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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
$42.24 0.00 (0.00%)
As of 07/2/2026 04:10 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)
69
Total
Institutional Inflows
(last 12 months)
$116.02M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$71.96M
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SHYG Institutional Buying and Selling by Quarter

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
6/3/2026Parallel Advisors LLC10,513$445K0.0%+28.5%0.006%
5/19/2026Strategic Investment Advisors MI57,224$2.42M0.2%+27.6%0.032%
5/19/2026Arkadios Wealth Advisors150,110$6.35M0.1%+6.4%0.084%
5/14/2026RMG Wealth Management LLC28,760$1.22M0.1%N/A0.016%
5/7/2026Wells Financial Advisors INC635$27K0.1%-70.3%0.000%
5/7/2026Parallel Advisors LLC10,513$445K0.0%+28.5%0.006%
5/7/2026Koss Olinger Consulting LLC6,076$257K0.0%-11.6%0.003%
5/6/2026Bartlett & CO. Wealth Management LLC291,657$12.42M0.2%-4.4%0.164%
5/5/2026Bank of New York Mellon Corp1,149,340$48.63M0.0%+31.0%0.647%
5/5/2026Adell Harriman & Carpenter Inc.119,304$5.05M0.3%+6.3%0.067%
5/1/2026S. R. Schill & Associates53,932$2.28M1.5%+7.8%0.030%
4/30/2026Sumitomo Mitsui Trust Group Inc.63,144$2.67M0.0%-6.1%0.036%
4/28/2026Whittier Trust Co.1,960$83K0.0%-22.0%0.001%
4/28/2026Ascentis Independent Advisors1,000$42K0.0%N/A0.001%
4/28/2026NBT Bank N A NY1,570$66K0.0%+3,551.2%0.001%
4/28/2026Hunter Associates Investment Management LLC18,310$774K0.1%+11.2%0.010%
4/27/2026Sound Income Strategies LLC1,015,055$42.75M2.1%-2.0%0.571%
4/24/2026Root Financial Partners LLC14,458$612K0.0%+3.7%0.008%
4/24/2026Alexis Investment Partners LLC164,983$6.92M4.8%+11.6%0.093%
4/22/2026Janney Montgomery Scott LLC92,829$3.93M0.0%-13.7%0.052%
4/16/2026SG Americas Securities LLC29,631$1.25M0.0%N/A0.017%
2/23/2026Monetary Solutions Ltd1,540$66K0.1%N/A0.001%
2/20/2026Sunbelt Securities Inc.1,454$62K0.0%-30.1%0.001%
2/18/2026Ameriflex Group Inc.8,844$379K0.2%-23.3%0.005%
2/18/2026Virtue Capital Management LLC79,572$3.41M0.1%+962.2%0.042%
2/18/2026Cahill Financial Advisors Inc.6,757$290K0.0%+44.3%0.004%
2/17/2026WFA of San Diego LLC1,549$66K0.0%+43.3%0.001%
2/17/2026Advisory Services Network LLC35,598$1.53M0.0%+2.5%0.019%
2/17/2026Captrust Financial Advisors8,521$365K0.0%+9.0%0.005%
2/16/2026Financial Gravity Asset Management Inc.526,684$22.58M4.3%+7.4%0.278%
2/16/2026Cornerstone Financial Management LLC620$27K0.0%N/A0.000%
2/13/2026Arkadios Wealth Advisors141,052$6.05M0.1%+11.2%0.075%
2/12/2026Rossby Financial LCC6,247$268K0.1%+5.5%0.003%
2/12/2026Loomis Sayles & Co. L P466,000$19.98M0.0%+22.1%0.246%
2/12/2026Colonial Trust Co SC2,320$99K0.0%-51.9%0.001%
2/12/2026Mosley Wealth Management5,549$239K0.1%N/A0.003%
2/11/2026Janney Montgomery Scott LLC107,597$4.61M0.0%-49.1%0.057%
2/11/2026Motley Fool Wealth Management LLC239,285$10.26M0.8%-12.3%0.126%
2/11/2026Winnow Wealth LLC2,052$88K0.1%-28.8%0.001%
2/11/2026JPMorgan Chase & Co.332,936$14.27M0.0%+1.7%0.176%
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2/11/2026Parallel Advisors LLC8,182$351K0.0%+5.4%0.004%
2/11/2026Argent Advisors Inc.14,063$603K0.2%N/A0.007%
2/11/2026Continuum Advisory LLC73,375$3.15M0.3%+21.9%0.039%
2/10/2026Bank of New York Mellon Corp877,177$37.61M0.0%+1.3%0.463%
2/10/2026Peak Retirement Planning Inc.5,517$236K0.1%N/A0.003%
2/10/2026One Capital Management LLC101,091$4.33M0.1%+6.2%0.053%
2/10/2026Waterloo Capital L.P.263,331$11.29M0.8%+12.0%0.139%
2/9/2026Allstate Corp83,520$3.58M0.0%+11.3%0.044%
2/9/2026Fisher Asset Management LLC10,897$467K0.0%N/A0.006%
2/6/2026Copia Wealth Management10,417$447K0.3%-2.4%0.006%
2/6/2026Adell Harriman & Carpenter Inc.112,204$4.81M0.3%+1.1%0.059%
2/6/2026Creative Financial Designs Inc. ADV12,234$524K0.0%+20.9%0.006%
2/6/2026GLOBALT Investments LLC GA10,772$462K0.0%-2.4%0.006%
2/5/2026RiverFront Investment Group LLC140,676$6.03M0.1%-89.2%0.074%
2/5/2026Legacy Financial Group LLC417,113$17.84M2.2%+62.7%0.220%
2/2/2026Millstone Evans Group LLC785$34K0.0%N/A0.000%
2/2/2026FSA Advisors Inc.47,330$2.03M0.4%N/A0.025%
1/30/2026North Star Investment Management Corp.8,682$372K0.0%+44.2%0.005%
1/30/2026Strategic Blueprint LLC7,608$326K0.0%-9.7%0.004%
1/29/2026Alexis Investment Partners LLC147,810$6.34M2.4%+14.7%0.078%
1/27/2026Klaas Financial Asset Advisors LLC51,492$2.21M0.3%+5.0%0.027%
1/27/2026HCR Wealth Advisors48,414$2.08M0.2%-1.0%0.026%
1/27/2026Ninety One UK Ltd577,751$24.77M0.1%-5.2%0.306%
1/23/2026Farther Finance Advisors LLC52,137$2.24M0.0%+23.0%0.028%
1/23/2026Sumitomo Mitsui Trust Group Inc.67,237$2.88M0.0%-7.9%0.036%
1/23/2026S. R. Schill & Associates50,029$2.15M1.5%-0.6%0.027%
1/22/2026Richardson Financial Services Inc.38,026$1.63M0.5%+13.2%0.020%
1/22/2026City Holding Co.100,817$4.32M0.5%-0.8%0.053%
1/22/2026Bartlett & CO. Wealth Management LLC305,003$13.08M0.2%-1.4%0.162%
1/21/2026Prime Capital Investment Advisors LLC27,160$1.16M0.0%-4.5%0.014%
1/21/2026Hunter Associates Investment Management LLC16,465$705K0.1%+69.4%0.009%
1/21/2026Sound Income Strategies LLC1,035,730$44.59M2.1%+3.5%0.549%
1/15/2026Jaffetilchin Investment Partners LLC34,134$1.46M0.1%+2.2%0.018%
1/15/2026Westend Capital Management LLC1,843$79K0.0%-24.1%0.001%
1/5/2026Rosenberg Matthew Hamilton47,496$2.04M0.4%+20.7%0.026%
1/1/2026JPMorgan Chase & Co.327,427$14.18M0.0%+3.4%0.178%
12/2/2025IFP Advisors Inc27,484$1.19M0.0%+25.2%0.015%
11/19/2025Sunbelt Securities Inc.2,080$90K0.0%-95.0%0.001%
11/17/2025United Capital Financial Advisors LLC52,126$2.26M0.0%-2.6%0.028%
11/17/2025S. R. Schill & Associates50,349$2.18M1.5%+3.0%0.027%
11/17/2025Ameriprise Financial Inc.432,109$18.71M0.0%+8.7%0.235%
11/14/2025One Capital Management LLC95,202$4.12M0.1%+2.6%0.052%
11/13/2025BNP Paribas Financial Markets7,431$322K0.0%+10.4%0.004%
11/13/2025Parallel Advisors LLC7,764$336K0.0%+71.4%0.004%
11/13/2025CKW Financial Group9,469$408K0.0%+7.4%0.005%
11/13/2025Ameriflex Group Inc.11,527$499K0.2%+459.8%0.006%
11/12/2025Diversified Portfolios Inc.17,270$748K0.1%-5.0%0.009%
11/12/2025Dunhill Financial LLC604$26K0.0%N/A0.000%
11/12/2025Creative Financial Designs Inc. ADV10,123$438K0.0%-26.2%0.006%
11/10/2025Colonial Trust Advisors1,735$75K0.0%-15.4%0.001%
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11/10/2025Mount Lucas Management LP44,214$1.91M0.8%+4.7%0.024%
11/10/2025Colonial Trust Co SC4,820$209K0.0%-17.2%0.003%
11/10/2025Rossby Financial LCC5,923$255K0.1%-7.2%0.003%
11/7/2025JPMorgan Chase & Co.327,427$14.18M0.0%+3.4%0.178%
11/5/2025Prime Capital Investment Advisors LLC28,433$1.23M0.0%-3.8%0.016%
11/5/2025Waterloo Capital L.P.235,112$10.18M0.8%+7.2%0.129%
11/5/2025SouthState Bank Corp9,830$426K0.0%+21.7%0.005%
11/5/2025Bessemer Group Inc.3,014$131K0.0%N/A0.002%
11/4/2025Adell Harriman & Carpenter Inc.111,028$4.81M0.3%-9.0%0.061%
11/4/2025Jones Financial Companies Lllp86,145$3.73M0.0%+7.3%0.047%


SHYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 122 institutional investors and hedge funds held shares of iShares 0-5 Year High Yield Corporate Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($48.63M), Sound Income Strategies LLC ($42.75M), Ninety One UK Ltd ($24.77M), Financial Gravity Asset Management Inc. ($22.58M), Loomis Sayles & Co. L P ($19.98M), Ameriprise Financial Inc. ($18.71M), and Legacy Financial Group LLC ($17.84M).Learn more on iShares 0-5 Year High Yield Corporate Bond ETF's institutional investors.

Of the 108 institutional investors that purchased iShares 0-5 Year High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RiverFront Investment Group LLC ($999.05K), Motley Fool Wealth Management LLC ($631.20K), Financial Gravity Asset Management Inc. ($478.14K), Bank of New York Mellon Corp ($446.25K), Ninety One UK Ltd ($401.21K), Janney Montgomery Scott LLC ($227.75K), and JPMorgan Chase & Co. ($185.72K).

Institutional investors have bought a total of 2,699,323 shares in the last 24 months. This purchase volume represents approximately $116.02M in transactions.

Of the 39 institutional investors that sold iShares 0-5 Year High Yield Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RiverFront Investment Group LLC ($1.16M), Janney Montgomery Scott LLC ($118.41K), Motley Fool Wealth Management LLC ($95.44K), BNP Paribas Financial Markets ($48.27K), Sunbelt Securities Inc. ($39.84K), Sound Income Strategies LLC ($39.83K), and Ninety One UK Ltd ($32K).

Institutional investors have sold a total of 1,677,250 shares in the last 24 months. This volume of shares sold represents approximately $71.96M in transactions.



This page (NYSEARCA:SHYG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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