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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
RWA
101
Redhawk Wealth Advisors
Minnesota
$4.99M -$171K -4,043 -3%
CW
102
CreativeOne Wealth
Kansas
$4.97M +$377K +8,916 +8%
SIC
103
Sigma Investment Counselors
Michigan
$4.95M -$20.5K -484 -0.4%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$4.85M +$3.15M +74,375 +195%
AWA
105
Arkadios Wealth Advisors
Georgia
$4.85M +$441K +10,413 +10%
LFA
106
Level Financial Advisors
New York
$4.83M -$324K -7,652 -6%
AWMG
107
Alliance Wealth Management Group
New Jersey
$4.79M +$1.82K +43 +0%
IA
108
Integrity Alliance
Iowa
$4.76M -$1.25M -29,569 -21%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$4.69M +$466K +11,018 +11%
SAG
110
SageView Advisory Group
California
$4.65M +$21.3K +504 +0.5%
IP
111
Investment Partners
Ohio
$4.62M +$295K +6,976 +7%
GKWIM
112
Gerber Kawasaki Wealth & Investment Management
California
$4.54M +$2M +47,268 +81%
MAS
113
Madden Advisory Services
Florida
$4.47M -$22.3K -526 -0.5%
CA
114
Clune & Associates
Illinois
$4.42M +$232K +5,483 +6%
RWM
115
Ritholtz Wealth Management
New York
$4.4M +$2.86M +67,640 +197%
CHC
116
City Holding Co
West Virginia
$4.36M -$26.8K -634 -0.6%
Goldman Sachs
117
Goldman Sachs
New York
$4.28M -$246K -5,820 -6%
SSWM
118
Smith Salley Wealth Management
North Carolina
$4.26M +$15.6K +368 +0.4%
KPWS
119
Kestra Private Wealth Services
Texas
$4.14M +$2.47M +58,482 +156%
CCA
120
Childress Capital Advisors
Texas
$4.14M +$4.06M +95,872 New
JE
121
JMAC Enterprises
Pennsylvania
$4.05M +$246K +5,807 +7%
ONB
122
Old National Bancorp
Indiana
$4.04M +$120K +2,838 +3%
OCM
123
One Capital Management
California
$4M -$125K -2,946 -3%
CPBTD
124
Central Pacific Bank - Trust Division
Hawaii
$3.99M +$3.49M +82,535 +833%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$3.97M +$170K +4,017 +5%

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.