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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
GWMR
201
GC Wealth Management RIA
Massachusetts
$1.76M +$1.09M +25,849 +173%
SS
202
Sunbelt Securities
Texas
$1.76M +$1.66M +39,341 +2,019%
BCI
203
Blue Capital Inc
Nebraska
$1.76M +$1.72M +40,763 New
AC
204
Addison Capital
Pennsylvania
$1.75M +$381K +9,011 +29%
DLCIG
205
D.L. Carlson Investment Group
New Hampshire
$1.72M -$115K -2,730 -6%
EGM
206
Engineers Gate Manager
New York
$1.71M +$183K +4,323 +12%
AFG
207
Atomi Financial Group
New York
$1.67M +$424K +10,016 +35%
LTI
208
Laffer Tengler Investments
Tennessee
$1.61M -$52.5K -1,241 -3%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$1.61M +$38.9K +920 +3%
PP
210
Prudential plc
United Kingdom
$1.6M -$55K -1,300 -3%
AWS
211
Atria Wealth Solutions
New York
$1.59M -$5.61M -132,514 -78%
CPIG
212
Chicago Partners Investment Group
Illinois
$1.59M +$248K +5,865 +19%
FPAS
213
Focus Partners Advisor Solutions
Missouri
$1.56M +$247K +5,829 +19%
DWM
214
Diversify Wealth Management
Utah
$1.55M -$141K -3,326 -8%
FFA
215
Farther Finance Advisors
California
$1.54M +$181K +4,280 +14%
BPA
216
Beacon Pointe Advisors
California
$1.54M -$255K -6,035 -14%
DAS
217
Diversify Advisory Services
Utah
$1.51M +$591K +13,971 +66%
PA
218
PFG Advisors
Arizona
$1.5M +$292K +6,892 +25%
CAL
219
Capital Analysts LLC
Pennsylvania
$1.5M -$48.7K -1,152 -3%
SIMC
220
Squire Investment Management Company
Utah
$1.5M +$247K +5,845 +20%
TWM
221
TriaGen Wealth Management
California
$1.47M +$70.5K +1,667 +5%
WFC
222
Western Financial Corp
California
$1.47M +$6.81K +161 +0.5%
TFIPS
223
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.44M
AWM
224
Alterna Wealth Management
Texas
$1.43M -$213K -5,043 -13%
AA
225
ArborFi Advisors
Michigan
$1.43M +$27.6K +653 +2%

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.