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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
LA
551
Lane & Associates
New Jersey
-$926K -21,460 Closed
GFM
552
GEN Financial Management
Minnesota
-$895K -20,998 Closed
MWM
553
Maridea Wealth Management
New York
-$735K -17,257 Closed
ACP
554
Aveo Capital Partners
Colorado
-$670K -15,716 Closed
PA
555
Probity Advisors
Texas
-$639K -15,002 Closed
NRI
556
NFP Retirement Inc
California
-$626K -14,696 Closed
AWM
557
Axxcess Wealth Management
California
-$410K -9,616 Closed
CAAS
558
Capital Asset Advisory Services
Michigan
-$411K -9,616 Closed
PCS
559
Private Client Services
Kentucky
-$403K -9,449 Closed
TGAM
560
TBH Global Asset Management
Tennessee
-$372K -8,741 Closed
CWP
561
Cyndeo Wealth Partners
Florida
-$370K -8,678 Closed
SC
562
Saiph Capital
New Jersey
-$339K -7,958 Closed
CAS
563
Coppell Advisory Solutions
Texas
-$270K -6,337 Closed
VA
564
Valmark Advisers
Ohio
-$264K -6,185 Closed
WS
565
Wedbush Securities
California
-$237K -5,559 Closed
1WM
566
1900 Wealth Management
Texas
-$221K -5,183 Closed
Lido Advisors
567
Lido Advisors
California
-$219K -5,143 Closed
GVAG
568
Great Valley Advisor Group
Delaware
-$205K -4,805 Closed
TA
569
TrueWealth Advisors
Alabama
-$200K -4,700 Closed
MCM
570
MidAtlantic Capital Management
Virginia
-$54.9K -1,288 Closed
DRP
571
Decker Retirement Planning
Utah
-$42.9K -1,006 Closed
FFO
572
Fortitude Family Office
Arizona
-$42.2K -990 Closed
OC
573
Oarsman Capital
Wisconsin
-$37.7K -885 Closed
NWWA
574
New Wave Wealth Advisors
Arkansas
-$21.7K -509 Closed
CP
575
Castleview Partners
Texas
-$14.8K -346 Closed

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.