ISHARES 0-5 YR HY CORP BOND (SHYG) Institutional Ownership Changes & 13F Activity

ISHARES 0-5 YR HY CORP BOND (SHYG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Raymond James Financial Inc, Shp Wealth Management, Kitching Partners, Llc, and Larch Capital Partners Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+620—620$26.57KQ4 2025Aug 28, 2026
Arete Wealth Advisors, LlcBuy+55,524—55,524$2.38MQ4 2025Aug 11, 2026
Norris Financial Group, LlcBuy+15,620+17.6%104,292$4.47MQ4 2025May 20, 2026
Independent Financial Group, LlcBuy+3,226+58.6%8,727$374.11KQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+26—26$1.11KQ4 2025May 12, 2026
Oakmont Advisory Group, LlcBuy+29,160—29,160$1.25MQ4 2025May 11, 2026
Journey Retirement Planning & Investment Management LlcBuy+24,576—24,576$1.05MQ4 2025Apr 29, 2026
Red Reef Advisors LlcBuy+17,177—17,177$736.39KQ4 2025Apr 08, 2026
Merited Wealth, LlcBuy+8,848—8,848$379.31KQ4 2025Mar 26, 2026
Vericrest Private WealthBuy+5,922—5,922$253.88KQ4 2025Mar 12, 2026
Hsbc Holdings PlcBuy+12,311—12,311$527.77KQ4 2025Mar 06, 2026
Shp Wealth ManagementBuy+624,049—624,049$26.75MQ4 2025Mar 04, 2026
Rehmann Capital Advisory GroupBuy+8,990—8,990$385.40KQ4 2025Mar 04, 2026
Tempo Wealth, LlcBuy+9,785—9,785$419.50KQ4 2025Feb 25, 2026
Investments & Financial Planning, LlcBuy+59,389—59,389$2.55MQ4 2025Feb 23, 2026
Monetary Solutions, LtdBuy+1,540—1,540$66.02KQ4 2025Feb 23, 2026
Larch Capital Partners LlcBuy+96,900—96,900$4.15MQ4 2025Feb 20, 2026
Bauman Advisory Group, LlcBuy+62,708—62,708$2.69MQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+1,454—1,454$62.35KQ4 2025Feb 20, 2026
Compound Planning, Inc.Buy+52,421—52,421$2.25MQ4 2025Feb 19, 2026
Corient Private Wealth LlcBuy+19,852—19,852$851.04KQ4 2025Feb 19, 2026
Atx Financial Planning, LlcBuy+9,528—9,528$408.48KQ4 2025Feb 19, 2026
Mercer Global Advisors IncBuy+1,930,920—1,930,920$82.78MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+841,451—841,451$36.07MQ4 2025Feb 18, 2026
Kitching Partners, LlcBuy+241,648—241,648$10.36MQ4 2025Feb 18, 2026
First Citizens Bank & Trust CoBuy+33,135—33,135$1.42MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+28,717—28,717$1.23MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+27,552—27,552$1.18MQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+8,844—8,844$379.14KQ4 2025Feb 18, 2026
Sierra Capital LlcBuy+8,727—8,727$374.00KQ4 2025Feb 18, 2026
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Frequently asked questions about SHYG activity

  • Which institutional owners are buying SHYG?

    Institutional owners buying SHYG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SHYG activity?

    "Buy" means an investor increased their reported position in SHYG compared to the prior reporting period. This reflects growing exposure to ISHARES 0-5 YR HY CORP BOND (SHYG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SHYG increasing?

    Institutional interest in SHYG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.