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iShares 0-5 Year High Yield Corporate Bond ETF
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Overview Fund Activity

568 hedge funds and large institutions have $7.49B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 204 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+123
Holders Change %
+27.64%
% of All Funds
9.16%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.68%
New
167
Increased
204
Reduced
148
Closed
38
Calls
$472K
Puts
$9.14M
Net Calls
-$8.67M
Net Calls Change
-$9.06M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.15B
2
AWA
Arete Wealth Advisors
Illinois
$1.65B
3
LPL Financial
LPL Financial
California
$239M
4
Morgan Stanley
Morgan Stanley
New York
$205M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$9.58M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
3
AssetMark Inc
AssetMark Inc
California
$237M
4
DP
Divergent Planning
Maryland
$0
5
CI
Conning Inc
Connecticut
$8.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
226
Sowell Financial Services
Arkansas
$1.78M +$1.78M +43,511 New
RA
227
RiverTree Advisors
Florida
$1.78M -$1.18M -28,771 -40%
CAG
228
Curtis Advisory Group
California
$1.76M -$729K -17,824 -29%
DWMG
229
DB Wealth Management Group
California
$1.76M -$105K -2,558 -6%
CC
230
Copperleaf Capital
North Carolina
$1.73M +$1.16M +28,437 +204%
VAS
231
Vestmark Advisory Solutions
Massachusetts
$1.73M -$1.64K -40 -0.1%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$1.72M -$1.25M -30,667 -42%
KWS
233
Keystone Wealth Services
California
$1.71M +$1.71M +41,928 New
HWA
234
HCR Wealth Advisors
California
$1.7M -$49.1K -1,201 -3%
MOS
235
MGO One Seven
Ohio
$1.69M +$545K +13,329 +47%
HA
236
Hofer & Associates
California
$1.67M +$22.4K +549 +1%
FHA
237
First Horizon Advisors
Tennessee
$1.67M +$1.53M +37,462 +1,103%
WWM
238
Western Wealth Management
Colorado
$1.67M -$167K -4,092 -9%
CWS
239
Cypress Wealth Services
California
$1.64M +$1.64M +39,992 New
WP
240
WealthShield Partners
North Carolina
$1.62M +$1.34M +32,652 +477%
CCA
241
Childress Capital Advisors
Texas
$1.58M +$1.58M +38,571 New
KWM
242
Kingsview Wealth Management
Oregon
$1.57M +$142K +3,476 +10%
CWM
243
Centurion Wealth Management
Virginia
$1.55M +$1.55M +38,024 New
MFA
244
Mayflower Financial Advisors
Massachusetts
$1.55M +$1.55M +37,939 New
TPA
245
Trivium Point Advisory
Connecticut
$1.55M +$1.55M +37,182 New
SWM
246
Scissortail Wealth Management
Oklahoma
$1.54M +$33.6K +811 +2%
BCM
247
BlueCrest Capital Management
Jersey
$1.5M +$1.5M +36,776 New
BWM
248
Baystate Wealth Management
Massachusetts
$1.5M +$1.5M +36,655 +50,212%
HI
249
Harbour Investments
Wisconsin
$1.49M +$884K +21,622 +145%
SWM
250
SigFig Wealth Management
California
$1.49M +$1.49M +62,423 New
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