ISHARES 0-5 YR HY CORP BOND (SHYG) Institutional Shareholders

ISHARES 0-5 YR HY CORP BOND (SHYG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.21B in SHYG holdings during the latest filing period.

Royal Bank Of Canada is currently the largest disclosed institutional shareholder of SHYG tracked by InsiderSet, reporting ownership valued at approximately $622.44M in its March 31, 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 $620.09M, representing an estimated loss of -0.38% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed SHYG value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Assetmark, Inc, Morgan Stanley, 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

555

Total Reported Value

$5.21B

Largest Holder

Royal Bank Of Canada

Largest Position

$622.44M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

27

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Royal Bank Of Canada0.12%14,711,414$622,438,000$620,086,100-$2,351,900-0.38%
Assetmark, Inc0.97%13,266,671$562,639,507$559,190,183-$3,449,324-0.61%
Morgan Stanley0.03%12,811,901$542,071,579$540,021,627-$2,049,952-0.38%
Empower Advisory Group, Llc1.33%12,094,500$511,718,312$509,783,175-$1,935,137-0.38%
Japan Science & Technology Agency3.57%4,450,000$188,724,500$187,567,500-$1,157,000-0.61%
Blackrock, Inc.0.00%4,218,424$178,481,518$177,806,572-$674,946-0.38%
Lpl Financial Llc0.03%3,059,355$129,441,296$128,951,813-$489,483-0.38%
Nepc Llc2.22%2,632,283$111,371,894$110,950,728-$421,166-0.38%
Bank Of America Corp0.01%2,570,336$108,750,927$108,339,662-$411,265-0.38%
Bramshill Investments, Llc7.62%2,091,384$88,486,457$88,151,836-$334,621-0.38%
Wealthfront Advisers Llc0.18%1,931,911$81,739,154$81,430,049-$309,105-0.38%
Commonwealth Equity Services, Llc0.10%1,916,056$81,259,929$80,761,760-$498,169-0.61%
Mercer Global Advisors Inc0.11%1,795,049$75,948,531$75,661,315-$287,216-0.38%
Envestnet Asset Management Inc0.02%1,597,404$67,745,909$67,330,579-$415,330-0.61%
Nomura Asset Management Co Ltd0.17%1,577,340$66,737,255$66,484,881-$252,374-0.38%
State Of Tennessee, Department Of Treasury0.17%1,163,200$49,214,992$49,028,880-$186,112-0.38%
Bank Of New York Mellon Corp0.01%1,149,340$48,628,575$48,444,681-$183,894-0.38%
Wells Fargo & Company/Mn0.01%1,126,899$47,679,082$47,498,793-$180,289-0.38%
Bnp Paribas Asset Management Holding S.A.0.05%1,077,221$45,577,221$45,404,865-$172,356-0.38%
Sound Income Strategies, Llc1.94%1,017,630$43,157,687$42,893,105-$264,583-0.61%
Allspring Global Investments Holdings, Llc0.07%982,305$41,561,325$41,404,156-$157,169-0.38%
Cetera Investment Advisers0.04%873,525$36,958,826$36,819,079-$139,747-0.38%
Raymond James Financial Inc0.01%825,730$34,936,669$34,804,520-$132,150-0.38%
Ubs Group Ag0.01%741,693$31,381,031$31,262,360-$118,671-0.38%
Mariner, Llc0.03%698,802$29,566,309$29,454,504-$111,805-0.38%
Ninety One Uk Ltd0.05%579,677$24,584,102$24,433,386-$150,716-0.61%
Scotia Capital Inc.0.10%579,590$24,522,450$24,429,719-$92,732-0.38%
Baker Avenue Asset Management, Lp0.46%574,072$24,346,401$24,197,135-$149,266-0.61%
High Probability Advisors, Llc2.58%568,588$24,113,817$23,965,984-$147,833-0.61%
Hightower Advisors, Llc0.02%549,075$23,231,361$23,143,511-$87,850-0.38%
American Century Companies Inc0.01%544,315$23,029,968$22,942,877-$87,091-0.38%
Financial Gravity Asset Management, Inc.4.08%541,783$22,922,840$22,836,153-$86,687-0.38%
Creative Planning0.02%526,948$22,295,147$22,210,858-$84,289-0.38%
Shp Wealth Management1.67%523,777$22,161,004$22,077,201-$83,803-0.38%
Gibbs Wealth Management2.89%518,491$21,937,343$21,854,396-$82,947-0.38%
Matthew Goff Investment Advisor, Llc3.45%482,367$20,457,173$20,331,769-$125,404-0.61%
Atwood & Palmer Inc1.05%465,716$19,751,035$19,629,929-$121,106-0.61%
Bluesky Wealth Advisors, Llc2.23%453,800$19,245,658$19,127,670-$117,988-0.61%
Stifel Financial Corp0.02%431,271$18,247,110$18,178,073-$69,037-0.38%
Legacy Financial Group Llc2.21%414,479$17,536,587$17,470,290-$66,297-0.38%
Osaic Holdings, Inc.0.03%409,181$17,314,418$17,246,979-$67,439-0.39%
Advisors Capital Management, Llc0.19%384,476$16,267,214$16,205,663-$61,551-0.38%
Mai Capital Management0.09%384,267$16,258,345$16,196,854-$61,491-0.38%
Mgo One Seven Llc0.27%382,042$16,202,410$16,103,070-$99,340-0.61%
Mml Investors Services, Llc0.04%364,727$15,431,612$15,373,243-$58,369-0.38%
Kilterhowling Llc7.67%359,293$15,201,673$15,144,200-$57,473-0.38%
Cascade Wealth Advisors, Inc6.56%351,766$14,950,036$14,826,937-$123,099-0.82%
Ascent Group, Llc0.43%337,135$14,297,896$14,210,240-$87,656-0.61%
Belpointe Asset Management Llc0.47%337,014$14,292,789$14,205,140-$87,649-0.61%
Sweeney & Michel, Llc4.19%334,981$14,243,412$14,119,449-$123,963-0.87%

Frequently asked questions about SHYG

  • Who owns the most SHYG stock?

    The largest holders of SHYG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES 0-5 YR HY CORP BOND (SHYG).

  • Is SHYG widely held by superinvestors?

    Many widely followed stocks like SHYG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SHYG is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.