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SHYG · iShares 0-5 Year High Yield Corporate Bond ETF ETF

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$41.99 -0.01 (-0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $2,113,796
Total Shares: 49,842

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
40.5%
Sep 2023 → Jun 2026 · range 9.5% – 40.5%
+28.8 pts
Top 5
99.8%
Sep 2023 → Jun 2026 · range 32.4% – 99.8%
+54.7 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 46.3% – 100.0%
+42.8 pts
HHI
3,429
Sep 2023 → Jun 2026 · range 317 – 3,429
Highly concentrated+2,927

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
3
Sold Out
549
Unchanged
1
Holder count: -547
Institutional value: -100.0%
Shares held: -100.0%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Parkside Financial Bank & Trust −275 100
Corient Private Wealth LLC −28 20,194
Cornerstone Financial Management LLC −1 619

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 18,136 $769,147
Kinetic Wealth Investment Advisors LLC 10,716 $454,465

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
ROYAL BANK OF CANADA 14,711,414 $622,439,924
MORGAN STANLEY 12,811,901 $542,071,530
ASSETMARK, INC 12,584,102 $532,433,355
Empower Advisory Group, LLC 12,094,500 $511,718,295
Japan Science & Technology Agency 4,450,000 $188,279,500
Filter: New 2 Increased 0 Reduced 3 Sold out 549 Unchanged 1
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SHYG $856,427 40.52% 20,194
CITADEL ADVISORS LLC SHYG $769,147 36.39% 18,136
Kinetic Wealth Investment Advisors LLC SHYG $454,465 21.50% 10,716
Cornerstone Financial Management LLC SHYG $26,251 1.24% 619
Parkside Financial Bank & Trust SHYG $4,241 0.20% 100
TUCKER ASSET MANAGEMENT LLC SHYG $3,265 0.15% 77