iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q4 2025 (December 31)583holders +40
53new positions
43sold out
2famous investors
$42.86avg. 13F price*
At the end of Q4 2025, 583 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, up 40 from Q3 2025. 53 opened new positions and 43 sold out. The largest holders were Royal Bank of Canada ($612.1M), Morgan Stanley ($547.9M) and Bramshill Investments, LLC ($513.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $85.1M |
| Exits | 43 | $119.5M |
All 13F filers, Q3 2025 → Q4 2025: 21,559,769 shares bought and 9,815,746 shares sold, net +11,744,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 583 holders
| Royal Bank of Canada | 0.11% | Add +2.0% | 14,276,885 | $612.1M |
| Morgan Stanley | 0.03% | Add +288.0% | 12,779,590 | $547.9M |
| Bramshill Investments, LLC | 29.04% | Add +37.8% | 11,981,466 | $513.6M |
| Assetmark, Inc. | 1.03% | Add +6.1% | 11,725,197 | $502.7M |
| Empower Advisory Group, LLC | 1.29% | Add +8.3% | 11,141,123 | $477.6M |
| Japan Science & Technology Agency | 3.50% | No change | 4,450,000 | $190.8M |
| BlackRock, Inc. | 0.00% | Reduce -10.7% | 3,817,286 | $163.6M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -2.5% | 2,951,728 | $126.5M |
| LPL Financial LLC | 0.03% | Reduce -3.0% | 2,841,485 | $121.8M |
| Wealthfront Advisers LLC | 0.27% | Add +7.0% | 2,813,101 | $120.6M |
| Nepc LLC | 2.40% | Add +19.6% | 2,632,283 | $112.8M |
| Bank of America Corp. | 0.01% | Reduce -9.0% | 2,422,351 | $103.8M |
| Mercer Global Advisors Inc. | 0.13% | Add +6.3% | 1,930,920 | $82.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -44.1% | 1,689,788 | $72.4M |
| Arch Capital Group LTD. | 22.46% | No change | 1,531,250 | $65.6M |
| Nomura Asset Management Co. Ltd. | 0.17% | Reduce -3.5% | 1,528,850 | $65.5M |
| Wells Fargo & Company | 0.01% | Add +1.4% | 1,505,269 | $64.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | New | 1,077,221 | $46.2M |
| Mariner, LLC | 0.06% | Add +2.7% | 1,077,058 | $46.2M |
| Sound Income Strategies, LLC | 2.11% | Add +3.5% | 1,035,730 | $44.6M |
| Ocean Park Asset Management, LLC | 2.03% | Reduce -18.5% | 1,008,700 | $43.2M |
| State of New Jersey Common Pension Fund D | 0.15% | Reduce -47.5% | 1,000,360 | $42.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 877,177 | $37.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +121.4% | 865,592 | $37.1M |
| Cetera Investment Advisers | 0.04% | Add +4.7% | 863,563 | $37.0M |
| Permanens Capital L.P. | 4.74% | Add +7.8% | 847,010 | $36.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -26.7% | 841,451 | $36.1M |
| Betterment LLC | 0.07% | Add +18.8% | 827,737 | $35.5M |
| UBS Group AG | 0.01% | Reduce -1.3% | 710,154 | $30.4M |
| SHP Wealth Management | 2.08% | — | 624,049 | $26.8M |
| Ninety One UK Ltd | 0.05% | Reduce -5.3% | 577,751 | $24.8M |
| Park Avenue Securities LLC | 0.20% | Reduce -1.5% | 545,412 | $23.4M |
| American Century Companies Inc. | 0.01% | Add +43.8% | 544,315 | $23.3M |
| Baker Avenue Asset Management, LP | 0.53% | Add +4.9% | 532,453 | $22.8M |
| Financial Gravity Asset Management, Inc. | 4.35% | Add +7.4% | 526,684 | $22.6M |
| Creative Planning | 0.02% | Reduce -2.5% | 523,458 | $22.4M |
| Scotia Capital Inc. | 0.09% | Add +25.7% | 522,377 | $22.4M |
| HighTower Advisors, LLC | 0.02% | Add +4.2% | 518,964 | $22.2M |
| High Probability Advisors, LLC | 2.71% | Add +4.6% | 474,358 | $20.3M |
| Loomis Sayles & Co. L P | 0.02% | Add +22.1% | 466,000 | $20.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -62.1% | 461,718 | $19.8M |
| Atria Investments, Inc | 0.22% | Add +4.4% | 458,820 | $19.7M |
| MML Investors Services, LLC | 0.05% | Add +35.0% | 455,534 | $19.5M |
| Atwood & Palmer Inc. | 1.10% | Add +1.9% | 449,928 | $19.3M |
| Matthew Goff Investment Advisor, LLC | 3.38% | Add +12.4% | 445,011 | $19.1M |
| Legacy Financial Group LLC | 2.20% | Add +62.7% | 417,113 | $17.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.5% | 408,164 | $17.5M |
| Stifel Financial Corp. | 0.02% | Reduce -5.0% | 404,984 | $17.4M |
| Hilton Capital Management, LLC | 1.26% | Add +2.7% | 391,504 | $16.8M |
| Advisors Capital Management, LLC | 0.19% | Add +7.8% | 376,430 | $16.1M |
| MAI Capital Management | 0.09% | Add +3.4% | 364,620 | $15.6M |
| Trivium Point Advisory, LLC | 1.54% | Reduce -0.6% | 356,940 | $15.3M |
| Cascade Wealth Advisors, Inc | 6.89% | Add +7.0% | 346,688 | $14.9M |
| Capstone Investment Advisors, LLC | 0.15% | Add +18.9% | 338,501 | $14.5M |
| Truist Financial Corp. | 0.02% | Reduce -13.2% | 337,490 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 332,936 | $14.3M |
| Sweeney & Michel, LLC | 4.07% | Add +10.2% | 321,649 | $13.8M |
| Belpointe Asset Management LLC | 0.49% | Reduce -16.1% | 316,801 | $13.6M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -1.4% | 305,003 | $13.1M |
| Mgo One Seven LLC | 0.25% | Add +33.8% | 288,312 | $12.4M |
| Gibbs Wealth Management | 2.93% | Reduce -5.9% | 281,611 | $12.1M |
| Foronjy Financial LLC | 5.00% | Add +6.4% | 279,463 | $12.0M |
| Financial Sense Advisors, Inc. | 2.48% | Add +0.1% | 273,563 | $11.7M |
| Waterloo Capital, L.P. | 0.82% | Add +12.0% | 263,331 | $11.3M |
| Old Mission Capital LLC | 0.43% | New | 262,076 | $11.2M |
| KilterHowling LLC | 5.68% | Reduce -20.4% | 261,395 | $11.2M |
| Freestate Advisors LLC | 9.09% | Add +4.2% | 260,969 | $11.2M |
| Clearstead Advisors, LLC | 0.14% | Reduce -0.2% | 257,425 | $11.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -5.8% | 251,221 | $10.8M |
| Peak Financial Management, Inc. | 2.74% | Add +2.3% | 248,190 | $10.6M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +8.5% | 242,120 | $10.4M |
| Kitching Partners, LLC | 9.47% | Add +4.8% | 241,648 | $10.4M |
| Motley Fool Wealth Management, LLC | 0.80% | Reduce -12.3% | 239,285 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -12.5% | 239,284 | $10.3M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -4.0% | 232,297 | $10.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +17.3% | 224,423 | $9.6M |
| Powers Advisory Group, LLC | 3.53% | Add +3.0% | 218,567 | $9.4M |
| Principal Securities, Inc. | 0.14% | Reduce -5.0% | 215,294 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +79.8% | 208,868 | $9.0M |
| Whitford Management LLC | 8.81% | No change | 202,000 | $8.7M |
| Curtis Advisory Group, LLC | 1.81% | Add +2.4% | 200,856 | $8.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.8% | 193,805 | $8.3M |
| Ascent Group, LLC | 0.27% | Add +9.1% | 186,242 | $8.0M |
| Cerity Partners LLC | 0.01% | New | 179,120 | $7.7M |
| Ritholtz Wealth Management | 0.14% | Add +7.0% | 177,004 | $7.6M |
| Avior Wealth Management, LLC | 0.23% | Add +0.9% | 175,501 | $7.5M |
| GeoWealth Management, LLC | 0.27% | Add +25.3% | 167,895 | $7.2M |
| GC Wealth Management RIA, LLC | 0.26% | Add +22.1% | 167,889 | $7.2M |
| Portside Wealth Group, LLC | 0.96% | Add +17.3% | 164,818 | $7.1M |
| Fairview Capital Investment Management, LLC | 0.36% | Reduce -7.6% | 164,472 | $7.1M |
| Towercrest Capital Management | 1.11% | Add +10.5% | 163,518 | $7.0M |
| BridgePort Financial Solutions, LLC | 1.88% | Add +12.2% | 162,840 | $7.0M |
| Livet Wealth, LLC | 4.10% | — | 155,269 | $6.7M |
| Cascade Financial Partners, LLC | 0.67% | Add +163.2% | 154,878 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +517.4% | 153,439 | $6.6M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -1.3% | 151,660 | $6.5M |
| Focus Partners Wealth | 0.01% | Add +388.2% | 149,709 | $6.4M |
| EFG International AG | 0.12% | — | 149,453 | $6.4M |
| Alexis Investment Partners, LLC | 2.36% | Add +14.8% | 147,810 | $6.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.22% | Add +17.7% | 147,645 | $6.3M |
"% 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.