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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
DK
101
David Kennon
Florida
$5M -$4.12K -96 -0.1%
SAS
102
Sage Advisory Services
Texas
$4.99M -$193K -4,490 -4%
SIC
103
Sigma Investment Counselors
Michigan
$4.9M -$295K -6,887 -6%
AWMG
104
Alliance Wealth Management Group
New Jersey
$4.72M +$33K +768 +0.7%
SAG
105
SageView Advisory Group
California
$4.57M -$180K -4,206 -4%
CW
106
CreativeOne Wealth
Kansas
$4.52M -$225K -5,247 -5%
Goldman Sachs
107
Goldman Sachs
New York
$4.47M -$105K -2,457 -2%
MAS
108
Madden Advisory Services
Florida
$4.43M +$76.6K +1,785 +2%
FBB
109
Fulton Breakefield Broenniman
Maryland
$4.35M +$367K +8,548 +9%
AWA
110
Arkadios Wealth Advisors
Georgia
$4.34M +$753K +17,555 +21%
CHC
111
City Holding Co
West Virginia
$4.33M -$58.3K -1,358 -1%
IP
112
Investment Partners
Ohio
$4.26M +$132K +3,088 +3%
SSWM
113
Smith Salley Wealth Management
North Carolina
$4.18M +$4.22M +98,276 New
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$4.17M +$321K +7,492 +8%
AC
115
Allstate Corporation
Illinois
$4.16M
CA
116
Clune & Associates
Illinois
$4.12M +$124K +2,888 +3%
OCM
117
One Capital Management
California
$4.07M +$437K +10,194 +12%
OL
118
Owen LaRue
Kentucky
$3.99M +$913K +21,279 +29%
ONB
119
Old National Bancorp
Indiana
$3.86M +$61.7K +1,437 +2%
AWM
120
Avior Wealth Management
Nebraska
$3.81M -$132K -3,078 -3%
WIA
121
World Investment Advisors
California
$3.8M +$1.83M +42,646 +91%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$3.76M +$113K +2,632 +3%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$3.74M +$1.32M +30,777 +54%
JE
124
JMAC Enterprises
Pennsylvania
$3.74M +$195K +4,554 +5%
ATPW
125
Ashton Thomas Private Wealth
Arizona
$3.71M +$832K +19,387 +29%

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.