ISHARES 0-5 YR HY CORP BOND SHYG
$42.24
+0.1% 52w: $39.89 – $42.35
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data39.8941.1242.35
Jun 20, 2025 Jul 2, 2026
Institutional holders
554
-27 QoQ
13F value
$5.26B
-10.3% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns SHYG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | Bank broker | 14.7M | $622.4M | 0.1% | +3.0% |
| MORGAN STANLEY | Bank broker | 12.8M | $542.1M | 0.0% | +0.3% |
| ASSETMARK, INC | Wealth advisor | 12.6M | $532.4M | 1.1% | +7.3% |
| Empower Advisory Group, LLC | Wealth advisor | 12.1M | $511.7M | 1.3% | +8.6% |
| Japan Science & Technology Agency | Wealth advisor | 4.5M | $188.3M | 3.9% | Held |
| BlackRock, Inc. | Index provider | 4.2M | $178.5M | 0.0% | +10.5% |
| LPL Financial LLC | Bank broker | 3.1M | $129.4M | 0.0% | +7.7% |
| NEPC LLC | Wealth advisor | 2.6M | $111.4M | 2.2% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.6M | $110.3M | 0.2% | -11.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.6M | $108.8M | 0.0% | +6.1% |
| Bramshill Investments, LLC | Wealth advisor | 2.1M | $88.5M | 7.6% | -82.5% |
| Wealthfront Advisers LLC | Wealth advisor | 1.9M | $81.7M | 0.2% | -31.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.8M | $75.9M | 0.1% | -7.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.7M | $71.9M | 0.0% | +0.6% |
| NOMURA ASSET MANAGEMENT CO LTD | Diversified mechanical | 1.6M | $66.7M | 0.2% | +3.2% |
| State of Tennessee, Department of Treasury | Diversified mechanical | 1.2M | $49.2M | 0.2% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 1.1M | $48.6M | 0.0% | +31.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.1M | $47.7M | 0.0% | -25.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Bank broker | 1.1M | $45.6M | 0.1% | Held |
| Sound Income Strategies, LLC | Diversified mechanical | 1.0M | $42.8M | 2.1% | -2.0% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 982.3K | $41.6M | 0.1% | +13.5% |
| Cetera Investment Advisers | Wealth advisor | 873.5K | $37.0M | 0.0% | +1.2% |
| Betterment LLC | Wealth advisor | 873.3K | $36.9M | 0.1% | +5.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 825.7K | $34.9M | 0.0% | -1.9% |
| UBS Group AG | Bank broker | 741.7K | $31.4M | 0.0% | +4.4% |
| Mariner, LLC | Diversified mechanical | 698.8K | $29.6M | 0.0% | -35.1% |
| Ninety One UK Ltd | Other | 579.7K | $24.5M | 0.1% | +0.3% |
| SCOTIA CAPITAL INC. | Other | 579.6K | $24.5M | 0.1% | +11.0% |
| HighTower Advisors, LLC | Diversified mechanical | 549.1K | $23.2M | 0.0% | +5.8% |
| Baker Avenue Asset Management, LP | Other | 547.1K | $23.1M | 0.5% | +2.7% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 544.3K | $23.0M | 0.0% | Held |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 544.2K | $23.0M | 0.2% | -0.2% |
| Financial Gravity Asset Management, Inc. | Wealth advisor | 541.8K | $22.9M | 4.1% | +2.9% |
| High Probability Advisors, LLC | Wealth advisor | 533.4K | $22.6M | 2.9% | +12.4% |
| Creative Planning | Wealth advisor | 526.9K | $22.3M | 0.0% | +0.7% |
| SHP Wealth Management | Wealth advisor | 523.8K | $22.2M | 1.7% | -16.1% |
| Gibbs Wealth Management | Other | 518.5K | $21.9M | 2.9% | +84.1% |
| Ocean Park Asset Management, LLC | Wealth advisor | 516.0K | $21.8M | 1.3% | -48.8% |
| ATWOOD & PALMER INC | Other | 457.7K | $19.4M | 1.1% | +1.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 431.3K | $18.2M | 0.0% | +6.5% |
| BlueSky Wealth Advisors, LLC | Wealth advisor | 418.0K | $17.7M | 2.3% | New |
| Legacy Financial Group LLC | Wealth advisor | 414.5K | $17.5M | 2.2% | -0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 409.2K | $17.3M | 0.0% | -11.4% |
| Advisors Capital Management, LLC | Other | 384.5K | $16.3M | 0.2% | +2.1% |
| MAI Capital Management | Wealth advisor | 384.3K | $16.3M | 0.1% | +5.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 364.7K | $15.4M | 0.0% | -19.9% |
| KilterHowling LLC | Wealth advisor | 359.3K | $15.2M | 7.7% | +37.5% |
| Cascade Wealth Advisors, Inc | Wealth advisor | 351.8K | $15.0M | 6.6% | +1.5% |
| SWEENEY & MICHEL, LLC | Wealth advisor | 335.0K | $14.2M | 4.2% | +4.1% |
| Belpointe Asset Management LLC | Wealth advisor | 306.7K | $13.0M | 0.5% | -3.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.