Who Owns iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)?Hedge Fund & Institutional Holders

$42.23+0.15 (+0.37%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$40.82$41.47$42.13$42.78$43.43Sep 24Jun 25Mar 26

SHYG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bramshill Investments, LLCIncreased+3.3M+$137.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+3.0M+$126.0B
Wealthfront Advisers LLCNew Position+2.8M+$120.6B
Ninety One UK LtdNew Position+578K+$24.8B
ASSETMARK, INCIncreased+672K+$24.0B
Baker Avenue Asset Management, LPNew Position+532K+$22.0B
ATWOOD & PALMER INCNew Position+450K+$19.3B
NEPC LLCIncreased+431K+$17.5B
Belpointe Asset Management LLCNew Position+317K+$13.6B
Gibbs Wealth ManagementNew Position+282K+$12.1B
FORONJY FINANCIAL LLCNew Position+279K+$12.0B
OLD MISSION CAPITAL LLCNew Position+262K+$11.2B
Powers Advisory Group, LLCNew Position+219K+$9.4B
Ascent Group, LLCNew Position+186K+$8.0B
RITHOLTZ WEALTH MANAGEMENTNew Position+177K+$7.6B

SHYG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-87K-$126.7B
State of Tennessee, Department of TreasuryClosed Position-1.6M-$69.2B
RiverFront Investment Group, LLCDecreased-1.2M-$50.1B
State of New Jersey Common Pension Fund DDecreased-903K-$39.5B
OSAIC HOLDINGS, INC.Decreased-755K-$33.7B
Creative PlanningDecreased-13K-$23.2B
RAYMOND JAMES FINANCIAL INCDecreased-306K-$15.7B
Clearstead Advisors, LLCDecreased-405-$11.2B
Integrated Wealth Concepts LLCDecreased-121K-$8.0B
Blue Barn Wealth, LLCDecreased-134K-$5.8B
Kovitz Investment Group Partners, LLCClosed Position-131K-$5.7B
Western Asset Management Company, LLCClosed Position-113K-$4.9B
Central Pacific Bank - Trust DivisionDecreased-87K-$3.8B
Friedenthal FinancialDecreased-86K-$3.8B
NOMURA ASSET MANAGEMENT CO LTDDecreased-56K-$3.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bramshill Investments, LLC11,981,466$513.6B29.04%Share
2ASSETMARK, INC11,725,197$502.7B1025.06%Share
3ROYAL BANK OF CANADA11,709,251$501.0B81.50%Share
4COMMONWEALTH EQUITY SERVICES, LLC2,951,728$126.0B167.98%Share
5Wealthfront Advisers LLC2,813,101$120.6B269.52%Share
6NEPC LLC2,632,283$112.8B2.40%Share
7MERCER GLOBAL ADVISORS INC /ADV1,930,920$82.0B125.00%Share
8BANK OF AMERICA CORP /DE/1,827,635$78.0B5.67%Share
9ROYAL BANK OF CANADA1,703,943$73.0B11.88%Share
10NOMURA ASSET MANAGEMENT CO LTD1,472,700$63.0B159.47%Share
11Sound Income Strategies, LLC1,035,730$44.6B2.11%Share
12State of New Jersey Common Pension Fund D1,000,360$42.9B155.00%Share
13WELLS FARGO & COMPANY/MN957,282$41.0B7.47%Share
14ROYAL BANK OF CANADA771,089$33.0B5.37%Share
15UBS Group AG708,163$30.4B4.92%Share
16RAYMOND JAMES FINANCIAL INC672,407$28.0B8.71%Share
17BANK OF AMERICA CORP /DE/593,047$25.0B1.82%Share
18Ninety One UK Ltd577,751$24.8B53.10%Share
19WELLS FARGO & COMPANY/MN547,513$23.0B4.19%Share
20AMERICAN CENTURY COMPANIES INC544,315$23.0B11.56%Share
21Financial Gravity Asset Management, Inc.526,684$22.6B4.35%Share
22SCOTIA CAPITAL INC.522,377$22.0B88.59%Share
23Baker Avenue Asset Management, LP532,453$22.0B0.51%Share
24High Probability Advisors, LLC474,358$20.3B2.71%Share
25ATWOOD & PALMER INC449,928$19.3B1.10%Share
26LOOMIS SAYLES & CO L P466,000$19.0B22.91%Share
27Atria Investments, Inc458,820$19.0B215.96%Share
28OSAIC HOLDINGS, INC.423,481$18.0B26.30%Share
29AMERIPRISE FINANCIAL INC404,186$17.0B3.84%Share
30Hilton Capital Management, LLC391,504$16.8B1.26%Share
31STIFEL FINANCIAL CORP391,222$16.0B14.39%Share
32Cascade Wealth Advisors, Inc346,688$14.9B6.89%Share
33CAPSTONE INVESTMENT ADVISORS, LLC338,501$14.0B27.40%Share
34SWEENEY & MICHEL, LLC321,649$13.8B4.07%Share
35Belpointe Asset Management LLC316,801$13.6B0.49%Share
36Gibbs Wealth Management281,611$12.1B2.93%Share
37FORONJY FINANCIAL LLC279,463$12.0B5.00%Share
38OLD MISSION CAPITAL LLC262,076$11.2B0.26%Share
39KilterHowling LLC261,395$11.2B5.68%Share
40Freestate Advisors LLC260,969$11.2B9.09%Share
41Peak Financial Management, Inc.248,190$10.6B2.74%Share
42O'SHAUGHNESSY ASSET MANAGEMENT, LLC242,120$10.0B55.19%Share
43Motley Fool Wealth Management, LLC239,285$10.0B0.78%Share
44Powers Advisory Group, LLC218,567$9.4B3.53%Share
45OneDigital Investment Advisors LLC232,297$9.0B88.21%Share
46Ascent Group, LLC180,789$7.8B0.26%Share
47RITHOLTZ WEALTH MANAGEMENT177,004$7.6B138.50%Share
48GC Wealth Management RIA, LLC167,889$7.2B0.26%Share
49FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC164,472$7.0B0.36%Share
50GeoWealth Management, LLC167,895$7.0B0.26%Share

SHYG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025567$3.3T+250
Q3 2025317$3.1T-160
Q2 2025477$3.2T-34
Q1 2025511$3.8T+78
Q4 2024433$309.8T+113
Q3 2024320$650.3T+0
Q2 2024320$610.2T+20
Q1 2024300$615.7T—

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As of Q4 2025, 50 institutional investors hold SHYG (iShares 0-5 Year High Yield Corporate Bond ETF). The largest holder is Bramshill Investments, LLC with $513.6B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SHYG?

As of Q4 2025, 50 institutional investors report holding SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of SHYG?

The largest institutional holder of SHYG is Bramshill Investments, LLC with $513.6B in shares.

Is institutional ownership of SHYG increasing or decreasing?

This quarter, 12 institutions opened new positions in SHYG and 3 closed their positions.