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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
KFAA
176
Klaas Financial Asset Advisors
Illinois
$2.14M +$85.2K +2,013 +4%
AWA
177
Arete Wealth Advisors
Illinois
$2.13M +$111K +2,612 +6%
TA
178
TFB Advisors
Kansas
$2.11M -$163K -3,863 -7%
HOWA
179
Heritage Oak Wealth Advisors
Florida
$2.11M -$1.16M -27,526 -36%
SRSA
180
S.R. Schill & Associates
Washington
$2.11M +$63K +1,488 +3%
HWA
181
HCR Wealth Advisors
California
$2.11M -$92.6K -2,188 -4%
SA
182
Sanctuary Advisors
Indiana
$2.09M -$355K -8,395 -15%
JCIA
183
Jackson Creek Investment Advisors
Colorado
$2.06M -$16.2K -382 -0.8%
SA
184
Sovran Advisors
California
$2.04M +$550K +13,011 +37%
Pacer Advisors
185
Pacer Advisors
Pennsylvania
$2.03M
HA
186
Hofer & Associates
California
$2.02M -$67.3K -1,591 -3%
SIA
187
Strategic Investment Advisors
Michigan
$1.97M -$42.4K -1,003 -2%
GM
188
GeoWealth Management
Illinois
$1.96M +$458K +10,820 +31%
IFPL
189
Investments & Financial Planning LLC
Kentucky
$1.95M +$102K +2,404 +6%
PFS
190
Prospera Financial Services
Texas
$1.94M -$287K -6,794 -13%
WIA
191
World Investment Advisors
California
$1.93M -$1.89M -44,624 -50%
RWA
192
Rooted Wealth Advisors
Illinois
$1.92M +$243K +5,749 +15%
SMF
193
Scott Marsh Financial
Utah
$1.86M +$1.83M +43,177 New
IWM
194
IHT Wealth Management
Illinois
$1.85M -$77.3K -1,828 -4%
AI
195
AXS Investments
New York
$1.83M +$1.79M +42,396 New
MLM
196
Mount Lucas Management
Pennsylvania
$1.82M -$1.48K -35 -0.1%
NGA
197
Naples Global Advisors
Florida
$1.82M -$45.1K -1,065 -2%
EWM
198
Endowment Wealth Management
Wisconsin
$1.8M +$199K +4,695 +13%
KWM
199
Kingsview Wealth Management
Oregon
$1.77M +$164K +3,884 +10%
CAM
200
Cresset Asset Management
Illinois
$1.77M -$12.4K -292 -0.7%

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.