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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
NYLIM
151
New York Life Investment Management
New York
$2.68M -$6.82M -158,875 -72%
UCFA
152
United Capital Financial Advisors
Texas
$2.62M -$1.92M -44,637 -42%
CI Investments Inc
153
CI Investments Inc
Ontario, Canada
$2.55M +$2.57M +60,000 New
GAA
154
Guardian Asset Advisors
Pennsylvania
$2.47M +$87.2K +2,032 +4%
GKWIM
155
Gerber Kawasaki Wealth & Investment Management
California
$2.47M +$1.41M +32,829 +130%
AIA
156
Alternative Investment Advisors
Florida
$2.44M -$109K -2,550 -4%
SA
157
Sanctuary Advisors
Indiana
$2.42M +$15.6K +364 +0.6%
ISWM
158
Independent Solutions Wealth Management
New York
$2.39M +$195K +4,553 +9%
EH
159
Equitable Holdings
New York
$2.38M -$718K -16,742 -23%
Prudential Financial
160
Prudential Financial
New Jersey
$2.36M -$54.1K -1,261 -2%
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$2.34M +$2.36M +55,000 New
OMC
162
Old Mission Capital
Illinois
$2.25M +$2.27M +52,965 New
TA
163
TFB Advisors
Kansas
$2.24M +$354K +8,256 +19%
PFS
164
Prospera Financial Services
Texas
$2.21M -$3.28M -76,425 -60%
HWA
165
HCR Wealth Advisors
California
$2.17M
TCCM
166
Timber Creek Capital Management
Massachusetts
$2.13M +$2.14M +49,992 New
PIA
167
Pinion Investment Advisors
Kansas
$2.11M +$1.11M +25,806 +108%
1IA
168
1834 Investment Advisors
Wisconsin
$2.1M +$394K +9,173 +23%
EWA
169
Etesian Wealth Advisors
Oregon
$2.09M +$309K +7,206 +17%
HA
170
Hofer & Associates
California
$2.06M +$44.1K +1,027 +2%
JCIA
171
Jackson Creek Investment Advisors
Colorado
$2.05M +$20K +465 +1%
EL
172
Essex LLC
Illinois
$2.04M -$21.3K -496 -1%
CA
173
Continuum Advisory
Idaho
$2.03M +$104K +2,419 +5%
KFAA
174
Klaas Financial Asset Advisors
Illinois
$2.02M +$106K +2,475 +5%
SRSA
175
S.R. Schill & Associates
Washington
$2.02M +$116K +2,707 +6%

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.