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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
KFI
501
Key Financial Inc
Pennsylvania
$8.2K
FRA
502
Front Row Advisors
California
$7.76K -$5.08K -120 -40%
PCA
503
Providence Capital Advisors
North Carolina
$7.29K +$7.15K +169 New
HNB
504
Huntington National Bank
Ohio
$6.51K
BWL
505
Bogart Wealth LLC
Virginia
$5.78K +$4.53K +107 +396%
SR
506
Syntax Research
Florida
$5.26K -$2.83K -67 -35%
US Bancorp
507
US Bancorp
Minnesota
$5K -$13.1K -310 -73%
S
508
SignatureFD
Georgia
$4.96K +$4.87K +115 New
MAFA
509
MJT & Associates Financial Advisory
Minnesota
$4.53K
FPB
510
First PREMIER Bank
South Dakota
$4K
Qube Research & Technologies (QRT)
511
Qube Research & Technologies (QRT)
United Kingdom
$3.88K
HNW
512
High Note Wealth
Minnesota
$3.88K +$3.81K +90 New
MAWAG
513
Mid-American Wealth Advisory Group
Missouri
$3.54K +$3.47K +82 New
TAM
514
Tucker Asset Management
Colorado
$3.32K -$19.6K -464 -86%
CA
515
Crewe Advisors
Utah
$3.02K
CT
516
Clearstead Trust
Maine
$2.89K +$2.83K +67 New
BIG
517
Brooklyn Investment Group
New York
$2.46K +$2.41K +57 New
Franklin Resources
518
Franklin Resources
California
$2.03K
SWIG
519
Strategic Wealth Investment Group
Kentucky
$1.73K +$1.69K +40 New
MWA
520
Medallion Wealth Advisors
Connecticut
$1.54K
AA
521
Ancora Advisors
Ohio
$1.42K
Citigroup
522
Citigroup
New York
$1.34K -$804 -19 -38%
TCA
523
Trifecta Capital Advisors
Illinois
$1.08K
WCM
524
Winthrop Capital Management
Indiana
$1K
TCOV
525
Trust Company of Vermont
Vermont
$992

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.