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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
BCWM
51
Bartlett & Co Wealth Management
Ohio
$13.6M +$683K +15,909 +5%
TPA
52
Trivium Point Advisory
Connecticut
$13.4M -$378K -8,821 -3%
KL
53
KilterHowling LLC
Colorado
$13M -$12.1M -281,161 -48%
RIG
54
RiverFront Investment Group
Virginia
$12.8M +$926K +21,579 +8%
CWA
55
Cascade Wealth Advisors
Washington
$12.5M +$1.38M +32,107 +12%
AP
56
Atwood & Palmer
Missouri
$12.2M +$34.3K +800 +0.3%
OIA
57
OneDigital Investment Advisors
Kansas
$11.5M -$1.81M -42,293 -14%
GWM
58
Gibbs Wealth Management
Georgia
$11.4M +$918K +21,394 +9%
SM
59
Sweeney & Michel
California
$11.2M +$11.8M +274,117 New
RFS
60
Retirement Financial Solutions
Tennessee
$11M +$1.76M +41,057 +19%
Renaissance Technologies
61
Renaissance Technologies
New York
$10.8M +$1.2M +28,000 +12%
Legacy Financial Group (Iowa)
62
Legacy Financial Group (Iowa)
Iowa
$10.5M +$72.3K +1,686 +0.7%
FA
63
Freestate Advisors
Kansas
$10.4M +$2.6M +60,546 +33%
MAG
64
Members Advisory Group
New York
$10.3M +$369K +8,608 +4%
PVI
65
Partners Value Investments
Bermuda
$10.3M
JP Morgan Chase
66
JP Morgan Chase
New York
$10.2M +$4.89M +114,009 +91%
MFG
67
Merit Financial Group
Georgia
$9.88M +$129K +3,012 +1%
WC
68
Waterloo Capital
Texas
$9.79M +$656K +15,278 +7%
IWC
69
Integrated Wealth Concepts
Massachusetts
$9.66M +$3.8M +88,565 +64%
PFM
70
Peak Financial Management
Massachusetts
$9.6M +$294K +6,854 +3%
Jane Street
71
Jane Street
New York
$9.24M +$5.51M +128,422 +145%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$9.16M +$1.52M +35,421 +20%
KP
73
Kitching Partners
Pennsylvania
$9.13M -$26K -607 -0.3%
AG
74
Ascent Group
Virginia
$9.05M +$3.05M +70,976 +50%
PAG
75
Powers Advisory Group
Illinois
$9.03M +$121K +2,813 +1%

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.