iShares 0-5 Year High Yield Corporate Bond

SHYG • ARCA

iShares 0-5 Year High Yield Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 530 institutional investors hold shares in this ETF, with total holdings valued at $5.4B. ROYAL BANK OF CANADA is the largest holder with a position valued at $606.1M.

Overview

Overview of institutional ownership in SHYG as of Q3 2025

All Institutions

Institutions: 530
Value Held: $5.4B
Shares Held: 124.6M
Avg Position: $10.2M
Median Position: $903.7K

Hedge Funds

Hedge Funds: 12
Value Held: $405.9M
Shares Held: 9.4M
Avg Position: $33.8M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in SHYG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
R ROYAL BANK OF CANADA Institution	-	$606.1M 0.11% of portfolio	14.0M shares	Q4 2013 Held for 12 years	$542.04B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$478.6M 1.03% of portfolio	11.1M shares	Q3 2016 Held for 9y 3m	$46.5B
Empower Advisory Group, LLC RIA/Wealth	Jonathan David Kreider CEO	$445.6M 1.24% of portfolio	10.3M shares	Q1 2023 Held for 2y 9m	$36.1B
Bramshill Investments, LLC Hedge Fund•Multi-Strategy	Stephen Christopher Selver CEO	$376.4M 25.70% of portfolio	8.7M shares	Q1 2021 Held for 4y 9m	$1.5B
J Japan Science & Technology Agency Institution	-	$192.7M 3.43% of portfolio	4.5M shares	Q1 2023 Held for 2y 9m	$5.6B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$185.0M 0.00% of portfolio	4.3M shares	Q2 2016 Held for 9y 6m	$5.67T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$142.6M 0.01% of portfolio	3.3M shares	Q4 2013 Held for 12 years	$1.65T
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$131.1M 0.18% of portfolio	3.0M shares	Q4 2017 Held for 8 years	$71.1B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$130.9M 0.04% of portfolio	3.0M shares	Q2 2015 Held for 10y 6m	$342.01B
L LPL Financial LLC Institution	-	$126.8M 0.04% of portfolio	2.9M shares	Q1 2014 Held for 11y 9m	$340.07B

Net Capital Flow

Institutional buying and selling activity for SHYG in Q3 2025

Traded: +$334.5M
Buyers: 332
Sellers: 191
Total Bought: +$758.9M
Total Sold: −$424.5M
Avg Position: $9.3M

Biggest Buyers

Institution	Net Bought	Current Position
Bramshill Investments, LLC Hedge Fund•Multi-Strategy	+$300.1M +6.9M shares	$376.4M 8.7M shares
S State of Tennessee, Treasury Department Institution	+$69.2M +1.6M shares	$69.2M 1.6M shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$28.4M +656.2K shares	$478.6M 11.1M shares
Empower Advisory Group, LLC RIA/Wealth	+$26.1M +603.0K shares	$445.6M 10.3M shares
Mariner Wealth Advisors, LLC RIA/Wealth	+$17.8M +411.5K shares	$45.4M 1.0M shares
A ATRIA INVESTMENTS LLC Institution	+$16.6M +383.3K shares	$19.0M 439.5K shares
LOOMIS SAYLES & CO L P Long Only Manager	+$16.5M +381.5K shares	$16.5M 381.5K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$16.4M +378.4K shares	$16.4M 378.4K shares
L LPL Financial LLC Institution	+$14.7M +338.9K shares	$126.8M 2.9M shares
R ROYAL BANK OF CANADA Institution	+$14.4M +331.4K shares	$606.1M 14.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$102.4M −2.4M shares	Sold Off 0 shares
BlackRock, Inc. Institution	−$76.8M −1.8M shares	$185.0M 4.3M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$42.7M −985.4K shares	$130.9M 3.0M shares
Advisors Capital Management, LLC RIA/Wealth	−$22.7M −525.2K shares	$15.1M 349.1K shares
S State of New Jersey Common Pension Fund D Institution	−$21.7M −500.0K shares	$82.4M 1.9M shares
Wright Fund Managment, LLC Long Only Manager	−$16.9M −389.7K shares	$53.6M 1.2M shares
M Motley Fool Wealth Management, LLC Institution	−$13.2M −305.3K shares	$11.8M 272.9K shares
Hilton Capital Management, LLC Long Only Manager	−$13.2M −304.0K shares	$16.5M 381.2K shares
F FINANCIAL ADVISORY PARTNERS, LLC RIA/Wealth	−$9.4M −217.4K shares	Sold Off 0 shares
N Nuveen, LLC Institution	−$8.5M −196.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SHYG in Q3 2025

New Positions: 34
New Value: $43.6M
Exited Positions: 50
Exited Value: $157.0M

New Positions

Institution	Position Value
LOOMIS SAYLES & CO L P Long Only Manager	$16.5M 381.5K shares
BridgePort Financial Solutions, LLC RIA/Wealth	$6.3M 145.1K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$5.7M 131.3K shares
F Flavin Financial Services, Inc. RIA/Wealth	$3.1M 72.5K shares
Parcion Private Wealth LLC RIA/Wealth	$3.0M 68.4K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	$1.0M 23.6K shares
Claro Advisors LLC RIA/Wealth	$886.6K 20.5K shares
P Portfolio Strategies, Inc. RIA/Wealth	$822.5K 19.0K shares
Portus Wealth Advisors, LLC RIA/Wealth	$709.0K 16.4K shares
V Vise Technologies, Inc. Institution	$600.7K 13.9K shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$102.4M 2.4M shares
F FINANCIAL ADVISORY PARTNERS, LLC RIA/Wealth	$9.4M 217.4K shares
N Nuveen, LLC Institution	$8.5M 196.2K shares
Q Quadrature Capital Ltd Institution	$7.1M 165.2K shares
CHILDRESS CAPITAL ADVISORS, LLC RIA/Wealth	$4.1M 95.9K shares
O OLD MISSION CAPITAL LLC Institution	$3.6M 84.1K shares
Goldstone Financial Group, LLC RIA/Wealth	$3.1M 72.2K shares
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager	$2.9M 66.2K shares
Alternative Investment Advisors, LLC. RIA/Wealth	$2.3M 53.9K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$2.1M 47.9K shares

Options Activity

Institutions with the largest Call and Put options positions in SHYG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SHYG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
WESTERN ASSET MANAGEMENT CO Long Only Manager	Courtney Ann Hoffmann Director	31.35% $4.9M	113.4K shares	Q2 2025 Held for 6 months	$15.7M
Bramshill Investments, LLC Hedge Fund•Multi-Strategy	Stephen Christopher Selver CEO	25.70% $376.4M	8.7M shares	Q1 2021 Held for 4y 9m	$1.5B
ARCH CAPITAL GROUP LTD. Institution	Marc Grandisson CEO	22.57% $66.3M	1.5M shares	Q1 2025 Held for 9 months	$293.8M
K KITCHING PARTNERS, LLC RIA/Wealth	Stephen Richard Kitching Managing Partner	9.43% $10.0M	230.6K shares	Q4 2023 Held for 2 years	$105.9M
F Freestate Advisors LLC Institution	-	9.09% $10.8M	250.4K shares	Q3 2024 Held for 1y 3m	$119.2M
W Whitford Management LLC Institution	-	8.80% $8.7M	202.0K shares	Q4 2024 Held for 1 year	$99.4M
KilterHowling LLC RIA/Wealth	William Hopkins Stites Managing Partner	7.92% $14.2M	328.3K shares	Q4 2021 Held for 4 years	$179.6M
B Bakala Capital Management LLC Institution	-	7.14% $1.3M	30.5K shares	Q4 2023 Held for 2 years	$18.5M
Cascade Wealth Advisors, Inc RIA/Wealth	Scott Thomas Blaesing President	6.89% $13.9M	324.1K shares	Q1 2024 Held for 1y 9m	$201.7M
P Permanens Capital L.P. Institution	-	5.21% $34.0M	786.1K shares	Q2 2025 Held for 6 months	$652.8M

Hedge Fund Spotlight

Discover hedge funds investing in SHYG

Westend Capital Management LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerGeorge Brown Bolton

Portfolio Value: $343.2M
Positions: 252
Last Reported: Q3 2025

Sector Allocation

Position in iShares 0-5 Year High Yield Corporate Bond

Market Value: $105.1K
Shares Held: 2.4K
Portfolio Weight: 0.03%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Boeing BA	Aerospace & Defense Industrials	$30.9M	9.01%
2 BABA Alibaba Group Holding Limited BABA	Unknown Unknown	$22.3M	6.50%
3 General Electric GE	Aerospace & Defense Industrials	$20.9M	6.10%

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