouri
$14.1M +$462K +10,764 +3%

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.