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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +620 | — | 620 | $26.57K | Q4 2025 | Aug 28, 2026 |
| Arete Wealth Advisors, Llc | Buy | +55,524 | — | 55,524 | $2.38M | Q4 2025 | Aug 11, 2026 |
| Norris Financial Group, Llc | Buy | +15,620 | +17.6% | 104,292 | $4.47M | Q4 2025 | May 20, 2026 |
| Independent Financial Group, Llc | Buy | +3,226 | +58.6% | 8,727 | $374.11K | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +26 | — | 26 | $1.11K | Q4 2025 | May 12, 2026 |
| Oakmont Advisory Group, Llc | Buy | +29,160 | — | 29,160 | $1.25M | Q4 2025 | May 11, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +24,576 | — | 24,576 | $1.05M | Q4 2025 | Apr 29, 2026 |
| Red Reef Advisors Llc | Buy | +17,177 | — | 17,177 | $736.39K | Q4 2025 | Apr 08, 2026 |
| Merited Wealth, Llc | Buy | +8,848 | — | 8,848 | $379.31K | Q4 2025 | Mar 26, 2026 |
| Vericrest Private Wealth | Buy | +5,922 | — | 5,922 | $253.88K | Q4 2025 | Mar 12, 2026 |
| Hsbc Holdings Plc | Buy | +12,311 | — | 12,311 | $527.77K | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +624,049 | — | 624,049 | $26.75M | Q4 2025 | Mar 04, 2026 |
| Rehmann Capital Advisory Group | Buy | +8,990 | — | 8,990 | $385.40K | Q4 2025 | Mar 04, 2026 |
| Tempo Wealth, Llc | Buy | +9,785 | — | 9,785 | $419.50K | Q4 2025 | Feb 25, 2026 |
| Investments & Financial Planning, Llc | Buy | +59,389 | — | 59,389 | $2.55M | Q4 2025 | Feb 23, 2026 |
| Monetary Solutions, Ltd | Buy | +1,540 | — | 1,540 | $66.02K | Q4 2025 | Feb 23, 2026 |
| Larch Capital Partners Llc | Buy | +96,900 | — | 96,900 | $4.15M | Q4 2025 | Feb 20, 2026 |
| Bauman Advisory Group, Llc | Buy | +62,708 | — | 62,708 | $2.69M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +1,454 | — | 1,454 | $62.35K | Q4 2025 | Feb 20, 2026 |
| Compound Planning, Inc. | Buy | +52,421 | — | 52,421 | $2.25M | Q4 2025 | Feb 19, 2026 |
| Corient Private Wealth Llc | Buy | +19,852 | — | 19,852 | $851.04K | Q4 2025 | Feb 19, 2026 |
| Atx Financial Planning, Llc | Buy | +9,528 | — | 9,528 | $408.48K | Q4 2025 | Feb 19, 2026 |
| Mercer Global Advisors Inc | Buy | +1,930,920 | — | 1,930,920 | $82.78M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +841,451 | — | 841,451 | $36.07M | Q4 2025 | Feb 18, 2026 |
| Kitching Partners, Llc | Buy | +241,648 | — | 241,648 | $10.36M | Q4 2025 | Feb 18, 2026 |
| First Citizens Bank & Trust Co | Buy | +33,135 | — | 33,135 | $1.42M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +28,717 | — | 28,717 | $1.23M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +27,552 | — | 27,552 | $1.18M | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +8,844 | — | 8,844 | $379.14K | Q4 2025 | Feb 18, 2026 |
| Sierra Capital Llc | Buy | +8,727 | — | 8,727 | $374.00K | Q4 2025 | Feb 18, 2026 |
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.