PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q1 2025 (March 31)230holders −7
22new positions
28sold out
2famous investors
$93.65avg. 13F price*
At the end of Q1 2025, 230 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, down 7 from Q4 2024. 22 opened new positions and 28 sold out. The largest holders were Allianz Asset Management GmbH ($71.6M), Morgan Stanley ($62.5M) and Assetmark, Inc. ($61.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO 0-5 Year H/Y Corp. Bond
- Filed as
- PIMCO ETF TR (Q1 2025)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $39.5M |
| Exits | 28 | $35.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,904,968 shares bought and 720,244 shares sold, net +1,184,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| Allianz Asset Management GmbH | 0.11% | Add +945.2% | 764,247 | $71.6M |
| Morgan Stanley | 0.00% | Add +2.4% | 666,931 | $62.5M |
| Assetmark, Inc. | 0.17% | Reduce -1.1% | 658,876 | $61.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -11.4% | 503,469 | $47.2M |
| UBS Group AG | 0.01% | Reduce -1.2% | 335,849 | $31.5M |
| Mid-American Wealth Advisory Group, Inc. | 15.64% | Add +5.8% | 311,329 | $29.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.0% | 305,322 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Add +68.8% | 285,261 | $26.7M |
| Cetera Investment Advisers | 0.05% | Reduce -14.7% | 263,825 | $24.7M |
| Capital Management Associates, Inc | 5.47% | Add +117.4% | 258,042 | $24.2M |
| LPL Financial LLC | 0.01% | Add +23.0% | 242,330 | $22.7M |
| Financial Management Professionals, Inc. | 2.66% | Add +3.0% | 221,971 | $20.8M |
| Jane Street Group, LLC | 0.03% | New | 193,570 | $18.1M |
| Royal Bank of Canada | 0.00% | Add +24.2% | 182,394 | $17.1M |
| OneDigital Investment Advisors LLC | 0.20% | Add +4.0% | 180,698 | $16.9M |
| Bank of America Corp. | 0.00% | Add +13.5% | 162,429 | $15.2M |
| TD Private Client Wealth LLC | 0.39% | Add +8.6% | 151,520 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.1% | 150,844 | $14.1M |
| RMR Wealth Builders | 1.47% | Add +4.5% | 148,784 | $13.9M |
| Condor Capital Management | 1.26% | Add +0.4% | 143,917 | $13.5M |
| West Financial Advisors, LLC | 2.54% | Add +1.6% | 142,590 | $13.4M |
| Wells Fargo & Company | 0.00% | Add +16.2% | 142,063 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Add +73.2% | 141,560 | $13.3M |
| Cwm, LLC | 0.05% | Add +0.1% | 127,795 | $12.0M |
| One Capital Management, LLC | 0.40% | Add +38.3% | 124,654 | $11.7M |
| Renaissance Technologies | 0.02% | Reduce -5.3% | 111,300 | $10.4M |
| Citadel Advisors | 0.01% | New | 97,319 | $9.1M |
| Exencial Wealth Advisors, LLC | 0.29% | Add +4.1% | 84,332 | $7.9M |
| Man Group plc | 0.02% | Reduce -9.2% | 79,043 | $7.4M |
| Raymond James Financial Inc. | 0.00% | Add +47.3% | 71,912 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -33.5% | 68,741 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.9% | 63,917 | $6.0M |
| Graves Light Lenhart Wealth, Inc. | 0.73% | Reduce -11.7% | 63,540 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +18.4% | 55,644 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -22.2% | 50,135 | $4.7M |
| Strategic Advocates LLC | 1.62% | Reduce -51.5% | 49,889 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +918.4% | 47,425 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +26.4% | 45,643 | $4.3M |
| Milestone Asset Management, LLC | 0.85% | Add +912.8% | 42,589 | $4.0M |
| BHK Investment Advisors, LLC | 1.63% | Add +16.1% | 41,050 | $3.8M |
| Wealthspire Retirement, LLC | 0.28% | Add +12.1% | 38,007 | $3.6M |
| Seamount Financial Group Inc. | 2.42% | Add +16.5% | 37,912 | $3.6M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -0.6% | 37,762 | $3.5M |
| Tennessee Valley Asset Management Partners | 0.56% | Reduce -2.2% | 36,912 | $3.5M |
| Financial & Tax Architects, LLC | 0.86% | Add +5.0% | 36,728 | $3.4M |
| Merit Financial Group, LLC | 0.05% | Reduce -6.2% | 36,565 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.1% | 35,600 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.08% | No change | 35,253 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +32.9% | 35,066 | $3.3M |
| Flputnam Investment Management Co. | 0.06% | New | 33,389 | $3.1M |
| Alternative Investment Advisors, LLC. | 1.63% | Reduce -7.8% | 32,988 | $3.1M |
| Coastline Trust Co | 0.36% | No change | 30,821 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +42.7% | 30,306 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +34.3% | 27,101 | $2.5M |
| Compass Financial Group, Inc. | 1.30% | Reduce -1.1% | 27,080 | $2.5M |
| Aspen Investment Management Inc | 1.17% | Add +0.5% | 26,988 | $2.5M |
| Valmark Advisers, Inc. | 0.04% | Reduce -1.3% | 26,247 | $2.5M |
| Friedenthal Financial | 1.25% | Add +12.8% | 22,334 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -7.8% | 22,332 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 22,036 | $2.1M |
| Atria Investments, Inc | 0.03% | Reduce -9.6% | 22,275 | $2.1M |
| NewSquare Capital LLC | 0.16% | Add +28.1% | 21,504 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Add +12.1% | 21,067 | $2.0M |
| Viawealth, LLC | 1.14% | Add +4.3% | 19,705 | $1.8M |
| Authentikos Wealth Advisory, LLC | 1.44% | New | 19,632 | $1.8M |
| Sage Rhino Capital LLC | 0.42% | Add +2.6% | 19,331 | $1.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -0.2% | 18,436 | $1.7M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -18.9% | 18,111 | $1.7M |
| Adamsbrown Wealth Consultants LLC | 0.53% | Add +10.8% | 17,987 | $1.7M |
| Bellecapital International Ltd. | 0.32% | No change | 17,276 | $1.6M |
| South Plains Financial, Inc. | 1.24% | Reduce -1.1% | 16,969 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -3.6% | 16,635 | $1.6M |
| Barden Capital Management, Inc. | 1.29% | Add +2.7% | 15,520 | $1.5M |
| Price Capital Management, Inc. | 3.53% | New | 15,000 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -26.5% | 13,941 | $1.3M |
| PAX Financial Group, LLC | 0.23% | Add +2.4% | 13,832 | $1.3M |
| MainStreet Investment Advisors LLC | 0.18% | Reduce -15.2% | 13,542 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.9% | 12,998 | $1.2M |
| Visionary Wealth Advisors | 0.07% | Add +1.4% | 12,871 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -0.5% | 11,815 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -16.8% | 11,549 | $1.1M |
| Financial Futures Ltd Liability Co. | 0.61% | Reduce -40.9% | 11,443 | $1.1M |
| IFG Advisory, LLC | 0.06% | Add +0.7% | 11,373 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.8% | 11,462 | $1.0M |
| Global Assets Advisory, LLC | 0.18% | Add +210.3% | 10,413 | $954K |
| GeoWealth Management, LLC | 0.04% | Reduce -2.1% | 10,164 | $952K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.1% | 10,119 | $948K |
| Curtis Advisory Group, LLC | 0.28% | Add +6.3% | 10,085 | $945K |
| Jones Financial Companies LLLP | 0.00% | Add +171.8% | 9,955 | $931K |
| Allianz Investment Management U.S. LLC | 0.05% | No change | 9,977 | $919K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,782 | $916K |
| Koshinski Asset Management, Inc. | 0.08% | New | 9,692 | $908K |
| Hoxton Planning & Management, LLC | 0.34% | Reduce -6.0% | 9,461 | $886K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -8.1% | 9,274 | $865K |
| SOL Capital Management CO | 0.10% | Reduce -2.6% | 9,208 | $862K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.6% | 8,840 | $828K |
| Parr McKnight Wealth Management Group, LLC | 0.12% | New | 8,824 | $826K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +56.9% | 8,410 | $788K |
| Stokes Capital Advisors, LLC | 0.20% | Reduce -34.1% | 8,368 | $784K |
| Argent Trust Co | 0.03% | Add +4.1% | 8,232 | $771K |
"% of holder's portfolio" is HYS's weight in each manager's 13F, not the share of PIMCO 0-5 Year H/Y Corp. Bond the manager owns.