Who Owns ISHARES TR (SHYG)? -- Institutional Holders (2026-03-31)

628 institutions reported holding $5.31B of ISHARES TR (SHYG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Royal Bank of Canada ($622.4M), MORGAN STANLEY ($542.1M), ASSETMARK, INC ($532.4M), Empower Advisory Group, LLC ($511.7M), Japan Science & Technology Agency ($188.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Royal Bank of Canada$622.4M14.7MAdded
2MORGAN STANLEY$542.1M12.8MAdded
3ASSETMARK, INC$532.4M12.6MAdded
4Empower Advisory Group, LLC$511.7M12.1MAdded
5Japan Science & Technology Agency$188.3M4.5MHold
6BlackRock, Inc.$178.5M4.2MAdded
7LPL Financial LLC$129.4M3.1MAdded
8NEPC LLC$111.4M2.6MHold
9COMMONWEALTH EQUITY SERVICES, LLC$110.3M2.6MTrimmed
10BANK OF AMERICA CORP /DE/$108.8M2.6MAdded
11Bramshill Investments, LLC$88.5M2.1MTrimmed
12Wealthfront Advisers LLC$81.7M1.9MTrimmed
13MERCER GLOBAL ADVISORS INC /ADV$75.9M1.8MTrimmed
14ENVESTNET ASSET MANAGEMENT INC$71.9M1.7MAdded
15NOMURA ASSET MANAGEMENT CO LTD$66.7M1.6MAdded
16ARCH CAPITAL GROUP LTD.$64.8M1.5MHold
17State of Tennessee, Department of Treasury$49.2M1.2MNew
18Bank of New York Mellon Corp$48.6M1.1MAdded
19WELLS FARGO & COMPANY/MN$47.7M1.1MTrimmed
20BNP PARIBAS ASSET MANAGEMENT Holding S.A.$45.6M1.1MHold
21Sound Income Strategies, LLC$42.8M1.0MTrimmed
22Allspring Global Investments Holdings, LLC$41.6M982,305Added
23Cetera Investment Advisers$37.0M873,525Added
24Betterment LLC$36.9M873,283Added
25RAYMOND JAMES FINANCIAL INC$34.9M825,730Trimmed

Source: SEC Form 13F filings · as of 2026-03-31