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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
APW
526
Aventura Private Wealth
Florida
$863 +$846 +20 New
T
527
Transce3nd
Texas
$820 -$5.33K -126 -87%
FWM
528
FSA Wealth Management
Massachusetts
$751
EB
529
Eastern Bank
Massachusetts
$561
DWM
530
Dogwood Wealth Management
Kansas
$385 +$381 +9 New
NCM
531
Northwest Capital Management
Oregon
$323 -$112K -2,652 -100%
TFA
532
Transamerica Financial Advisors
Florida
$259
NC
533
NewSquare Capital
Pennsylvania
$77
SSA
534
SSA Swiss Advisors
$43 -$911K -21,543 -100%
GFG
535
Greystone Financial Group
Michigan
-$27.5M -647,491 Closed
MSWM
536
Mader & Shannon Wealth Management
Missouri
-$17.5M -411,869 Closed
PVI
537
Partners Value Investments
Bermuda
-$10.3M -241,302 Closed
Jane Street
538
Jane Street
New York
-$9.24M -217,196 Closed
LHA
539
Little Harbor Advisors
Massachusetts
-$6.76M -158,896 Closed
Susquehanna International Group
540
Susquehanna International Group
Pennsylvania
-$3.58M -84,201 Closed
SW
541
SVB Wealth
Massachusetts
-$3.44M -80,841 Closed
PDL
542
Portfolio Design Labs
California
-$2.77M -65,133 Closed
CI Investments Inc
543
CI Investments Inc
Ontario, Canada
-$2.55M -60,000 Closed
Thrivent Financial for Lutherans
544
Thrivent Financial for Lutherans
Minnesota
-$1.77M -40,920 Closed
WFAG
545
Worth Financial Advisory Group
North Carolina
-$1.45M -34,188 Closed
TSS
546
Two Sigma Securities
New York
-$1.4M -33,011 Closed
BWM
547
Bulltick Wealth Management
Florida
-$1.18M -27,788 Closed
BFG
548
Beacon Financial Group
Texas
-$1.09M -25,647 Closed
NCM
549
Next Capital Management
New York
-$1.05M -24,600 Closed
DL
550
DOHJ LLC
Washington
-$948K -22,285 Closed

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.