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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
SR
501
Syntax Research
Florida
$8.04K -$23.4K -545 -74%
TRCT
502
Tower Research Capital (TRC)
New York
$6.93K -$1.89K -44 -21%
FIM
503
FWL Investment Management
Texas
$6.59K +$858 +20 +15%
SIM
504
Synergy Investment Management
Florida
$6.38K +$772 +18 +14%
T
505
Transce3nd
Texas
$6.17K -$15.5K -361 -71%
TC
506
Truvestments Capital
Florida
$5.7K
CTWM
507
Cherry Tree Wealth Management
Minnesota
$5.61K -$20.9K -488 -79%
GWSG
508
GPS Wealth Strategies Group
Colorado
$5.57K
MAFA
509
MJT & Associates Financial Advisory
Minnesota
$4.46K +$4.5K +105 New
FPB
510
First PREMIER Bank
South Dakota
$4K
Qube Research & Technologies (QRT)
511
Qube Research & Technologies (QRT)
United Kingdom
$3.83K
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$3.36K -$56.3K -1,313 -94%
CA
513
Crewe Advisors
Utah
$2.98K
HNB
514
Huntington National Bank
Ohio
$2.3K
Citigroup
515
Citigroup
New York
$2.13K +$1.89K +44 +733%
CTC
516
Central Trust Company
Missouri
$2K
Franklin Resources
517
Franklin Resources
California
$2K
MWA
518
Medallion Wealth Advisors
Connecticut
$1.52K
AA
519
Ancora Advisors
Ohio
$1.4K -$18.4K -429 -93%
BWL
520
Bogart Wealth LLC
Virginia
$1.15K
TCA
521
Trifecta Capital Advisors
Illinois
$1.06K
CFFP
522
Center for Financial Planning
Michigan
$1.02K +$1.03K +24 New
TFA
523
Transamerica Financial Advisors
Florida
$1K
WCM
524
Winthrop Capital Management
Indiana
$1K
TCOV
525
Trust Company of Vermont
Vermont
$978

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.