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iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) Institutional Ownership

iShares 0-5 Year High Yield Corporate Bond ETF logo
$41.54 -0.08 (-0.19%)
As of 01:59 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares 0-5 Year High Yield Corporate Bond ETF (NYSEARCA:SHYG)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$73.32M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$344.92M
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SHYG Institutional Buying and Selling by Quarter

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iShares 0-5 Year High Yield Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Farther Finance Advisors LLC31,431$1.33M0.0%+78.9%0.021%
4/14/2025 City Holding Co.101,749$4.33M0.6%-1.3%0.067%
4/11/2025 Princeton Global Asset Management LLC5,477$233K0.0%+12.3%0.004%
4/9/2025 NBC Securities Inc.22,963$976K0.1%+81,910.7%0.015%
4/9/2025 Future Financial Wealth Managment LLC66,924$2.85M2.1%+6.1%0.044%
4/8/2025 Parallel Advisors LLC1,930$82K0.0%+114.7%0.001%
4/7/2025 AdvisorNet Financial Inc1,551$66K0.0%+43.1%0.001%
3/24/2025Mascagni Wealth Management Inc.1,611$69K0.1%N/A0.001%
2/28/2025Park Square Financial Group LLC1,444$62K0.0%N/A0.001%
2/26/2025Virtue Capital Management LLC77,494$3.30M0.7%+0.6%0.051%
2/24/2025Ameriflex Group Inc.1,628$70K0.0%N/A0.001%
2/18/2025Sunbelt Securities Inc.41,290$1.76M0.2%-14.4%0.029%
2/18/2025City National Bank of Florida MSD7,337$313K0.3%N/A0.005%
2/18/2025Continuum Advisory LLC45,397$1.93M0.2%+7.0%0.031%
2/17/2025Fairview Capital Investment Management LLC193,422$8.24M0.4%-2.3%0.134%
2/17/2025Colonial Trust Co SC6,167$263K0.0%-8.0%0.004%
2/17/2025Captrust Financial Advisors5,929$253K0.0%-38.1%0.004%
2/17/2025Cary Street Partners Financial LLC6,650$283K0.0%N/A0.005%
2/17/2025Baird Financial Group Inc.28,240$1.20M0.0%+138.7%0.020%
2/17/2025Ameriprise Financial Inc.314,795$13.41M0.0%+6.3%0.218%
2/14/2025Coppell Advisory Solutions LLC6,337$270K0.0%-9.9%0.004%
2/13/2025United Capital Financial Advisors LLC106,237$4.53M0.0%-22.1%0.074%
2/13/2025Rossby Financial LCC10,449$445K0.3%N/A0.007%
2/13/2025Jaffetilchin Investment Partners LLC31,777$1.35M0.1%+20.6%0.022%
2/13/2025Waterloo Capital L.P.215,053$9.16M1.0%+13.3%0.149%
2/12/2025Conquis Financial LLC4,688$200K0.2%N/A0.003%
2/12/2025Kiely Wealth Advisory Group Inc.182,476$7.85M5.0%+14.5%0.126%
2/12/2025Summit Financial LLC4,891$208K0.0%N/A0.003%
2/12/2025Allstate Corp97,744$4.17M0.1%+56.6%0.068%
2/12/2025RiverFront Investment Group LLC278,320$11.86M0.3%+15.9%0.193%
2/12/2025JPMorgan Chase & Co.125,750$5.36M0.0%+186.6%0.087%
2/12/2025Motley Fool Wealth Management LLC349,597$14.90M0.8%-49.1%0.242%
2/11/2025Next Capital Management LLC24,600$1.05M0.4%-17.6%0.017%
2/10/2025SouthState Corp6,705$286K0.0%+15.7%0.005%
2/10/2025Creative Financial Designs Inc. ADV18,748$799K0.1%-9.7%0.013%
2/10/2025GLOBALT Investments LLC GA14,306$610K0.0%-2.2%0.010%
2/10/2025Wintrust Investments LLC4,486$191K0.2%+287.7%0.003%
2/10/2025 Farther Finance Advisors LLC17,566$748K0.0%-24.9%0.012%
2/10/2025EverSource Wealth Advisors LLC2,476$105K0.0%-38.7%0.002%
2/7/2025Mount Lucas Management LP42,985$1.83M0.6%+3.5%0.030%
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2/7/2025Jackson Creek Investment Advisors LLC47,779$2.04M0.6%+5.2%0.033%
2/6/2025One Capital Management LLC85,561$3.65M0.1%+0.8%0.059%
2/6/2025Vantage Financial Partners LLC12,233$521K0.1%+12.1%0.008%
2/6/2025Jones Financial Companies Lllp70,877$3.02M0.0%+129.9%0.049%
2/5/2025SVB Wealth LLC81,838$3.49M0.1%N/A0.057%
2/5/2025Private Trust Co. NA8,982$383K0.0%+24.8%0.006%
2/4/2025Bank of New York Mellon Corp655,640$27.94M0.0%-60.2%0.454%
2/4/2025Sierra Capital LLC19,195$818K0.1%-11.2%0.013%
2/4/2025Richardson Capital Management LLC1,969$84K0.1%+27.9%0.001%
2/3/2025First Horizon Advisors Inc.4,318$184K0.0%+100.4%0.003%
1/30/2025Adell Harriman & Carpenter Inc.134,816$5.75M0.4%-19.8%0.093%
1/28/2025Sumitomo Mitsui Trust Group Inc.74,487$3.17M0.0%-15.9%0.052%
1/27/2025Ninety One UK Ltd423,751$18.06M0.0%+17.7%0.293%
1/24/2025 Princeton Global Asset Management LLC4,878$208K0.0%+101.3%0.003%
1/24/2025Richardson Financial Services Inc.36,937$1.57M1.1%+3.7%0.026%
1/23/2025Hunter Associates Investment Management LLC7,531$320K0.0%+3.8%0.005%
1/22/2025S. R. Schill & Associates44,705$1.91M1.6%-9.0%0.031%
1/22/2025CKW Financial Group9,047$385K0.0%-12.2%0.006%
1/22/2025Klaas Financial Asset Advisors LLC45,036$1.92M0.3%-3.0%0.031%
1/21/2025Montecito Bank & Trust20,310$865K0.1%-1.4%0.014%
1/17/2025Avior Wealth Management LLC92,755$3.95M0.1%+8.9%0.064%
1/17/2025Janney Montgomery Scott LLC76,194$3.25M0.0%+92.5%0.053%
1/17/2025Bartlett & CO. Wealth Management LLC303,830$12.95M0.2%+0.6%0.210%
1/16/2025 MassMutual Private Wealth & Trust FSB1,392$59K0.0%+3,469.2%0.001%
1/16/2025 City Holding Co.103,107$4.39M0.6%+10.2%0.071%
1/15/2025Arkadios Wealth Advisors84,412$3.60M0.2%+1.5%0.058%
1/14/2025HCR Wealth Advisors51,008$2.17M0.3%+2.0%0.035%
1/14/2025Rosenberg Matthew Hamilton24,701$1.05M0.3%+19.5%0.017%
1/13/2025 AdvisorNet Financial Inc1,084$46K0.0%-20.0%0.001%
1/13/2025 Future Financial Wealth Managment LLC63,100$2.69M2.0%+2.6%0.044%
1/10/2025Graypoint LLC131,461$5.60M0.3%+4.3%0.091%
1/10/2025 Lowe Wealth Advisors LLC2,745$117K0.0%-14.2%0.002%
12/26/2024JPMorgan Chase & Co.43,879$1.91M0.0%-24.1%0.030%
11/18/2024Virtue Capital Management LLC76,994$3.34M0.7%-2.2%0.053%
11/18/2024Sunbelt Securities Inc.48,262$2.10M0.2%+4.3%0.033%
11/15/2024Continuum Advisory LLC42,411$1.82M0.2%+13.9%0.029%
11/15/2024Motley Fool Wealth Management LLC686,613$29.81M1.5%+98.5%0.475%
11/14/2024Kiely Wealth Advisory Group Inc.159,323$6.86M4.3%N/A0.110%
11/14/2024Captrust Financial Advisors9,582$416K0.0%+69.4%0.007%
11/13/2024BNP Paribas Financial Markets2,720$118K0.0%-17.1%0.002%
11/8/2024First Horizon Advisors Inc.2,155$94K0.0%+27.0%0.001%
11/8/2024SouthState Corp5,795$252K0.0%+114.9%0.004%
11/7/2024GLOBALT Investments LLC GA14,626$635K0.0%-2.2%0.010%
11/6/2024Mount Lucas Management LP41,512$1.80M0.6%+4.6%0.029%
11/5/2024Richardson Capital Management LLC1,540$67K0.0%+43.5%0.001%
11/5/2024Prime Capital Investment Advisors LLC34,021$1.48M0.0%-7.0%0.024%
11/5/2024Sumitomo Mitsui Trust Group Inc.88,614$3.85M0.0%+7.1%0.061%
11/5/2024FDx Advisors Inc.38,498$1.67M0.5%-8.9%0.027%
11/4/2024Jaffetilchin Investment Partners LLC26,349$1.14M0.1%+1.9%0.018%
10/31/2024Graypoint LLC126,099$5.48M0.4%+2.5%0.087%
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10/29/2024Janney Montgomery Scott LLC39,582$1.72M0.0%-62.9%0.027%
10/29/2024 Princeton Global Asset Management LLC2,423$105K0.0%N/A0.002%
10/29/2024 Farther Finance Advisors LLC23,391$1.02M0.0%+14.8%0.016%
10/28/2024Creative Financial Designs Inc. ADV20,762$901K0.1%-74.8%0.014%
10/28/2024Rosenberg Matthew Hamilton20,676$898K0.2%+21.3%0.014%
10/25/2024Adell Harriman & Carpenter Inc.168,146$7.30M0.5%-2.2%0.116%
10/25/2024Strategic Blueprint LLC12,830$557K0.0%-9.4%0.009%
10/25/2024Fortitude Family Office LLC858$37K0.0%N/A0.001%
10/24/2024Arkadios Wealth Advisors83,164$3.61M0.2%+3.9%0.058%
10/23/2024Klaas Financial Asset Advisors LLC46,432$2.02M0.3%+2.9%0.032%
(Data available from 1/1/2016 forward)

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SHYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHYG shares?

During the previous two years, 116 institutional investors and hedge funds held shares of iShares 0-5 Year High Yield Corporate Bond ETF. The most heavily invested institutionals were Assetmark Inc. ($141.52M), Bank of New York Mellon Corp ($27.94M), Delphi Financial Group Inc. ($22.58M), BNP Paribas Arbitrage SNC ($19.60M), Ninety One UK Ltd ($18.06M), Financial Gravity Asset Management Inc. ($16.65M), and Baker Avenue Asset Management LP ($16.16M).Learn more on SHYG's institutional investors.

Which institutional investors have been buying iShares 0-5 Year High Yield Corporate Bond ETF stock?

Of the 97 institutional investors that purchased iShares 0-5 Year High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($1.24M), Motley Fool Wealth Management LLC ($582.90K), Delphi Financial Group Inc. ($481.97K), Ninety One UK Ltd ($411.41K), Graypoint LLC ($308.36K), RiverFront Investment Group LLC ($258.70K), and Allstate Corp ($194.97K).

How much institutional buying is happening at iShares 0-5 Year High Yield Corporate Bond ETF?

Institutional investors have bought a total of 5,676,614 shares in the last 24 months. This purchase volume represents approximately $237.77M in transactions.

Which iShares 0-5 Year High Yield Corporate Bond ETF major shareholders have been selling company stock?

Of the 66 institutional investors that sold iShares 0-5 Year High Yield Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($4.47M), Assetmark Inc. ($2.40M), Bank of New York Mellon Corp ($1.93M), RiverFront Investment Group LLC ($1.72M), Janney Montgomery Scott LLC ($1.71M), Motley Fool Wealth Management LLC ($440.59K), and Flow Traders U.S. LLC ($318.12K).

How much institutional selling is happening at iShares 0-5 Year High Yield Corporate Bond ETF?

Institutional investors have sold a total of 14,998,799 shares in the last 24 months. This volume of shares sold represents approximately $631.75M in transactions.



This page (NYSEARCA:SHYG) was last updated on 4/16/2025 by MarketBeat.com Staff
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