iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q3 2025 (September 30)543holders +9
62new positions
48sold out
2famous investors
$43.31avg. 13F price*
At the end of Q3 2025, 543 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 9 from Q2 2025. 62 opened new positions and 48 sold out. The largest holders were Royal Bank of Canada ($606.1M), Assetmark, Inc. ($478.6M) and Empower Advisory Group, LLC ($445.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $142.8M |
| Exits | 48 | $54.1M |
All 13F filers, Q2 2025 → Q3 2025: 17,594,662 shares bought and 7,529,554 shares sold, net +10,065,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 543 holders
| Royal Bank of Canada | 0.11% | Add +2.4% | 13,998,156 | $606.1M |
| Assetmark, Inc. | 1.03% | Add +6.3% | 11,053,437 | $478.6M |
| Empower Advisory Group, LLC | 1.24% | Add +6.2% | 10,290,517 | $445.6M |
| Bramshill Investments, LLC | 25.70% | Add +393.5% | 8,692,314 | $376.4M |
| Japan Science & Technology Agency | 3.43% | No change | 4,450,000 | $192.7M |
| BlackRock, Inc. | 0.00% | Reduce -29.3% | 4,273,017 | $185.0M |
| Morgan Stanley | 0.01% | Add +9.4% | 3,293,368 | $142.6M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -4.4% | 3,028,732 | $131.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -24.6% | 3,022,731 | $130.9M |
| LPL Financial LLC | 0.04% | Add +13.1% | 2,928,450 | $126.8M |
| Bank of America Corp. | 0.01% | Add +13.6% | 2,662,028 | $115.3M |
| Wealthfront Advisers LLC | 0.27% | Add +12.4% | 2,630,137 | $113.9M |
| Nepc LLC | 2.51% | No change | 2,200,963 | $95.3M |
| State of New Jersey Common Pension Fund D | 0.30% | Reduce -20.8% | 1,903,519 | $82.4M |
| Mercer Global Advisors Inc. | 0.13% | Add +0.9% | 1,817,298 | $78.7M |
| State of Tennessee, Department of Treasury | 0.23% | New | 1,597,400 | $69.2M |
| Nomura Asset Management Co. Ltd. | 0.18% | Add +10.7% | 1,585,000 | $68.6M |
| Arch Capital Group LTD. | 22.57% | No change | 1,531,250 | $66.3M |
| Wells Fargo & Company | 0.01% | Add +2.3% | 1,483,972 | $64.3M |
| RiverFront Investment Group, LLC | 0.99% | Add +6.9% | 1,300,896 | $56.2M |
| Ocean Park Asset Management, LLC | 2.21% | Reduce -23.9% | 1,238,300 | $53.6M |
| Osaic Holdings, Inc. | 0.07% | Add +3.6% | 1,216,837 | $52.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.0% | 1,147,861 | $49.7M |
| Mariner, LLC | 0.06% | Add +64.6% | 1,048,574 | $45.4M |
| Sound Income Strategies, LLC | 2.35% | Reduce -1.9% | 1,001,063 | $42.9M |
| Bank of New York Mellon Corp | 0.01% | Add +5.8% | 865,501 | $37.5M |
| Cetera Investment Advisers | 0.04% | Add +30.9% | 824,838 | $35.7M |
| Permanens Capital L.P. | 5.08% | Reduce -10.8% | 786,065 | $34.0M |
| UBS Group AG | 0.01% | Reduce -3.3% | 719,307 | $31.1M |
| Betterment LLC | 0.06% | Add +17.7% | 696,542 | $30.2M |
| Ninety One UK Ltd | 0.06% | Add +43.9% | 609,751 | $26.4M |
| Park Avenue Securities LLC | 0.19% | Add +14.0% | 553,486 | $24.0M |
| Creative Planning | 0.02% | Add +0.5% | 536,724 | $23.2M |
| Baker Avenue Asset Management, LP | 0.53% | Add +2.6% | 507,402 | $22.0M |
| HighTower Advisors, LLC | 0.02% | Add +7.0% | 498,080 | $21.6M |
| Financial Gravity Asset Management, Inc. | 4.19% | — | 490,412 | $21.2M |
| High Probability Advisors, LLC | 2.69% | Add +9.3% | 453,352 | $19.6M |
| Atwood & Palmer Inc. | 1.12% | Add +1.2% | 441,503 | $19.1M |
| Atria Investments, Inc | 0.22% | Add +681.6% | 439,508 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 432,109 | $18.7M |
| Stifel Financial Corp. | 0.02% | Add +11.1% | 426,330 | $18.5M |
| Scotia Capital Inc. | 0.08% | Add +2.2% | 415,591 | $18.0M |
| Matthew Goff Investment Advisor, LLC | 2.93% | Add +4.0% | 395,952 | $17.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -12.7% | 390,922 | $16.9M |
| Truist Financial Corp. | 0.02% | Reduce -3.8% | 388,908 | $16.8M |
| Loomis Sayles & Co. L P | 0.02% | New | 381,500 | $16.5M |
| Hilton Capital Management, LLC | 1.34% | Reduce -44.4% | 381,190 | $16.5M |
| American Century Companies Inc. | 0.01% | New | 378,415 | $16.4M |
| Belpointe Asset Management LLC | 0.62% | Add +13.0% | 377,750 | $16.4M |
| Trivium Point Advisory, LLC | 1.59% | Add +3.2% | 359,192 | $15.6M |
| MAI Capital Management | 0.10% | Reduce -1.1% | 352,561 | $15.3M |
| Advisors Capital Management, LLC | 0.19% | Reduce -60.1% | 349,136 | $15.1M |
| MML Investors Services, LLC | 0.04% | Add +5.5% | 337,570 | $14.6M |
| KilterHowling LLC | 7.92% | Add +3.0% | 328,334 | $14.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 327,427 | $14.2M |
| Cascade Wealth Advisors, Inc | 6.85% | Add +28.3% | 324,105 | $13.9M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Reduce -1.3% | 309,335 | $13.4M |
| Gibbs Wealth Management | 2.93% | Add +3.0% | 299,215 | $13.0M |
| Sweeney & Michel, LLC | 4.18% | Add +1.4% | 291,835 | $12.4M |
| Capstone Investment Advisors, LLC | 0.13% | Add +21.6% | 284,601 | $12.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +40.0% | 273,585 | $11.8M |
| Financial Sense Advisors, Inc. | 2.43% | Add +79.0% | 273,186 | $11.8M |
| Motley Fool Wealth Management, LLC | 0.80% | Reduce -52.8% | 272,906 | $11.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -11.1% | 266,563 | $11.5M |
| Foronjy Financial LLC | 4.98% | Add +10.8% | 262,664 | $11.4M |
| Clearstead Advisors, LLC | 0.16% | Reduce -1.2% | 257,830 | $11.2M |
| Legacy Financial Group LLC | 1.45% | Add +2.5% | 256,299 | $11.1M |
| Freestate Advisors LLC | 9.09% | Add +3.9% | 250,361 | $10.8M |
| Members Advisory Group LLC | 3.72% | Add +0.6% | 243,207 | $10.5M |
| Peak Financial Management, Inc. | 2.78% | Add +4.9% | 242,526 | $10.5M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -3.4% | 241,927 | $10.5M |
| Waterloo Capital, L.P. | 0.76% | Add +7.2% | 235,112 | $10.2M |
| Kitching Partners, LLC | 9.43% | Add +2.5% | 230,600 | $10.0M |
| Principal Securities, Inc. | 0.16% | Add +865.4% | 226,702 | $9.8M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +49.9% | 223,151 | $9.7M |
| Mgo One Seven LLC | 0.22% | Add +4.8% | 215,498 | $9.3M |
| Powers Advisory Group, LLC | 3.66% | Reduce -2.7% | 212,141 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.7% | 211,243 | $9.1M |
| Whitford Management LLC | 8.80% | No change | 202,000 | $8.7M |
| Curtis Advisory Group, LLC | 1.93% | Add +14.8% | 196,158 | $8.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +11.8% | 191,386 | $8.3M |
| Ssi Investment Management LLC | 3.10% | Add +0.9% | 189,540 | $8.2M |
| Friedenthal Financial | 4.23% | Add +119.8% | 189,198 | $8.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +36.3% | 185,169 | $8.0M |
| Blue Barn Wealth, LLC | 3.51% | Add +1.7% | 184,465 | $8.0M |
| Fairview Capital Investment Management, LLC | 0.39% | Reduce -4.0% | 178,027 | $7.7M |
| Avior Wealth Management, LLC | 0.24% | Add +41.1% | 173,851 | $7.5M |
| Ascent Group, LLC | 0.26% | Add +9.4% | 170,765 | $7.4M |
| Ritholtz Wealth Management | 0.14% | Add +62.2% | 165,452 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 158,532 | $6.9M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Add +13.6% | 153,700 | $6.7M |
| Towercrest Capital Management | 1.03% | Add +4.3% | 147,977 | $6.4M |
| BridgePort Financial Solutions, LLC | 1.69% | New | 145,144 | $6.3M |
| EFG Asset Management (Americas) Corp. | 1.08% | Add +10.0% | 144,973 | $6.3M |
| Portside Wealth Group, LLC | 0.84% | Add +53.3% | 140,508 | $6.1M |
| GC Wealth Management RIA, LLC | 0.20% | Add +237.0% | 137,534 | $6.0M |
| GeoWealth Management, LLC | 0.21% | Add +195.3% | 134,011 | $5.8M |
| Hudock, Inc. | 0.87% | Add +1.9% | 132,978 | $5.8M |
| NorthCoast Asset Management LLC | 0.02% | New | 131,250 | $5.7M |
| Merit Financial Group, LLC | 0.05% | Add +0.3% | 130,843 | $5.7M |
"% 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.