iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q1 2025 (March 31)532holders −11
51new positions
53sold out
2famous investors
$42.51avg. 13F price*
At the end of Q1 2025, 532 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, down 11 from Q4 2024. 51 opened new positions and 53 sold out. The largest holders were Royal Bank of Canada ($549.9M), Assetmark, Inc. ($424.0M) and Empower Advisory Group, LLC ($388.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares 0-5 YR HY Corp. Bond
- CUSIP
- 46434V407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $153.6M |
| Exits | 53 | $139.4M |
All 13F filers, Q4 2024 → Q1 2025: 11,360,378 shares bought and 8,271,441 shares sold, net +3,088,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 532 holders
| Royal Bank of Canada | 0.12% | Add +2.1% | 12,933,267 | $549.9M |
| Assetmark, Inc. | 1.16% | Add +20.3% | 9,972,904 | $424.0M |
| Empower Advisory Group, LLC | 1.27% | Add +6.3% | 9,137,346 | $388.5M |
| BlackRock, Inc. | 0.01% | Add +12.9% | 6,043,665 | $257.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 6.34% | Add +4.0% | 4,821,058 | $205.0M |
| Japan Science & Technology Agency | 2.91% | No change | 4,450,000 | $189.2M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -7.8% | 3,835,057 | $163.1M |
| Morgan Stanley | 0.01% | Reduce -4.4% | 2,530,652 | $107.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -23.9% | 2,455,751 | $104.4M |
| State of New Jersey Common Pension Fund D | 0.46% | Reduce -35.1% | 2,403,519 | $102.2M |
| Wealthfront Advisers LLC | 0.27% | Add +5.4% | 2,382,422 | $101.3M |
| LPL Financial LLC | 0.04% | Add +29.7% | 2,280,862 | $97.0M |
| Nepc LLC | 2.59% | No change | 2,200,963 | $93.6M |
| Bank of America Corp. | 0.01% | Add +2.9% | 2,120,876 | $90.2M |
| Townsquare Capital LLC | 0.90% | Add +5.3% | 1,994,750 | $84.8M |
| Mercer Global Advisors Inc. | 0.18% | Add +1.1% | 1,904,915 | $80.7M |
| Ocean Park Asset Management, LLC | 2.46% | No change | 1,628,000 | $69.2M |
| Arch Capital Group LTD. | 18.16% | New | 1,531,250 | $65.1M |
| Wells Fargo & Company | 0.01% | Add +11.4% | 1,299,529 | $55.3M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +67.5% | 1,117,600 | $47.5M |
| Sound Income Strategies, LLC | 2.57% | Add +1.3% | 1,024,512 | $43.6M |
| Bramshill Investments, LLC | 4.24% | New | 977,660 | $41.6M |
| Cetera Investment Advisers | 0.08% | Add +22.8% | 911,999 | $38.8M |
| Advisors Capital Management, LLC | 0.54% | Reduce -6.9% | 823,381 | $35.0M |
| Bank of New York Mellon Corp | 0.01% | Add +24.3% | 815,251 | $34.7M |
| Gallagher Fiduciary Advisors, LLC | 1.11% | Add +0.1% | 790,920 | $33.6M |
| UBS Group AG | 0.01% | Add +2.1% | 787,523 | $33.5M |
| Atria Investments, Inc | 0.42% | Reduce -0.9% | 762,828 | $32.4M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 709,677 | $30.2M |
| Mariner, LLC | 0.05% | Add +3.2% | 657,489 | $28.0M |
| Greystone Financial Group, LLC | 5.00% | Reduce -3.8% | 647,491 | $27.5M |
| Motley Fool Wealth Management, LLC | 1.61% | Add +83.1% | 640,052 | $27.2M |
| Creative Planning | 0.02% | Add +4.1% | 557,443 | $23.7M |
| Betterment LLC | 0.05% | Add +35.2% | 541,388 | $23.0M |
| HighTower Advisors, LLC | 0.03% | Add +7.9% | 498,209 | $21.2M |
| Baker Avenue Asset Management, LP | 0.64% | Add +2.1% | 482,752 | $20.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 447,528 | $19.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -21.8% | 441,859 | $18.8M |
| Financial Gravity Asset Management, Inc. | 4.10% | — | 441,866 | $18.8M |
| MML Investors Services, LLC | 0.06% | Reduce -1.2% | 429,538 | $18.3M |
| Ninety One UK Ltd | 0.05% | No change | 423,751 | $18.0M |
| Matthew Goff Investment Advisor, LLC | 3.32% | Reduce -1.2% | 423,298 | $18.0M |
| Mader & Shannon Wealth Management, Inc. | 9.99% | Add +22.8% | 411,869 | $17.5M |
| Financial Advisory Partners, LLC | 5.70% | Reduce -32.4% | 400,892 | $17.0M |
| High Probability Advisors, LLC | 2.77% | Add +6.1% | 391,200 | $16.6M |
| Pathstone Holdings, LLC | 0.07% | Reduce -42.0% | 390,360 | $16.6M |
| Ameriprise Financial Inc. | 0.00% | Add +20.6% | 379,677 | $16.1M |
| MAI Capital Management | 0.12% | Reduce -1.3% | 373,749 | $15.9M |
| Truist Financial Corp. | 0.02% | Add +1.3% | 341,813 | $14.5M |
| Stifel Financial Corp. | 0.01% | Add +3.4% | 332,330 | $14.1M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Add +5.2% | 319,739 | $13.6M |
| Trivium Point Advisory, LLC | 1.66% | Reduce -2.7% | 314,468 | $13.4M |
| KilterHowling LLC | 8.41% | Reduce -47.7% | 308,453 | $13.0M |
| RiverFront Investment Group, LLC | 0.28% | Add +7.8% | 299,899 | $12.8M |
| Cascade Wealth Advisors, Inc | 8.63% | Add +12.0% | 299,888 | $12.5M |
| Atwood & Palmer Inc. | 0.84% | Add +0.3% | 286,023 | $12.2M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -13.6% | 269,843 | $11.5M |
| Gibbs Wealth Management | 2.75% | Add +8.7% | 267,901 | $11.4M |
| Sweeney & Michel, LLC | 4.90% | — | 274,117 | $11.2M |
| Retirement Financial Solutions, LLC | 4.29% | Add +18.8% | 258,984 | $11.0M |
| Renaissance Technologies | 0.02% | Add +12.4% | 254,100 | $10.8M |
| Legacy Financial Group LLC | 1.62% | Add +0.7% | 247,630 | $10.5M |
| Freestate Advisors LLC | 10.34% | Add +32.8% | 245,172 | $10.4M |
| Members Advisory Group LLC | 4.30% | Add +3.7% | 242,121 | $10.3M |
| Partners Value Investments L.P. | 0.12% | No change | 241,302 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Add +90.7% | 239,759 | $10.2M |
| Merit Financial Group, LLC | 0.15% | Add +1.3% | 232,350 | $9.9M |
| Waterloo Capital, L.P. | 0.91% | Add +7.1% | 230,331 | $9.8M |
| Integrated Wealth Concepts LLC | 0.11% | Add +63.9% | 227,191 | $9.7M |
| Peak Financial Management, Inc. | 2.87% | Add +3.1% | 225,761 | $9.6M |
| Jane Street Group, LLC | 0.02% | Add +144.7% | 217,196 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +19.7% | 215,439 | $9.2M |
| Kitching Partners, LLC | 10.52% | Reduce -0.3% | 214,639 | $9.1M |
| Ascent Group, LLC | 0.39% | Add +50.0% | 212,865 | $9.1M |
| Powers Advisory Group, LLC | 4.30% | Add +1.3% | 212,346 | $9.0M |
| Scotia Capital Inc. | 0.05% | Add +495.6% | 200,205 | $8.5M |
| Capstone Investment Advisors, LLC | 0.10% | New | 198,101 | $8.4M |
| Mgo One Seven LLC | 0.32% | Add +12.2% | 194,629 | $8.3M |
| Fairview Capital Investment Management, LLC | 0.42% | Reduce -2.8% | 187,987 | $8.0M |
| Blue Barn Wealth, LLC | 3.93% | Add +4.9% | 177,327 | $7.5M |
| Courier Capital LLC | 0.49% | Add +1.7% | 176,234 | $7.5M |
| Graypoint LLC | 0.46% | Add +32.5% | 174,228 | $7.4M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -0.5% | 173,677 | $7.4M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -11.5% | 169,323 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.6% | 168,688 | $7.2M |
| Summit Wealth Partners, LLC | 1.42% | Reduce -14.1% | 165,148 | $7.0M |
| My Legacy Advisors, LLC | 2.70% | Add +4.9% | 164,598 | $7.0M |
| Little Harbor Advisors, LLC | 4.17% | No change | 158,896 | $6.8M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -0.0% | 154,965 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.1% | 154,594 | $6.6M |
| Clearstead Advisors, LLC | 0.10% | Add +0.1% | 152,955 | $6.5M |
| Curtis Advisory Group, LLC | 1.89% | Add +0.3% | 151,196 | $6.4M |
| Towercrest Capital Management | 1.15% | Reduce -3.5% | 141,842 | $6.0M |
| Integrity Alliance, Llc. | 0.24% | Add +26.3% | 139,802 | $5.9M |
| Hudock, Inc. | 0.94% | Add +7.2% | 125,905 | $5.4M |
| Adell Harriman & Carpenter Inc. | 0.40% | Reduce -6.8% | 125,616 | $5.3M |
| Tidal Investments LLC | 0.04% | Add +98.9% | 124,197 | $5.2M |
| Redhawk Wealth Advisors, Inc. | 0.68% | Add +21.7% | 119,614 | $5.1M |
| Level Financial Advisors | 1.73% | Add +0.8% | 119,598 | $5.1M |
| David Kennon Inc | 1.99% | Reduce -0.1% | 117,690 | $5.0M |
"% of holder's portfolio" is SHYG's weight in each manager's 13F, not the share of iShares 0-5 YR HY Corp. Bond the manager owns.