We are live on ! Find out more
SHYG icon

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
SIM
76
SSI Investment Management
California
$8.1M +$7.95M +187,827 New
FCIM
77
Fairview Capital Investment Management
California
$8M -$107K -2,530 -1%
BBW
78
Blue Barn Wealth
Utah
$7.83M +$173K +4,090 +2%
GL
79
Graypoint LLC
New York
$7.82M +$295K +6,972 +4%
KAS
80
Kestra Advisory Services
Texas
$7.38M +$105K +2,480 +1%
CAG
81
Curtis Advisory Group
California
$7.37M +$830K +19,622 +13%
MLA
82
My Legacy Advisors
Oregon
$7.34M +$275K +6,505 +4%
AAS
83
Avantax Advisory Services
Texas
$7.16M +$464K +10,975 +7%
WAMC
84
Western Asset Management Company
California
$7.13M +$6.99M +165,300 New
QC
85
Quadrature Capital
United Kingdom
$7.13M +$6.99M +165,231 New
AG
86
Ascent Group
Virginia
$6.74M -$2.4M -56,732 -27%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$6.71M +$41K +968 +0.6%
FSA
88
Financial Sense Advisors
California
$6.58M +$6.46M +152,590 New
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$6.42M +$3.23M +76,356 +105%
TC
90
TownSquare Capital
Utah
$6.22M -$78.3M -1,850,463 -93%
TCM
91
Towercrest Capital Management
Pennsylvania
$6.12M -$1.48K -35 -0%
IWC
92
Integrated Wealth Concepts
Massachusetts
$5.86M -$3.86M -91,301 -40%
AA
93
Alesco Advisors
New York
$5.84M +$3.05M +72,070 +114%
EAMA
94
EFG Asset Management (Americas)
Florida
$5.68M +$4.33M +102,357 +348%
MFG
95
Merit Financial Group
Georgia
$5.63M -$4.31M -101,874 -44%
HI
96
Hudock Inc
Pennsylvania
$5.63M +$191K +4,524 +4%
SAS
97
Sage Advisory Services
Texas
$5.37M +$300K +7,095 +6%
AWM
98
Avior Wealth Management
Nebraska
$5.31M +$1.42M +33,525 +37%
AHC
99
Adell Harriman & Carpenter
Texas
$5.26M -$152K -3,585 -3%
CC
100
Courier Capital
New York
$5.1M -$2.45M -57,920 -33%

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.