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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$550M +$11.4M +266,315 +2%
AssetMark Inc
2
AssetMark Inc
California
$424M +$72.3M +1,684,732 +20%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$389M +$23M +537,150 +6%
BlackRock
4
BlackRock
New York
$257M +$29.6M +689,048 +13%
GC
5
Grimes & Company
Massachusetts
$205M +$7.88M +183,627 +4%
JSTA
6
Japan Science & Technology Agency
Japan
$189M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$163M -$13.9M -324,034 -8%
Morgan Stanley
8
Morgan Stanley
New York
$108M -$5.05M -117,601 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$104M -$33.1M -770,432 -24%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$102M -$55.8M -1,300,000 -35%
Wealthfront Advisers
11
Wealthfront Advisers
California
$101M +$5.24M +122,045 +5%
LPL Financial
12
LPL Financial
California
$97M +$22.4M +521,698 +30%
NL
13
NEPC LLC
Massachusetts
$93.6M
Bank of America
14
Bank of America
North Carolina
$90.2M +$2.6M +60,670 +3%
TC
15
TownSquare Capital
Utah
$84.8M +$4.31M +100,502 +5%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$80.7M +$880K +20,502 +1%
OPAM
17
Ocean Park Asset Management
California
$69.2M
ACG
18
Arch Capital Group
Bermuda
$65.1M +$65.7M +1,531,250 New
Wells Fargo
19
Wells Fargo
California
$55.3M +$5.7M +132,895 +11%
Nomura Asset Management
20
Nomura Asset Management
Japan
$47.5M +$19.3M +450,400 +68%
SIS
21
Sound Income Strategies
Florida
$43.6M +$548K +12,776 +1%
BI
22
Bramshill Investments
Florida
$41.6M +$41.9M +977,660 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$38.8M +$7.26M +169,190 +23%
ACM
24
Advisors Capital Management
New Jersey
$35M -$2.64M -61,414 -7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$34.7M +$6.85M +159,611 +24%

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.