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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
MMA
126
Miracle Mile Advisors
California
$3.69M -$924K -21,533 -20%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$3.58M +$3.61M +84,201 New
VCM
128
Virtue Capital Management
Tennessee
$3.47M +$183K +4,254 +5%
FF
129
Friedenthal Financial
New Jersey
$3.44M +$469K +10,935 +16%
PAG
130
Private Advisor Group
New Jersey
$3.44M -$172K -4,000 -5%
SW
131
SVB Wealth
Massachusetts
$3.44M -$42.8K -997 -1%
WB
132
Webster Bank
Connecticut
$3.4M +$17.7K +412 +0.5%
PWG
133
Portside Wealth Group
Utah
$3.39M +$66.3K +1,546 +2%
MWM
134
Manske Wealth Management
Texas
$3.35M +$95.9K +2,234 +3%
PCG
135
Prosperity Consulting Group
Maryland
$3.27M -$234K -5,465 -7%
HOWA
136
Heritage Oak Wealth Advisors
Florida
$3.25M +$124K +2,901 +4%
Sumitomo Mitsui Trust Group
137
Sumitomo Mitsui Trust Group
Japan
$3.23M +$58.5K +1,363 +2%
PD
138
Planning Directions
Pennsylvania
$3.22M +$3.25M +75,733 New
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$3.08M -$5.44M -126,706 -64%
CAG
140
Csenge Advisory Group
Florida
$3.03M +$487K +11,340 +19%
IAS
141
Insigneo Advisory Services
Florida
$3.03M +$554K +12,912 +22%
GFG
142
Goldstone Financial Group
Illinois
$2.97M +$145K +3,386 +5%
HF
143
HRT Financial
New York
$2.97M +$323K +7,518 +12%
CFAM
144
Center For Asset Management
Florida
$2.94M +$510K +11,889 +21%
FFWM
145
Future Financial Wealth Management
Ohio
$2.85M +$164K +3,824 +6%
FIA
146
Foundations Investment Advisors
Arizona
$2.83M +$1.1M +25,608 +62%
PDL
147
Portfolio Design Labs
California
$2.77M -$36.6K -852 -1%
SPC
148
Sigma Planning Corp
Michigan
$2.73M +$623K +14,513 +29%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$2.71M -$302K -7,027 -10%
AA
150
Alesco Advisors
New York
$2.69M +$41.6K +970 +2%

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.