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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
CAL
201
Capital Analysts LLC
Pennsylvania
$1.52M +$49.3K +1,150 +3%
EGM
202
Engineers Gate Manager
New York
$1.51M +$1.08M +25,234 +248%
WA
203
Waverly Advisors
Alabama
$1.5M -$24.6K -574 -2%
VAG
204
VisionPoint Advisory Group
Texas
$1.49M +$128K +2,990 +9%
GM
205
GeoWealth Management
Illinois
$1.47M +$1.34M +31,168 +916%
RWM
206
Ritholtz Wealth Management
New York
$1.46M -$4.94M -115,194 -77%
WFAG
207
Worth Financial Advisory Group
North Carolina
$1.45M -$32.7K -763 -2%
SA
208
Sovran Advisors
California
$1.45M +$107K +2,499 +8%
RFS
209
Richardson Financial Services
Massachusetts
$1.45M -$123K -2,865 -8%
PCIA
210
Prime Capital Investment Advisors
Kansas
$1.44M +$175K +4,080 +14%
WFC
211
Western Financial Corp
California
$1.44M -$108K -2,511 -7%
TFIPS
212
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.42M +$1.44M +33,500 New
TSS
213
Two Sigma Securities
New York
$1.4M +$1.42M +33,011 New
ITB
214
Idaho Trust Bank
Idaho
$1.39M +$1.4M +32,686 New
JIP
215
Jaffetilchin Investment Partners
Florida
$1.38M +$33.3K +775 +2%
TWM
216
TriaGen Wealth Management
California
$1.38M +$173K +4,026 +14%
AA
217
ArborFi Advisors
Michigan
$1.38M +$39.7K +925 +3%
FCBT
218
First Citizens Bank & Trust
North Carolina
$1.36M +$223K +5,197 +19%
FHB
219
First Hawaiian Bank
Hawaii
$1.34M -$4.74M -110,489 -78%
AC
220
Addison Capital
Pennsylvania
$1.34M +$214K +4,986 +19%
FFA
221
Farther Finance Advisors
California
$1.33M +$595K +13,865 +79%
CPIG
222
Chicago Partners Investment Group
Illinois
$1.31M +$230K +5,354 +21%
Corient Private Wealth
223
Corient Private Wealth
Florida
$1.29M +$41.2K +961 +3%
FPAS
224
Focus Partners Advisor Solutions
Missouri
$1.29M +$299K +6,980 +30%
JBA
225
Johnson Bixby & Associates
Washington
$1.28M +$48.4K +1,127 +4%

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.