PIMCO 0-5 Year H/Y Corp. BondHYSETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 222 institutions reported holding PIMCO 0-5 Year H/Y Corp. Bond (HYS) in their 13F filings, down 8 from Q1 2025. 15 opened new positions and 30 sold out. The largest holders were Allianz Asset Management GmbH ($67.2M), Morgan Stanley ($65.9M) and Assetmark, Inc. ($61.3M). 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 (Q2 2025)
- CUSIP
- 72201R783
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $30.2M |
| Exits | 30 | $56.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,751,663 shares bought and 1,350,374 shares sold, net +2,401,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| Allianz Asset Management GmbH | 0.09% | Reduce -7.4% | 707,506 | $67.2M |
| Morgan Stanley | 0.00% | Add +4.0% | 693,838 | $65.9M |
| Assetmark, Inc. | 0.14% | Reduce -2.1% | 644,813 | $61.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.3% | 525,182 | $49.9M |
| JPMorgan Chase & Co. | 0.00% | Add +18.5% | 337,940 | $32.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.9% | 317,183 | $30.1M |
| Mid-American Wealth Advisory Group, Inc. | 14.26% | Add +1.4% | 315,569 | $30.0M |
| LPL Financial LLC | 0.01% | Add +21.2% | 293,665 | $27.9M |
| Cetera Investment Advisers | 0.04% | Add +1.5% | 267,732 | $25.4M |
| Cwm, LLC | 0.07% | Add +74.8% | 223,327 | $21.2M |
| OneDigital Investment Advisors LLC | 0.23% | Add +20.0% | 216,890 | $20.6M |
| UBS Group AG | 0.00% | Reduce -36.0% | 215,039 | $20.4M |
| Financial Management Professionals, Inc. | 2.27% | Reduce -4.5% | 211,899 | $20.1M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 184,724 | $17.6M |
| Osaic Holdings, Inc. | 0.03% | Add +157.5% | 177,030 | $16.7M |
| Wells Fargo & Company | 0.00% | Add +14.6% | 162,796 | $15.5M |
| Bleakley Financial Group, LLC | 0.39% | New | 159,883 | $15.2M |
| RMR Wealth Builders | 1.38% | Add +7.3% | 159,615 | $15.2M |
| TD Private Client Wealth LLC | 0.37% | Add +4.7% | 158,694 | $15.1M |
| Condor Capital Management | 1.26% | Add +5.8% | 152,331 | $14.5M |
| Bank of America Corp. | 0.00% | Reduce -7.4% | 150,398 | $14.3M |
| West Financial Advisors, LLC | 2.39% | Add +1.3% | 144,408 | $13.7M |
| Capital Management Associates, Inc | 3.98% | Reduce -48.8% | 132,121 | $12.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -17.1% | 125,065 | $11.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.8% | 117,834 | $11.2M |
| Man Group plc | 0.02% | Add +16.6% | 92,138 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 76,384 | $7.3M |
| Exencial Wealth Advisors, LLC | 0.23% | Reduce -19.8% | 67,622 | $6.4M |
| Graves Light Lenhart Wealth, Inc. | 0.71% | Reduce -1.6% | 62,535 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.2% | 59,979 | $5.7M |
| Great Valley Advisor Group, Inc. | 0.12% | New | 58,459 | $5.6M |
| Stifel Financial Corp. | 0.00% | Reduce -7.9% | 51,266 | $4.9M |
| Strategic Advocates LLC | 1.25% | Reduce -10.9% | 44,444 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -7.5% | 43,850 | $4.2M |
| BHK Investment Advisors, LLC | 1.56% | Add +1.9% | 41,850 | $4.0M |
| Seamount Financial Group Inc. | 1.98% | Add +7.1% | 40,617 | $3.9M |
| CreativeOne Wealth, LLC | 0.10% | Add +4.2% | 39,334 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Add +6.4% | 37,325 | $3.5M |
| Wealthspire Retirement, LLC | 0.23% | Reduce -1.9% | 37,274 | $3.5M |
| Financial & Tax Architects, LLC | 0.82% | Reduce -3.6% | 35,400 | $3.4M |
| Renaissance Technologies | 0.00% | Reduce -70.7% | 32,600 | $3.1M |
| Glass Jacobson Investment Advisors llc | 1.18% | Reduce -8.6% | 32,239 | $3.1M |
| Alternative Investment Advisors, LLC. | 1.48% | Reduce -5.1% | 31,301 | $3.0M |
| Proficio Capital Partners LLC | 0.18% | New | 2,897,779 | $2.9M |
| Coastline Trust Co | 0.34% | No change | 30,821 | $2.9M |
| Flputnam Investment Management Co. | 0.05% | Reduce -12.3% | 29,280 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +3.1% | 27,945 | $2.7M |
| Aspen Investment Management Inc | 1.10% | Add +2.0% | 27,538 | $2.6M |
| Authentikos Wealth Advisory, LLC | 1.78% | Add +37.5% | 26,990 | $2.6M |
| Valmark Advisers, Inc. | 0.04% | Add +2.5% | 26,914 | $2.6M |
| Compass Financial Group, Inc. | 1.28% | Reduce -1.1% | 26,774 | $2.5M |
| NewSquare Capital LLC | 0.19% | Add +23.1% | 26,482 | $2.5M |
| Friedenthal Financial | 1.29% | Add +10.5% | 24,685 | $2.3M |
| MML Investors Services, LLC | 0.01% | Reduce -27.0% | 22,131 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Add +3.1% | 21,723 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -43.2% | 20,776 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -42.1% | 20,600 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +9.1% | 20,118 | $1.9M |
| Wesbanco Bank Inc. | 0.06% | New | 19,968 | $1.9M |
| Adamsbrown Wealth Consultants LLC | 0.55% | Add +10.2% | 19,823 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -56.7% | 19,777 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +98.7% | 19,777 | $1.9M |
| Sage Rhino Capital LLC | 0.38% | Reduce -1.7% | 18,994 | $1.8M |
| National Bank of Canada | 0.00% | Add +226.3% | 18,456 | $1.8M |
| LexAurum Advisors, LLC | 0.28% | New | 18,261 | $1.7M |
| Viawealth, LLC | 1.02% | Reduce -8.0% | 18,128 | $1.7M |
| Bellecapital International Ltd. | 0.29% | No change | 17,276 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 16,635 | $1.6M |
| Barden Capital Management, Inc. | 1.22% | Reduce -6.0% | 14,597 | $1.4M |
| Financial Partners Group, Inc | 0.18% | New | 13,725 | $1.3M |
| IFG Advisory, LLC | 0.06% | Add +16.6% | 13,256 | $1.3M |
| North Dallas Bank & Trust Co. | 0.92% | — | 12,825 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.5% | 12,675 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +5.5% | 12,470 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.3% | 12,296 | $1.2M |
| Stokes Capital Advisors, LLC | 0.26% | Add +36.0% | 11,385 | $1.1M |
| PAX Financial Group, LLC | 0.20% | Reduce -18.5% | 11,277 | $1.1M |
| Curtis Advisory Group, LLC | 0.26% | Add +9.1% | 11,003 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -89.2% | 10,470 | $995K |
| Parr McKnight Wealth Management Group, LLC | 0.14% | Add +18.0% | 10,411 | $989K |
| TD Waterhouse Canada Inc. | 0.01% | Add +12.0% | 10,388 | $980K |
| GeoWealth Management, LLC | 0.04% | Add +1.0% | 10,269 | $976K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.1% | 10,128 | $962K |
| Allianz Investment Management U.S. LLC | 0.04% | No change | 9,977 | $948K |
| Milestone Asset Management, LLC | 0.20% | Reduce -76.7% | 9,938 | $944K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 9,605 | $913K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -2.8% | 9,420 | $895K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.1% | 9,087 | $859K |
| Howard Wealth Management, LLC | 0.41% | Add +10.2% | 8,460 | $804K |
| SOL Capital Management CO | 0.08% | Reduce -8.3% | 8,443 | $802K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 8,410 | $799K |
| &partners | 0.01% | Add +9.9% | 8,863 | $790K |
| Pinnacle Bancorp, Inc. | 0.23% | Reduce -0.6% | 7,781 | $739K |
| Bank of New York Mellon Corp | 0.00% | Add +13.8% | 7,780 | $739K |
| GTS Securities LLC | 0.03% | New | 7,600 | $722K |
| Milestones Private Investment Advisors LLC | 0.52% | — | 7,379 | $701K |
| Argent Trust Co | 0.03% | Reduce -10.4% | 7,374 | $701K |
| World Investment Advisors | 0.02% | Reduce -8.2% | 7,209 | $685K |
| Independent Financial Group, LLC | 0.02% | Reduce -2.7% | 7,206 | $685K |
| TFG Advisers LLC | 0.23% | Add +3.1% | 7,030 | $668K |
"% 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.