iShares 0-5 YR HY Corp. BondSHYGETF
13F holders, Q1 2026 (March 31)557holders −26
51new positions
76sold out
1famous investor
$42.31avg. 13F price*
At the end of Q1 2026, 557 institutions reported holding iShares 0-5 YR HY Corp. Bond (SHYG) in their 13F filings, down 26 from Q4 2025. 51 opened new positions and 76 sold out. The largest holders were Royal Bank of Canada ($622.4M), Morgan Stanley ($542.1M) and Assetmark, Inc. ($532.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $89.0M |
| Exits | 76 | $176.5M |
All 13F filers, Q4 2025 → Q1 2026: 8,118,388 shares bought and 20,674,971 shares sold, net −12,556,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| Royal Bank of Canada | 0.12% | Add +3.0% | 14,711,414 | $622.4M |
| Morgan Stanley | 0.03% | Add +0.3% | 12,811,901 | $542.1M |
| Assetmark, Inc. | 1.09% | Add +7.3% | 12,584,102 | $532.4M |
| Empower Advisory Group, LLC | 1.33% | Add +8.6% | 12,094,500 | $511.7M |
| Japan Science & Technology Agency | 3.91% | No change | 4,450,000 | $188.3M |
| BlackRock, Inc. | 0.00% | Add +10.5% | 4,218,424 | $178.5M |
| LPL Financial LLC | 0.03% | Add +7.7% | 3,059,355 | $129.4M |
| Nepc LLC | 2.22% | No change | 2,632,283 | $111.4M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -11.7% | 2,607,822 | $110.3M |
| Bank of America Corp. | 0.01% | Add +6.1% | 2,570,336 | $108.8M |
| Bramshill Investments, LLC | 7.62% | Reduce -82.5% | 2,091,384 | $88.5M |
| Wealthfront Advisers LLC | 0.18% | Reduce -31.3% | 1,931,911 | $81.7M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -7.0% | 1,795,049 | $75.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.6% | 1,699,712 | $71.9M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +3.2% | 1,577,340 | $66.7M |
| Arch Capital Group LTD. | 22.31% | No change | 1,531,250 | $64.8M |
| State of Tennessee, Department of Treasury | 0.17% | New | 1,163,200 | $49.2M |
| Bank of New York Mellon Corp | 0.01% | Add +31.0% | 1,149,340 | $48.6M |
| Wells Fargo & Company | 0.01% | Reduce -25.1% | 1,126,899 | $47.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | No change | 1,077,221 | $45.6M |
| Sound Income Strategies, LLC | 2.07% | Reduce -2.0% | 1,015,055 | $42.8M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +13.5% | 982,305 | $41.6M |
| Cetera Investment Advisers | 0.04% | Add +1.1% | 873,525 | $37.0M |
| Betterment LLC | 0.07% | Add +5.5% | 873,283 | $36.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.9% | 825,730 | $34.9M |
| UBS Group AG | 0.01% | Add +4.4% | 741,693 | $31.4M |
| Mariner, LLC | 0.03% | Reduce -35.1% | 698,802 | $29.6M |
| Ninety One UK Ltd | 0.06% | Add +0.3% | 579,677 | $24.5M |
| Scotia Capital Inc. | 0.10% | Add +10.9% | 579,590 | $24.5M |
| HighTower Advisors, LLC | 0.02% | Add +5.8% | 549,075 | $23.2M |
| Baker Avenue Asset Management, LP | 0.53% | Add +2.7% | 547,056 | $23.1M |
| American Century Companies Inc. | 0.01% | No change | 544,315 | $23.0M |
| Park Avenue Securities LLC | 0.18% | Reduce -0.2% | 544,229 | $23.0M |
| Financial Gravity Asset Management, Inc. | 4.08% | Add +2.9% | 541,783 | $22.9M |
| High Probability Advisors, LLC | 2.89% | Add +12.4% | 533,407 | $22.6M |
| Creative Planning | 0.02% | Add +0.7% | 526,948 | $22.3M |
| SHP Wealth Management | 1.67% | Reduce -16.1% | 523,777 | $22.2M |
| Gibbs Wealth Management | 2.89% | Add +84.1% | 518,491 | $21.9M |
| Ocean Park Asset Management, LLC | 1.26% | Reduce -48.9% | 516,000 | $21.8M |
| Atwood & Palmer Inc. | 1.09% | Add +1.7% | 457,730 | $19.4M |
| Stifel Financial Corp. | 0.02% | Add +6.5% | 431,271 | $18.2M |
| BlueSky Wealth Advisors, LLC | 2.28% | New | 417,960 | $17.7M |
| Legacy Financial Group LLC | 2.21% | Reduce -0.6% | 414,479 | $17.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -11.4% | 409,181 | $17.3M |
| Advisors Capital Management, LLC | 0.19% | Add +2.1% | 384,476 | $16.3M |
| MAI Capital Management | 0.09% | Add +5.4% | 384,267 | $16.3M |
| MML Investors Services, LLC | 0.04% | Reduce -19.9% | 364,727 | $15.4M |
| KilterHowling LLC | 7.67% | Add +37.5% | 359,293 | $15.2M |
| Cascade Wealth Advisors, Inc | 6.56% | Add +1.5% | 351,766 | $15.0M |
| Sweeney & Michel, LLC | 4.19% | Add +4.1% | 334,981 | $14.2M |
| Belpointe Asset Management LLC | 0.47% | Reduce -3.2% | 306,676 | $13.0M |
| Mgo One Seven LLC | 0.26% | Add +4.9% | 302,510 | $12.8M |
| Truist Financial Corp. | 0.02% | Reduce -10.9% | 300,625 | $12.7M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -4.4% | 291,657 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.7% | 290,654 | $12.2M |
| Foronjy Financial LLC | 5.06% | Add +2.9% | 287,637 | $12.2M |
| Trivium Point Advisory, LLC | 2.18% | Reduce -20.0% | 285,455 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.5% | 283,755 | $12.0M |
| S&A Financial Services, Inc. | 7.99% | — | 274,785 | $11.6M |
| Freestate Advisors LLC | 8.84% | Add +0.2% | 261,437 | $11.1M |
| Peak Financial Management, Inc. | 2.80% | Add +5.0% | 260,488 | $11.0M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +6.9% | 258,739 | $10.9M |
| Twelve Points Wealth Management LLC | 2.40% | Add +97.6% | 257,699 | $10.9M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -75.0% | 250,360 | $10.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +9.5% | 245,811 | $10.4M |
| Waterloo Capital, L.P. | 0.72% | Reduce -8.2% | 241,652 | $10.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -4.3% | 240,544 | $10.2M |
| Powers Advisory Group, LLC | 3.53% | Add +8.1% | 236,270 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.6% | 230,626 | $9.8M |
| Alesco Advisors, LLC, An ESL Co | 0.25% | Add +50.3% | 227,953 | $9.6M |
| Kitching Partners, LLC | 8.79% | Reduce -6.7% | 225,435 | $9.5M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -3.9% | 223,267 | $9.4M |
| Integrated Wealth Concepts LLC | 0.07% | Add +234.6% | 215,537 | $9.1M |
| Cascade Financial Partners, LLC | 0.90% | Add +33.9% | 207,426 | $8.8M |
| Merit Financial Group, LLC | 0.06% | Add +53.6% | 204,172 | $8.6M |
| Whitford Management LLC | 8.73% | No change | 202,000 | $8.5M |
| Ascent Group, LLC | 0.28% | Add +3.6% | 193,013 | $8.2M |
| Ritholtz Wealth Management | 0.14% | Add +8.1% | 191,327 | $8.1M |
| Portside Wealth Group, LLC | 1.09% | Add +14.6% | 188,933 | $8.0M |
| Motley Fool Wealth Management, LLC | 0.86% | Reduce -24.6% | 180,444 | $7.6M |
| Towercrest Capital Management | 1.16% | Add +7.4% | 175,581 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -2.0% | 175,574 | $7.4M |
| Smith Salley Wealth Management | 0.37% | Add +64.1% | 175,357 | $7.4M |
| Curtis Advisory Group, LLC | 1.60% | Reduce -12.8% | 175,197 | $7.4M |
| Alexis Investment Partners, LLC | 4.76% | Add +11.6% | 164,983 | $6.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.22% | Add +10.3% | 162,881 | $6.9M |
| RiverFront Investment Group, LLC | 0.10% | Add +13.1% | 159,167 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +2.0% | 156,488 | $6.6M |
| Livet Wealth, LLC | 4.20% | Add +0.5% | 156,105 | $6.6M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -66.9% | 154,258 | $6.5M |
| Hudock, Inc. | 0.95% | Add +12.9% | 152,332 | $6.4M |
| Redhawk Wealth Advisors, Inc. | 0.70% | Add +3.8% | 150,865 | $6.4M |
| Arkadios Wealth Advisors | 0.11% | Add +6.4% | 150,110 | $6.4M |
| Independent Solutions Wealth Management, LLC | 0.93% | Add +68.0% | 149,594 | $6.3M |
| BridgePort Financial Solutions, LLC | 1.72% | Reduce -11.9% | 143,490 | $6.1M |
| Alliance Wealth Management Group | 1.32% | Add +9.4% | 142,298 | $6.0M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -4.2% | 138,978 | $5.9M |
| Courier Capital LLC | 0.32% | Add +7.7% | 135,816 | $5.7M |
| Fairview Capital Investment Management, LLC | 0.30% | Reduce -21.3% | 129,373 | $5.5M |
| Integrity Alliance, Llc. | 0.21% | Add +6.8% | 128,410 | $5.4M |
"% 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.