We are live on ! Find out more
SHYG icon

iShares 0-5 Year High Yield Corporate Bond ETF

542 hedge funds and large institutions have $5.42B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 268 increasing their positions, 144 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 144

43% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $4.98B → $5.42B (+$438M)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2% more funds holding

Funds holding: 533542 (+9)

2.27% less ownership

Funds ownership: 75.74%73.47% (-2.3%)

Holders
542
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
7.11%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
70
Increased
268
Reduced
144
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Alexis Investment Partners
Texas
$5.58M +$2.5M +58,085 +82%
AWA
102
Arkadios Wealth Advisors
Georgia
$5.49M +$621K +14,426 +13%
SAS
103
Sage Advisory Services
Texas
$5.47M +$85.4K +1,984 +2%
GKWIM
104
Gerber Kawasaki Wealth & Investment Management
California
$5.43M +$867K +20,142 +19%
CW
105
CreativeOne Wealth
Kansas
$5.42M +$427K +9,914 +9%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$5.24M +$372K +8,629 +8%
CC
107
Courier Capital
New York
$5.23M +$110K +2,559 +2%
IA
108
Integrity Alliance
Iowa
$5.16M +$382K +8,870 +8%
RWA
109
Redhawk Wealth Advisors
Minnesota
$5.14M +$132K +3,056 +3%
AWMG
110
Alliance Wealth Management Group
New Jersey
$5.03M +$223K +5,177 +5%
MAS
111
Madden Advisory Services
Florida
$5.01M +$526K +12,212 +12%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$5M +$307K +7,137 +7%
LFA
113
Level Financial Advisors
New York
$5M +$148K +3,434 +3%
IP
114
Investment Partners
Ohio
$4.99M +$349K +8,117 +8%
WAMC
115
Western Asset Management Company
California
$4.91M -$2.23M -51,900 -31%
SIC
116
Sigma Investment Counselors
Michigan
$4.86M -$110K -2,555 -2%
AHC
117
Adell Harriman & Carpenter
Texas
$4.81M -$474K -11,003 -9%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$4.73M +$745K +17,294 +19%
Goldman Sachs
119
Goldman Sachs
New York
$4.69M +$390K +9,051 +9%
SAG
120
SageView Advisory Group
California
$4.63M -$50.1K -1,163 -1%
PD
121
Planning Directions
Pennsylvania
$4.62M +$979K +22,735 +27%
SSWM
122
Smith Salley Wealth Management
North Carolina
$4.53M +$253K +5,879 +6%
CA
123
Clune & Associates
Illinois
$4.4M -$37.1K -862 -0.8%
CHC
124
City Holding Co
West Virginia
$4.4M +$20.6K +479 +0.5%
JE
125
JMAC Enterprises
Pennsylvania
$4.3M +$237K +5,516 +6%