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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$590M +$31M +733,445 +6%
AssetMark Inc
2
AssetMark Inc
California
$449M +$18M +424,368 +4%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$418M +$23.3M +550,128 +6%
BlackRock
4
BlackRock
New York
$261M +$139K +3,289 +0.1%
JSTA
5
Japan Science & Technology Agency
Japan
$192M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$173M +$65.7M +1,552,427 +63%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$137M -$28.2M -667,733 -17%
Morgan Stanley
8
Morgan Stanley
New York
$130M +$20.3M +479,318 +19%
LPL Financial
9
LPL Financial
California
$112M +$13.1M +308,641 +14%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$104M
Bank of America
11
Bank of America
North Carolina
$101M +$9.43M +222,888 +11%
Wealthfront Advisers
12
Wealthfront Advisers
California
$101M -$1.8M -42,618 -2%
NL
13
NEPC LLC
Massachusetts
$94.9M
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$77.6M -$4.39M -103,744 -5%
BI
15
Bramshill Investments
Florida
$76M +$33.2M +783,821 +80%
OPAM
16
Ocean Park Asset Management
California
$69.2M
ACG
17
Arch Capital Group
Bermuda
$66.1M
Wells Fargo
18
Wells Fargo
California
$62.6M +$6.37M +150,478 +12%
Nomura Asset Management
19
Nomura Asset Management
Japan
$61.8M +$13.3M +314,300 +28%
RIG
20
RiverFront Investment Group
Virginia
$52.5M +$38.8M +917,031 +306%
Osaic Holdings
21
Osaic Holdings
Arizona
$50.2M +$31M +732,422 +166%
Raymond James Financial
22
Raymond James Financial
Florida
$49.5M +$18.6M +438,520 +62%
SIS
23
Sound Income Strategies
Florida
$44M -$182K -4,298 -0.4%
PC
24
Permanens Capital
New York
$38M +$37.3M +881,749 New
ACM
25
Advisors Capital Management
New Jersey
$37.7M +$2.15M +50,913 +6%

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.