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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
KL
51
KilterHowling LLC
Colorado
$13.8M +$438K +10,342 +3%
JP Morgan Chase
52
JP Morgan Chase
New York
$13.7M +$3.26M +77,000 +32%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$13.5M -$263K -6,220 -2%
Pathstone Holdings
54
Pathstone Holdings
New Jersey
$12.9M -$3.83M -90,512 -23%
GWM
55
Gibbs Wealth Management
Georgia
$12.5M +$951K +22,490 +8%
SM
56
Sweeney & Michel
California
$12.3M +$573K +13,541 +5%
CA
57
Clearstead Advisors
Ohio
$11.3M +$4.57M +108,019 +71%
RFS
58
Retirement Financial Solutions
Tennessee
$11.1M -$83K -1,963 -0.8%
CWA
59
Cascade Wealth Advisors
Washington
$10.8M -$2M -47,338 -16%
OIA
60
OneDigital Investment Advisors
Kansas
$10.8M -$820K -19,385 -7%
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$10.8M +$104K +2,447 +1%
MAG
62
Members Advisory Group
New York
$10.4M -$13.1K -309 -0.1%
FA
63
Freestate Advisors
Kansas
$10.4M -$174K -4,115 -2%
FF
64
Foronjy Financial
California
$10.2M +$10M +236,958 New
Capstone Investment Advisors
65
Capstone Investment Advisors
New York
$10.1M +$1.52M +36,000 +18%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$9.98M +$8.09M +191,135 +475%
PFM
67
Peak Financial Management
Massachusetts
$9.97M +$228K +5,400 +2%
KP
68
Kitching Partners
Pennsylvania
$9.71M +$439K +10,384 +5%
WC
69
Waterloo Capital
Texas
$9.46M -$468K -11,051 -5%
PAG
70
Powers Advisory Group
Illinois
$9.4M +$236K +5,583 +3%
FAP
71
Financial Advisory Partners
Florida
$9.38M -$7.76M -183,477 -46%
MOS
72
MGO One Seven
Ohio
$8.87M +$463K +10,945 +6%
WM
73
Whitford Management
New York
$8.71M +$8.55M +202,000 New
N
74
Nuveen
North Carolina
$8.47M +$8.3M +196,241 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$8.43M -$847K -20,028 -9%

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.