SHYG Institutional Ownership & Shareholders
ISHARES 0-5 YR HY CORP BOND (SHYG) is currently held by 557 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.46B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of SHYG tracked by InsiderSet, reporting ownership valued at approximately $644.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $627.02M, representing an estimated loss of -2.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed SHYG value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Morgan Stanley, Assetmark, Inc, and several other long-term asset managers with concentrated positions in ISHARES 0-5 YR HY CORP BOND (SHYG).
This page ranks the largest institutional SHYG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
557
Total Reported Value
$5.46B
Largest Holder
Royal Bank Of Canada
Largest Position
$644.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 0.11% | 15,196,742 | $644,493,000 | $627,017,575 | -$17,475,425 | -2.71% | |
| Morgan Stanley | 0.03% | 14,202,496 | $602,327,923 | $585,994,985 | -$16,332,938 | -2.71% | |
| Assetmark, Inc | 0.97% | 14,009,554 | $577,894,114 | $578,034,198 | +$140,084 | +0.02% | |
| Empower Advisory Group, Llc | 1.32% | 13,050,164 | $553,457,435 | $538,449,767 | -$15,007,668 | -2.71% | |
| Japan Science & Technology Agency | 3.33% | 4,450,000 | $183,562,500 | $183,607,000 | +$44,500 | +0.02% | |
| Blackrock, Inc. | 0.00% | 4,226,615 | $179,250,743 | $174,390,135 | -$4,860,608 | -2.71% | |
| Lpl Financial Llc | 0.03% | 3,384,414 | $143,532,992 | $139,640,922 | -$3,892,070 | -2.71% | |
| Wealthfront Advisers Llc | 0.22% | 2,681,442 | $113,719,955 | $110,636,297 | -$3,083,658 | -2.71% | |
| Nepc Llc | 2.08% | 2,632,283 | $111,635,122 | $108,607,997 | -$3,027,125 | -2.71% | |
| Bank Of America Corp | 0.01% | 2,623,843 | $111,277,197 | $108,259,762 | -$3,017,435 | -2.71% | |
| Bramshill Investments, Llc | 6.84% | 2,108,580 | $89,424,871 | $87,000,011 | -$2,424,860 | -2.71% | |
| Mercer Global Advisors Inc | 0.11% | 2,034,737 | $86,293,180 | $83,953,249 | -$2,339,931 | -2.71% | |
| Commonwealth Equity Services, Llc | 0.11% | 1,979,045 | $81,635,602 | $81,655,397 | +$19,795 | +0.02% | |
| Envestnet Asset Management Inc | 0.02% | 1,597,404 | $67,745,909 | $65,908,889 | -$1,837,020 | -2.71% | |
| Nomura Asset Management Co Ltd | 0.14% | 1,573,240 | $66,721,108 | $64,911,882 | -$1,809,226 | -2.71% | |
| Wells Fargo & Company/Mn | 0.01% | 1,521,375 | $64,521,513 | $62,771,933 | -$1,749,581 | -2.71% | |
| Bank Of New York Mellon Corp | 0.01% | 1,178,652 | $49,986,648 | $48,631,182 | -$1,355,466 | -2.71% | |
| Bnp Paribas Asset Management Holding S.A. | 0.05% | 1,077,221 | $45,684,943 | $44,446,138 | -$1,238,805 | -2.71% | |
| Cetera Investment Advisers | 0.04% | 990,960 | $42,026,599 | $40,887,010 | -$1,139,589 | -2.71% | |
| Allspring Global Investments Holdings, Llc | 0.06% | 879,237 | $37,288,441 | $36,277,319 | -$1,011,122 | -2.71% | |
| Raymond James Financial Inc | 0.01% | 837,457 | $35,516,537 | $34,553,476 | -$963,061 | -2.71% | |
| Ubs Group Ag | 0.01% | 761,939 | $32,313,833 | $31,437,603 | -$876,230 | -2.71% | |
| Sound Income Strategies, Llc | 1.40% | 760,280 | $31,315,947 | $31,369,153 | +$53,206 | +0.17% | |
| Mariner, Llc | 0.03% | 726,574 | $30,813,999 | $29,978,443 | -$835,556 | -2.71% | |
| Scotia Capital Inc. | 0.11% | 671,455 | $28,476,420 | $27,704,233 | -$772,187 | -2.71% | |
| Gibbs Wealth Management | 2.70% | 622,219 | $25,666,551 | $25,672,756 | +$6,205 | +0.02% | |
| Capstone Investment Advisors, Llc | 0.18% | 598,401 | $25,378,186 | $24,690,025 | -$688,161 | -2.71% | |
| High Probability Advisors, Llc | 2.76% | 597,162 | $24,632,952 | $24,638,904 | +$5,952 | +0.02% | |
| Ninety One Uk Ltd | 0.05% | 579,677 | $24,584,102 | $23,917,473 | -$666,629 | -2.71% | |
| Baker Avenue Asset Management, Lp | 0.46% | 574,072 | $24,346,401 | $23,686,211 | -$660,190 | -2.71% | |
| Creative Planning | 0.01% | 575,550 | $23,741,423 | $23,747,193 | +$5,770 | +0.02% | |
| Financial Gravity Asset Management, Inc. | 4.08% | 541,783 | $22,922,840 | $22,353,967 | -$568,873 | -2.48% | |
| Matthew Goff Investment Advisor, Llc | 3.10% | 505,854 | $20,866,495 | $20,871,536 | +$5,041 | +0.02% | |
| Mml Investors Services, Llc | 0.04% | 480,840 | $20,392,432 | $19,839,458 | -$552,974 | -2.71% | |
| Bluesky Wealth Advisors, Llc | 2.29% | 479,783 | $19,791,056 | $19,795,847 | +$4,791 | +0.02% | |
| Atwood & Palmer Inc | 1.00% | 473,032 | $19,512,559 | $19,517,300 | +$4,741 | +0.02% | |
| American Century Companies Inc | 0.01% | 444,098 | $18,834,196 | $18,323,483 | -$510,713 | -2.71% | |
| Stifel Financial Corp | 0.02% | 442,322 | $18,758,953 | $18,250,206 | -$508,747 | -2.71% | |
| Legacy Financial Group Llc | 2.11% | 441,195 | $18,711,059 | $18,203,706 | -$507,353 | -2.71% | |
| Osaic Holdings, Inc. | 0.02% | 437,857 | $18,571,893 | $18,065,980 | -$505,913 | -2.72% | |
| Advisors Capital Management, Llc | 0.19% | 431,186 | $18,286,600 | $17,790,734 | -$495,866 | -2.71% | |
| Loomis Sayles & Co L P | 0.02% | 394,915 | $16,748,345 | $16,294,193 | -$454,152 | -2.71% | |
| Mai Capital Management | 0.06% | 393,300 | $16,679,867 | $16,227,558 | -$452,309 | -2.71% | |
| Mgo One Seven Llc | 0.27% | 392,434 | $16,187,918 | $16,191,827 | +$3,909 | +0.02% | |
| Alesco Advisors, Llc, An Esl Co | 0.37% | 381,033 | $16,159,610 | $15,721,422 | -$438,188 | -2.71% | |
| Carr Financial Group Corp | 3.68% | 376,508 | $15,967,700 | $15,534,720 | -$432,980 | -2.71% | |
| Kilterhowling Llc | 6.97% | 366,816 | $15,556,669 | $15,134,828 | -$421,841 | -2.71% | |
| Cascade Wealth Advisors, Inc | 6.15% | 363,259 | $15,311,374 | $14,988,066 | -$323,308 | -2.11% | |
| Trivium Point Advisory, Llc | 1.37% | 354,915 | $15,051,937 | $14,643,793 | -$408,144 | -2.71% | |
| Kestra Advisory Services, Llc | 0.04% | 361,881 | $14,927,586 | $14,931,210 | +$3,624 | +0.02% |
Frequently asked questions about SHYG
Who are the largest institutional holders of SHYG?
The largest institutional holders of SHYG reported in the latest SEC Form 13F filings include Royal Bank Of Canada, Morgan Stanley, Assetmark, Inc, Empower Advisory Group, Llc, and Japan Science & Technology Agency. InsiderSet ranks institutional holders by their latest reported SHYG position.
What is SHYG institutional ownership?
This page tracks SHYG positions reported by institutional investment managers through SEC Form 13F. ISHARES 0-5 YR HY CORP BOND (SHYG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SHYG?
InsiderSet currently tracks 557 institutional managers reporting SHYG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SHYG shareholders.
How much SHYG stock do institutions own?
Institutional investment managers disclosed approximately $5.46B in SHYG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SHYG institutional ownership last updated?
The latest SHYG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SHYG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SHYG position after the reporting date.
Are institutions buying or selling SHYG?
Institutional buying and selling can be analyzed by comparing SHYG positions across consecutive 13F reporting periods. InsiderSet's SHYG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHYG ownership changes.
How has SHYG institutional ownership changed over time?
InsiderSet tracks SHYG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.