SHYG · Insider trading · 13F holders · Congress trades
iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
Who is buying and selling SHYG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 122
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
SHYG at a glance
- No open-market insider purchases or sales of SHYG were filed in the last 90 days.
- 122 13F filers hold SHYG among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Kitching Partners, LLC (8.4%), Freestate Advisors LLC (8.4%) and Coral Wealth Management, LLC (7.4%). In their latest 13Fs, 4 managers opened a new position and 46 added to one.
- Members of Congress have disclosed 2 SHYG trades since 2022, 2 purchases and 0 sales in the past year; the latest was Robert J. Wittman (R-VA), buying $1K–15K on Jun 16, 2022.
- SHYG last closed at $41.23 on Oct 30, 2026.
SHYG insider trading
No open-market insider purchases or sales of SHYG were filed in the last 90 days.
Who owns SHYG? Hedge funds and superinvestors
122 13F filers hold SHYG among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Kitching Partners, LLC (8.4%), Freestate Advisors LLC (8.4%) and Coral Wealth Management, LLC (7.4%). In their latest 13Fs, 4 managers opened a new position and 46 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Assetmark, IncWealth manager | 1.0% | $577.9M | 14,009,554 | +5.6% shares | Q3 2026 |
| Empower Advisory Group, LLCWealth manager | 1.3% | $553.5M | 13,050,164 | +7.9% shares | Q2 2026 |
| Japan Science & Technology AgencyInvestment manager | 3.3% | $183.6M | 4,450,000 | +0.0% shares | Q3 2026 |
| Nepc LLCInstitutional asset manager | 2.1% | $111.6M | 2,632,283 | +0.0% shares | Q2 2026 |
| Bramshill Investments, LLCAsset manager | 6.8% | $89.4M | 2,108,580 | +0.8% shares | Q2 2026 |
| Sound Income Strategies, LLCWealth manager | 1.4% | $31.3M | 760,280 | -25.3% shares | Q3 2026 |
| Gibbs Wealth ManagementWealth manager | 2.7% | $25.7M | 622,219 | +14.0% shares | Q3 2026 |
| Capstone Investment Advisors, LLCHedge fund | 0.2% | $25.4M | 598,401 | — | Q2 2026 |
| High Probability Advisors, LLCWealth manager | 2.8% | $24.6M | 597,162 | +5.0% shares | Q3 2026 |
| Financial Gravity Companies, Inc.Investment manager | 3.9% | $23.8M | 560,230 | +18.9% shares | Q2 2026 |
| Financial Gravity Asset Management, Inc.Wealth manager | 4.1% | $22.9M | 541,783 | +2.9% shares | Q1 2026 |
| Matthew Goff Investment Advisor, LLCWealth manager | 3.1% | $20.9M | 505,854 | +4.9% shares | Q3 2026 |
| BlueSky Wealth Advisors, LLCWealth manager | 2.3% | $19.8M | 479,783 | +5.7% shares | Q3 2026 |
| Atwood & Palmer IncWealth manager | 1.0% | $19.5M | 473,032 | +1.6% shares | Q3 2026 |
| Legacy Financial Group LLCWealth manager | 2.1% | $18.7M | 441,195 | +6.4% shares | Q2 2026 |
| Alesco Advisors, LLC, An ESL CoInstitutional asset manager | 0.4% | $16.2M | 381,033 | +67.2% shares | Q2 2026 |
| Carr Financial Group CorpWealth manager | 3.7% | $16.0M | 376,508 | +978.9% shares | Q2 2026 |
| KilterHowling LLCWealth manager | 7.0% | $15.6M | 366,816 | +2.1% shares | Q2 2026 |
| Cascade Wealth Advisors, IncWealth manager | 6.2% | $15.3M | 363,259 | +3.3% shares | Q2 2026 |
| Trivium Point Advisory, LLCWealth manager | 1.4% | $15.1M | 354,915 | +24.3% shares | Q2 2026 |
| Belpointe Asset Management LLCWealth manager | 0.5% | $14.3M | 337,014 | +9.9% shares | Q2 2026 |
| Sweeney & Michel, LLCWealth manager | 3.7% | $14.0M | 340,550 | +0.9% shares | Q3 2026 |
| Foronjy Financial LLCWealth manager | 4.9% | $13.8M | 335,265 | +10.7% shares | Q3 2026 |
| S&A Financial Services, Inc.Wealth manager | 7.3% | $11.9M | 280,282 | +2.0% shares | Q2 2026 |
| Peak Financial Management, Inc.Wealth manager | 2.6% | $11.6M | 280,963 | +3.5% shares | Q3 2026 |
| Twelve Points Wealth Management LLCInstitutional asset manager | 2.3% | $11.5M | 270,157 | +4.8% shares | Q2 2026 |
| Powers Advisory Group, LLCWealth manager | 3.4% | $11.2M | 271,105 | +7.8% shares | Q3 2026 |
| Verdence Capital Advisors LLCWealth manager | 0.5% | $11.0M | 266,886 | — | Q3 2026 |
| Freestate Advisors LLCWealth manager | 8.4% | $10.9M | 263,228 | -0.7% shares | Q3 2026 |
| Waterloo Capital, L.P.Wealth manager | 0.6% | $10.8M | 253,825 | +5.0% shares | Q2 2026 |
The 30 largest of 122 positions, by value. Each manager counts with its latest 13F (Q3 2026: 59, Q2 2026: 62, Q1 2026: 1). Screen SHYG in the grand portfolio →
SHYG stock trades by members of Congress
Members of Congress have disclosed 2 SHYG trades since 2022, 2 purchases and 0 sales in the past year; the latest was Robert J. Wittman (R-VA), buying $1K–15K on Jun 16, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jul 8, 2022 | Robert J. WittmanR-VA · House | Buy | $1K–15K | Jun 16, 2022 | +1.2% |
| Apr 9, 2022 | Robert J. WittmanR-VA · House | Buy | $1K–15K | Mar 8, 2022 | -5.1% |
SHYG questions and answers
Are insiders buying SHYG stock?
No open-market insider purchases or sales of SHYG were filed in the last 90 days.
Which hedge funds own SHYG?
122 13F filers hold SHYG among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Kitching Partners, LLC (8.4%), Freestate Advisors LLC (8.4%) and Coral Wealth Management, LLC (7.4%). In their latest 13Fs, 4 managers opened a new position and 46 added to one.
Has Congress traded SHYG?
Members of Congress have disclosed 2 SHYG trades since 2022, 2 purchases and 0 sales in the past year; the latest was Robert J. Wittman (R-VA), buying $1K–15K on Jun 16, 2022.
Who is the largest holder of SHYG?
Among 13F filers, Assetmark, Inc reports the largest SHYG position, $577.9M (14,009,554 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Kitching Partners, LLC's: 8.4% of its portfolio.
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