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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
SC
76
Scotia Capital
Ontario, Canada
$8.51M +$7.15M +166,590 +496%
Capstone Investment Advisors
77
Capstone Investment Advisors
New York
$8.42M +$8.5M +198,101 New
MOS
78
MGO One Seven
Ohio
$8.28M +$910K +21,200 +12%
GWM
79
Geneos Wealth Management
Colorado
$8.17M +$5.21M +121,337 +172%
FCIM
80
Fairview Capital Investment Management
California
$7.99M -$233K -5,435 -3%
BBW
81
Blue Barn Wealth
Utah
$7.54M +$354K +8,252 +5%
CC
82
Courier Capital
New York
$7.49M +$124K +2,888 +2%
GL
83
Graypoint LLC
New York
$7.41M +$1.83M +42,767 +33%
RWP
84
RWA Wealth Partners
Massachusetts
$7.38M -$37.3K -869 -0.5%
AWS
85
Atria Wealth Solutions
New York
$7.2M -$945K -22,036 -12%
KAS
86
Kestra Advisory Services
Texas
$7.17M -$122K -2,834 -2%
SWP
87
Summit Wealth Partners
Florida
$7.02M -$1.16M -27,004 -14%
MLA
88
My Legacy Advisors
Oregon
$7M +$332K +7,749 +5%
LHA
89
Little Harbor Advisors
Massachusetts
$6.76M
AAS
90
Avantax Advisory Services
Texas
$6.59M -$1.46K -34 -0%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$6.57M +$968K +22,569 +17%
CA
92
Clearstead Advisors
Ohio
$6.5M +$4.12K +96 +0.1%
CAG
93
Curtis Advisory Group
California
$6.43M +$19.2K +447 +0.3%
TCM
94
Towercrest Capital Management
Pennsylvania
$6.03M -$221K -5,144 -3%
IA
95
Integrity Alliance
Iowa
$5.94M +$1.25M +29,096 +26%
HI
96
Hudock Inc
Pennsylvania
$5.35M +$361K +8,418 +7%
AHC
97
Adell Harriman & Carpenter
Texas
$5.34M -$395K -9,200 -7%
TI
98
Tidal Investments
Wisconsin
$5.25M +$2.65M +61,751 +99%
RWA
99
Redhawk Wealth Advisors
Minnesota
$5.09M +$916K +21,343 +22%
LFA
100
Level Financial Advisors
New York
$5.09M +$42.1K +981 +0.8%

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.