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iShares 0-5 Year High Yield Corporate Bond ETF
SHYG

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: 530 → 533 (+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: 26 → 22 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$65.7M
2
RIG
RiverFront Investment Group
Virginia
+$38.8M
3
PC
Permanens Capital
New York
+$37.3M
4
BI
Bramshill Investments
Florida
+$33.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$31M

Top Sellers

Rank Fund Capital Flow
1
GC
Grimes & Company
Massachusetts
-$204M
2
TC
TownSquare Capital
Utah
-$78.3M
3
AI
Atria Investments
North Carolina
-$29.9M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$29.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$35.3M +$118K +2,795 +0.3%
UBS Group
27
UBS Group
Switzerland
$32.1M -$1.84M -43,405 -6%
HCM
28
Hilton Capital Management
New York
$29.6M +$29M +685,212 New
Mariner
29
Mariner
Kansas
$27.5M -$863K -20,410 -3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$27.2M -$11.9M -282,014 -31%
Betterment LLC
31
Betterment LLC
New York
$25.5M +$2.13M +50,246 +9%
MFWM
32
Motley Fool Wealth Management
Virginia
$24.9M -$2.62M -61,819 -10%
Creative Planning
33
Creative Planning
Kansas
$23M -$983K -23,237 -4%
BAAM
34
Baker Avenue Asset Management
California
$21.3M +$502K +11,870 +2%
PAS
35
Park Avenue Securities
New York
$20.9M +$20.5M +485,338 New
FGC
36
Financial Gravity Companies
Texas
$20.3M +$19.9M +471,100 New
HighTower Advisors
37
HighTower Advisors
Illinois
$20.1M -$1.39M -32,872 -7%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$19.3M – – –
AP
39
Atwood & Palmer
Missouri
$18.8M +$6.35M +150,149 +52%
Ninety One (UK)
40
Ninety One (UK)
United Kingdom
$18.3M – – –
HPA
41
High Probability Advisors
New York
$17.9M +$997K +23,564 +6%
SC
42
Scotia Capital
Ontario, Canada
$17.5M +$8.73M +206,443 +103%
Truist Financial
43
Truist Financial
North Carolina
$17.4M +$2.64M +62,477 +18%
Ameriprise
44
Ameriprise
Minnesota
$17.2M +$762K +18,016 +5%
Stifel Financial
45
Stifel Financial
Missouri
$16.6M +$2.18M +51,491 +15%
MGIA
46
Matthew Goff Investment Advisor
Texas
$16.4M -$1.81M -42,761 -10%
MCM
47
MAI Capital Management
Ohio
$15.4M -$736K -17,389 -5%
TPA
48
Trivium Point Advisory
Connecticut
$15M +$1.42M +33,663 +11%
BAM
49
Belpointe Asset Management
Nevada
$14.4M +$14.1M +334,355 New
MML Investors Services
50
MML Investors Services
Massachusetts
$13.8M -$4.64M -109,635 -26%
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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.