SHYG institutional holders

iShares 0-5 Year High Yield Corporate Bond ETF · 596 reporting institutions · $5.5B reported value

Funds that can replace SHYG · SHYG return decomposition

Institutional holdings

Institutions reporting SHYG, largest first
InstitutionReported positionAdvisors at firmReport period
Royal Bank of Canada$644.5M02026-06-30
Morgan Stanley$602.3M23,1852026-06-30
Assetmark, Inc$562.6M2202026-06-30
Empower Advisory Group, LLC$553.5M1,9802026-06-30
Japan Science & Technology Agency$188.7M02026-06-30
Blackrock, Inc.$179.3M02026-06-30
Lpl Financial LLC$143.5M23,4582026-06-30
Wealthfront Advisers LLC$113.7M402026-06-30
Nepc LLC$111.6M12026-06-30
Bank of America Corp /de$111.3M02026-06-30
Bramshill Investments, LLC$89.4M02026-06-30
Mercer Global Advisors Inc /adv$86.3M02026-06-30
Commonwealth Equity Services, LLC$81.3M2,8632026-06-30
Envestnet Pmc$67.7M602026-06-30
Nomura Asset Management Co Ltd$66.7M02026-06-30
Wells Fargo & Company/mn$64.5M02026-06-30
Bank of New York Mellon Corp$50M02026-06-30
Bnp Paribas Asset Management Holding S.A.$45.7M02026-06-30
Sound Income Strategies, LLC$43.2M1182026-06-30
Cetera Investment Advisers$42M10,3702026-06-30
Allspring Global Investments Holdings, LLC$37.3M02026-06-30
Raymond James Financial Inc$35.5M02026-06-30
UBS Group AG$32.3M02026-06-30
Mariner, LLC$30.8M02026-06-30
Scotia Capital Inc.$28.5M02026-06-30
Capstone Investment Advisors, LLC$25.4M12026-06-30
Ninety One Uk Limited$24.6M02026-06-30
Bakeravenue$24.3M352026-06-30
High Probability Advisors, LLC$24.1M82026-06-30
Financial Gravity Companies, Inc.$23.8M02026-06-30
Hightower Advisors, LLC$23.5M1,0462026-06-30
Creative Planning$23.4M1,1712026-06-30
Financial Gravity Asset Management, Inc.$22.9M12026-03-31
Gibbs Wealth Management$21.9M682026-03-31
The Goff Financial Group$20.5M22026-06-30
MML Investors Services, LLC$20.4M5,1202026-06-30
Atwood & Palmer Inc$19.8M72026-06-30
Bluesky Wealth Advisors, LLC$19.2M102026-06-30
American Century Companies Inc$18.8M02026-06-30
Stifel Financial Corp$18.8M02026-06-30
Legacy Financial Group LLC$18.7M82026-06-30
Osaic Holdings, Inc.$18.6M02026-06-30
Advisors Capital Management, LLC$18.3M592026-06-30
Loomis Sayles & Co L P$16.7M02026-06-30
Mai Capital Management$16.7M3082026-06-30
Mgo One Seven LLC$16.2M1182026-06-30
Alesco Advisors, LLC, An Esl Company$16.2M142026-06-30
Carr Financial Group Corp$16M62026-06-30
Kilterhowling LLC$15.6M52026-06-30
Cascade Wealth Advisors, Inc$15.3M32026-06-30
Trivium Point Advisory, LLC$15.1M182026-06-30
The Ascent Group, LLC$14.3M202026-06-30
Belpointe Asset Management LLC$14.3M1702026-06-30
Sweeney & Michel, LLC$14.2M32026-06-30
Truist Financial Corp$13.4M02026-06-30
Ameriprise Financial Inc$13.3M02026-06-30
Integrated Wealth Concepts LLC$12.9M4802026-06-30
Foronjy Financial$12.8M42026-06-30
Kestra Advisory Services, LLC$12.6M1,4792026-06-30
Bartlett & Co. Wealth Management LLC$12.1M322026-06-30
S&A Financial Services, Inc.$11.9M42026-06-30
O'Shaughnessy Asset Management, LLC$11.8M582026-06-30
Peak Financial Management, Inc.$11.5M72026-06-30
Clearstead; Clearstead Advisory Solutions$11.5M642026-06-30
Twelve Points Wealth Management LLC$11.5M202026-06-30
Freestate Advisors LLC$11.2M92026-06-30
Waterloo Capital, LP$10.8M572026-06-30
Powers Advisory Group, LLC$10.7M42026-06-30
State of New Jersey Common Pension Fund D$10.6M02026-06-30
Jpmorgan Chase & Co$10.5M02026-06-30
Pathstone Holdings, LLC$9.8M02026-06-30
Kitching Partners, LLC$9.7M32026-06-30
Merit Financial Group, LLC$9.1M2952026-06-30
Cascade Financial Partners, LLC$9.1M72026-06-30
Coral Wealth Management, LLC$9.1M22026-06-30
Portside Wealth Group, LLC$8.9M562026-06-30
Mirae Asset Global Investments Co., Ltd.$8.8M02026-06-30
Curtis Advisory Group, LLC$8.7M32026-06-30
Integrity Alliance, Llc.$8.6M3532026-06-30
Ritholtz Wealth Management$8.5M582026-06-30
Gerber Kawasaki Wealth & Investment Management$8.3M392026-06-30
Redhawk Wealth Advisors, Inc.$7.6M432026-06-30
Towercrest Capital Management, LLC$7.4M12026-06-30
Cerity Partners LLC$7.3M7772026-06-30
Smith Salley Wealth Management$7.3M172026-06-30
Stratos Wealth Partners, Ltd.$7.3M3862026-06-30
Alexis Investment Partners, LLC$7.3M02026-06-30
Avior Wealth Management, LLC$7.2M692026-06-30
Livet Wealth, LLC$7.1M32026-06-30
Arkadios Wealth Advisors$6.9M2262026-06-30
Hudock, Inc.$6.7M92026-06-30
Riverfront Investment Group, LLC$6.6M302026-06-30
Independent Solutions Wealth Management, LLC$6.5M302026-06-30
Efg Asset Management (americas) Corp.$6.3M462025-09-30
Bridgeport Financial Solutions$6.2M132026-06-30
Jones Financial Companies LLLP$6.2M02026-06-30
Manske Wealth Management$6.2M102026-06-30
Portfolio Design Labs, LLC$6.1M12026-06-30
Courier Capital LLC$6M142026-06-30
Alliance Wealth Management Group, LLC$6M52026-06-30
Creativeone Wealth, LLC$6M2212026-06-30
Gallagher Fiduciary Advisors, LLC$5.5M1262026-06-30
Rea Wealth Management$5.4M112026-06-30
Norris Financial Group, LLC$5.4M42026-06-30
Cadent Capital Advisors, LLC$5.4M112026-06-30
Insigneo Advisory Services, LLC$5.3M2252026-06-30
Madden Advisory Services, Inc.$5.2M22026-06-30
Level Financial Advisors$5.2M82026-06-30
Fairview Capital Investment Management, LLC$5.1M02026-06-30
Adell Harriman & Carpenter$5.1M62026-06-30
Jmac Enterprises LLC$5M32026-06-30
Wealth Enhancement Advisory Services, LLC$5M1,0262026-06-30
Friedenthal Financial, LLC$5M42026-06-30
Western Asset Management Company, LLC$4.9M02025-09-30
Northwestern Mutual Wealth Management Co$4.8M02026-06-30
Kestra Private Wealth Services, LLC$4.8M2062026-06-30
Sigma Investment Counselors Inc$4.6M102026-06-30
Global Retirement Partners LLC$4.6M4912026-06-30
Apollon Wealth Management, LLC$4.4M1512026-06-30
Sageview Advisory Group, LLC$4.4M942026-06-30
One Capital Management, LLC$4.3M642026-06-30
Cwm, LLC$4.3M6672026-03-31
Goldman Sachs Group Inc$4.2M02026-06-30
Efg International AG$4.2M02026-06-30
Larch Capital Partners LLC$4.1M102026-06-30
Addison Capital Co$4M32026-06-30
Optiver Holding B.V.$3.9M02026-06-30
City Holding Co$3.8M02026-06-30
Stonex Group Inc.$3.8M02026-06-30
Bank of Montreal /can$3.8M02026-06-30
Fulton Breakefield Broenniman LLC$3.8M112026-06-30
Flavin Financial Services, Inc.$3.7M52026-06-30
American Wealth Advisors, LLC$3.6M22026-06-30
Webster Bank, N. A.$3.6M02026-06-30
Mutual Advisors, LLC$3.6M1532026-06-30
Old National Bancorp /in$3.6M02026-06-30
Foundations Investment Advisors, LLC$3.6M3022026-06-30
Continuum Advisory, LLC$3.5M402026-06-30
Drucker Wealth 3.0, LLC$3.5M52026-06-30
Onedigital Investment Advisors LLC$3.5M3862026-06-30
Dakota Wealth Management$3.5M02026-06-30
Prosperity - An Eisneramper Company$3.4M652026-06-30
World Investment Advisors$3.3M3592026-06-30
Pension & Wealth Management Advisors, Inc.$3.2M72026-06-30
Investments & Financial Planning, LLC$3.1M32026-06-30
Virtue Capital Management, LLC$3.1M892026-06-30
Future Financial Wealth Managment LLC$3.1M02026-06-30
Parcion Private Wealth LLC$3M142026-06-30
Sovran Advisors, LLC$3M702026-06-30
Endowment Wealth Management, Inc.$3M132026-06-30
J.W. Cole Advisors, Inc.$3M4992026-06-30
Aventura Private Wealth, LLC$2.9M32026-06-30
Farther Finance Advisors, LLC$2.9M3342026-06-30
Gateway Wealth Partners, LLC$2.8M1012026-06-30
Regions Financial Corp$2.8M02026-06-30
Composition Wealth, LLC$2.8M762026-06-30
Etesian Wealth Advisors, Inc.$2.8M72026-06-30
Arete Wealth Advisors, LLC$2.8M1462026-06-30
Center for Asset Management, LLC$2.8M22026-06-30
Hs Wealth Partners$2.8M62026-06-30
Alterna Wealth Management, Inc$2.8M292026-06-30
D L Carlson Investment Group Inc$2.7M82026-06-30
Impact Partnership Wealth, LLC$2.7M922026-06-30
S. R. Schill & Associates$2.6M32026-06-30
Sigma Planning Corp$2.6M4742026-06-30
Sumitomo Mitsui Trust Group, Inc.$2.6M02026-06-30
Pfg Investments, LLC$2.5M02026-06-30
Prudential Financial Inc$2.5M02026-06-30
Guardian Asset Advisors, LLC$2.5M92026-06-30
Rosenberg Matthew Hamilton$2.5M42026-06-30
Capital Financial Group Inc$2.5M32026-06-30
Perigon Wealth Management, LLC$2.5M922026-06-30
Focus Partners Advisor Solutions, LLC$2.5M422026-06-30
Diversified Enterprises, LLC$2.4M292026-06-30
Owen Larue, LLC$2.4M42026-06-30
Chicago Partners Investment Group LLC$2.4M572026-06-30
Arax Advisory Partners$2.3M2322026-06-30
Rockefeller Capital Management LP$2.3M3462026-06-30
Cordoba Advisory Partners LLC$2.3M72026-06-30
Savvy Advisors, Inc.$2.3M2142026-06-30
Crabel Capital Management, LLC$2.3M02026-06-30
Squire Investment Management Company, LLC$2.3M122026-06-30
Ticino Wealth$2.3M32026-06-30
Strategic Investment Advisors / Mi$2.2M02026-06-30
Advisory Services Network$2.2M2532026-06-30
Mount Lucas Management LP$2.2M02026-06-30
Thrive Capital Management, LLC$2.2M172026-06-30
1834 Investment Advisors Co$2.2M162026-06-30
Atria Investments, Inc$2.2M62026-06-30
Blue Barn Wealth$2.2M82025-12-31
Geneos Wealth Management, Inc.$2.2M1932026-06-30
Equitable Holdings, Inc.$2.1M02026-06-30
Hofer & Associates Wealth Management$2.1M32026-06-30
Orion Porfolio Solutions, LLC$2.1M1992026-06-30
Zuckerman Investment Group, LLC$2.1M32026-06-30
Diversify Advisory Services, LLC$2.1M1162026-06-30
Diversify Wealth Management, LLC$2.1M782026-06-30
Summit Financial, LLC$2.1M2292026-06-30
Balefire, LLC$2M372026-06-30
Csenge Advisory Group$1.9M752026-06-30
Geowealth Management, LLC$1.9M02026-06-30
Western Wealth Management, LLC$1.9M1122026-06-30
Laffer Tengler Investments, Inc.$1.9M112026-06-30
Newedge Advisors$1.8M6012026-06-30
Arq Wealth Advisors, LLC$1.8M152026-06-30
Concurrent Investment Advisors, LLC$1.8M3492026-06-30
Steward Partners Investment Advisory, LLC$1.8M4812026-06-30
Rosemeyer Management Group$1.8M152026-06-30
Hcr Wealth Advisors$1.8M102026-06-30
Sanchez Gaunt Capital Management, LLC$1.7M32026-06-30
Cresset Asset Management, LLC$1.7M2122026-06-30
Axs Investments LLC$1.7M02026-06-30
Sanctuary Advisors, LLC$1.7M4012026-06-30
Sierra Capital LLC$1.7M72026-06-30
Brand Asset Management Group, Inc.$1.7M152026-06-30
Sandro Wealth Management LLC$1.6M102026-06-30
Richardson Financial Services$1.6M42026-06-30
Factor Wealth Management$1.6M52026-06-30
Sterling Investment Counsel, LLC$1.6M52026-06-30
Ifp Advisors, Inc$1.5M3182026-06-30
Guidance Point Advisors, LLC$1.5M52026-06-30
Prospera Financial Services, Inc.$1.5M2702026-06-30
Envestnet Portfolio Solutions, Inc.$1.5M32026-06-30
Planning Directions Inc$1.5M62026-06-30
Triagen Wealth Management LLC$1.5M32026-06-30
Canvas Wealth Advisors, LLC$1.5M92026-06-30
Seaview Investment Managers LLC$1.5M102026-06-30
Western Financial Corp/ca$1.5M32026-06-30
Jaffetilchin Investment Partners, LLC$1.4M02026-03-31
Naples Global Advisors, LLC$1.4M162026-06-30
Columbia Bank$1.4M02026-06-30
Beacon Pointe Advisors, LLC$1.4M4662026-06-30
First Citizens Bank & Trust Co$1.4M02026-06-30
Bakala Capital LLC$1.4M02026-06-30
Ashton Thomas Private Wealth, LLC$1.4M962026-06-30
49 Wealth Management, LLC$1.4M1462026-06-30
Alongside, LLC$1.4M252026-06-30
Obsido Oy$1.4M02026-06-30
Northstar Asset Management LLC /NJ$1.3M82026-06-30
Compound Planning, Inc.$1.3M752026-06-30
Kingsview Wealth Management, LLC$1.3M1152026-06-30
Millennium Management LLC$1.3M02026-06-30
Tfb Advisors LLC$1.3M182026-06-30
Claro Advisors Inc.$1.3M202026-06-30
Principal Securities, Inc.$1.2M1,4632026-06-30
Cogent Private Wealth, Inc.$1.2M52026-06-30
PNC Financial Services Group, Inc.$1.2M02026-06-30
21 West Wealth Management LLC$1.2M22026-06-30
Tidal Investments LLC$1.2M02026-06-30
Resurgent Financial Advisors LLC$1.2M92026-06-30

The 250 largest of 596 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30