iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q2 2025 (June 30)534holders +2
54new positions
55sold out
2famous investors
$43.12avg. 13F price*
At the end of Q2 2025, 534 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 2 from Q1 2025. 54 opened new positions and 55 sold out. The largest holders were Royal Bank of Canada ($589.6M), Assetmark, Inc. ($448.5M) and Empower Advisory Group, LLC ($417.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $172.6M |
| Exits | 55 | $99.7M |
All 13F filers, Q1 2025 → Q2 2025: 14,238,738 shares bought and 13,955,858 shares sold, net +282,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Royal Bank of Canada | 0.11% | Add +5.7% | 13,666,712 | $589.6M |
| Assetmark, Inc. | 1.06% | Add +4.3% | 10,397,272 | $448.5M |
| Empower Advisory Group, LLC | 1.25% | Add +6.0% | 9,687,474 | $417.9M |
| BlackRock, Inc. | 0.01% | Add +0.1% | 6,046,954 | $260.9M |
| Japan Science & Technology Agency | 3.05% | No change | 4,450,000 | $192.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +63.2% | 4,008,178 | $172.9M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -17.4% | 3,167,324 | $136.6M |
| Morgan Stanley | 0.01% | Add +18.9% | 3,009,970 | $129.9M |
| LPL Financial LLC | 0.04% | Add +13.5% | 2,589,503 | $111.7M |
| State of New Jersey Common Pension Fund D | 0.40% | No change | 2,403,519 | $103.7M |
| Bank of America Corp. | 0.01% | Add +10.5% | 2,343,764 | $101.1M |
| Wealthfront Advisers LLC | 0.26% | Reduce -1.8% | 2,339,804 | $100.9M |
| Nepc LLC | 2.40% | No change | 2,200,963 | $94.9M |
| Mercer Global Advisors Inc. | 0.17% | Reduce -5.5% | 1,801,171 | $77.6M |
| Bramshill Investments, LLC | 7.95% | Add +80.2% | 1,761,481 | $76.0M |
| Ocean Park Asset Management, LLC | 2.46% | No change | 1,628,000 | $69.2M |
| Arch Capital Group LTD. | 22.52% | No change | 1,531,250 | $66.1M |
| Wells Fargo & Company | 0.01% | Add +11.6% | 1,450,007 | $62.6M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +28.1% | 1,431,900 | $61.8M |
| RiverFront Investment Group, LLC | 1.02% | Add +305.8% | 1,216,930 | $52.5M |
| Osaic Holdings, Inc. | 0.09% | Add +165.8% | 1,174,281 | $50.2M |
| Raymond James Financial Inc. | 0.02% | Add +61.8% | 1,148,197 | $49.5M |
| Sound Income Strategies, LLC | 2.52% | Reduce -0.4% | 1,020,214 | $44.0M |
| Permanens Capital L.P. | 5.19% | New | 881,749 | $38.0M |
| Advisors Capital Management, LLC | 0.52% | Add +6.2% | 874,294 | $37.7M |
| Bank of New York Mellon Corp | 0.01% | Add +0.3% | 818,046 | $35.3M |
| UBS Group AG | 0.01% | Reduce -5.5% | 744,118 | $32.1M |
| Hilton Capital Management, LLC | 2.36% | New | 685,212 | $29.6M |
| Mariner, LLC | 0.04% | Reduce -3.1% | 637,079 | $27.5M |
| Cetera Investment Advisers | 0.05% | Reduce -30.9% | 629,985 | $27.2M |
| Betterment LLC | 0.05% | Add +9.3% | 591,634 | $25.5M |
| Motley Fool Wealth Management, LLC | 1.51% | Reduce -9.7% | 578,233 | $24.9M |
| Creative Planning | 0.02% | Reduce -4.2% | 534,206 | $23.0M |
| Baker Avenue Asset Management, LP | 0.61% | Add +2.5% | 494,622 | $21.3M |
| Park Avenue Securities LLC | 0.19% | New | 485,338 | $20.9M |
| Financial Gravity Companies, Inc. | 3.99% | — | 471,100 | $20.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -6.6% | 465,337 | $20.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 447,528 | $19.3M |
| Atwood & Palmer Inc. | 1.18% | Add +52.5% | 436,172 | $18.8M |
| Ninety One UK Ltd | 0.04% | No change | 423,751 | $18.3M |
| High Probability Advisors, LLC | 2.68% | Add +6.0% | 414,764 | $17.9M |
| Scotia Capital Inc. | 0.08% | Add +103.1% | 406,648 | $17.5M |
| Truist Financial Corp. | 0.03% | Add +18.3% | 404,290 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 397,693 | $17.2M |
| Stifel Financial Corp. | 0.02% | Add +15.5% | 383,821 | $16.6M |
| Matthew Goff Investment Advisor, LLC | 3.04% | Reduce -10.1% | 380,537 | $16.4M |
| MAI Capital Management | 0.11% | Reduce -4.7% | 356,360 | $15.4M |
| Trivium Point Advisory, LLC | 1.63% | Add +10.7% | 348,131 | $15.0M |
| Belpointe Asset Management LLC | 0.60% | New | 334,355 | $14.4M |
| MML Investors Services, LLC | 0.04% | Reduce -25.5% | 319,903 | $13.8M |
| KilterHowling LLC | 8.19% | Add +3.4% | 318,795 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Add +32.1% | 316,759 | $13.7M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -1.9% | 313,519 | $13.5M |
| Pathstone Holdings, LLC | 0.05% | Reduce -23.2% | 299,848 | $12.9M |
| Gibbs Wealth Management | 2.41% | Add +8.4% | 290,391 | $12.5M |
| Sweeney & Michel, LLC | 4.37% | Add +4.9% | 287,658 | $12.3M |
| Clearstead Advisors, LLC | 0.16% | Add +70.6% | 260,974 | $11.3M |
| Retirement Financial Solutions, LLC | 3.90% | Reduce -0.8% | 257,021 | $11.1M |
| Cascade Wealth Advisors, Inc | 6.13% | Reduce -15.8% | 252,550 | $10.8M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -7.2% | 250,458 | $10.8M |
| Legacy Financial Group LLC | 1.51% | Add +1.0% | 250,077 | $10.8M |
| Members Advisory Group LLC | 3.92% | Reduce -0.1% | 241,812 | $10.4M |
| Freestate Advisors LLC | 9.29% | Reduce -1.7% | 241,057 | $10.4M |
| Foronjy Financial LLC | 4.78% | — | 236,958 | $10.2M |
| Capstone Investment Advisors, LLC | 0.10% | Add +18.2% | 234,101 | $10.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +474.8% | 231,390 | $10.0M |
| Peak Financial Management, Inc. | 2.84% | Add +2.4% | 231,161 | $10.0M |
| Kitching Partners, LLC | 9.89% | Add +4.8% | 225,023 | $9.7M |
| Waterloo Capital, L.P. | 0.76% | Reduce -4.8% | 219,280 | $9.5M |
| Powers Advisory Group, LLC | 4.13% | Add +2.6% | 217,929 | $9.4M |
| Financial Advisory Partners, LLC | 2.95% | Reduce -45.8% | 217,415 | $9.4M |
| Mgo One Seven LLC | 0.29% | Add +5.6% | 205,574 | $8.9M |
| Whitford Management LLC | 9.25% | New | 202,000 | $8.7M |
| Nuveen, LLC | 0.00% | New | 196,241 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -9.3% | 195,411 | $8.4M |
| Ssi Investment Management LLC | 3.27% | New | 187,827 | $8.1M |
| Fairview Capital Investment Management, LLC | 0.41% | Reduce -1.4% | 185,457 | $8.0M |
| Blue Barn Wealth, LLC | 3.69% | Add +2.3% | 181,417 | $7.8M |
| Graypoint LLC | 0.44% | Add +4.0% | 181,200 | $7.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +1.5% | 171,168 | $7.4M |
| Curtis Advisory Group, LLC | 1.85% | Add +13.0% | 170,818 | $7.4M |
| My Legacy Advisors, LLC | 2.61% | Add +4.0% | 171,103 | $7.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +7.1% | 165,940 | $7.2M |
| Western Asset Management Company, LLC | 17.20% | New | 165,300 | $7.1M |
| Quadrature Capital Ltd | 0.12% | New | 165,231 | $7.1M |
| Ascent Group, LLC | 0.26% | Reduce -26.6% | 156,133 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 155,562 | $6.7M |
| Financial Sense Advisors, Inc. | 1.62% | New | 152,590 | $6.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +105.3% | 148,889 | $6.4M |
| Townsquare Capital LLC | 0.61% | Reduce -92.8% | 144,287 | $6.2M |
| Towercrest Capital Management | 1.09% | Reduce -0.0% | 141,807 | $6.1M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -40.2% | 135,890 | $5.9M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Add +114.0% | 135,265 | $5.8M |
| EFG Asset Management (Americas) Corp. | 1.05% | Add +348.2% | 131,752 | $5.7M |
| Merit Financial Group, LLC | 0.06% | Reduce -43.9% | 130,476 | $5.6M |
| Hudock, Inc. | 0.90% | Add +3.6% | 130,429 | $5.6M |
| Pension & Wealth Management Advisors, Inc. | 1.88% | Add +13.0% | 130,045 | $5.6M |
| Sage Advisory Services, Ltd.Co. | 2.92% | Add +6.0% | 124,423 | $5.4M |
| Avior Wealth Management, LLC | 0.18% | Add +37.4% | 123,202 | $5.3M |
| Adell Harriman & Carpenter Inc. | 0.35% | Reduce -2.9% | 122,031 | $5.3M |
"% 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.