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iShares 0-5 Year High Yield Corporate Bond ETF

486 hedge funds and large institutions have $4.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 208 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-12
Holders Change %
-2.41%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.05%
% of All Funds
0.47%
New
46
Increased
170
Reduced
208
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
226
Lincoln National Corp
Pennsylvania
$1.08M +$410K +9,898 +61%
GPA
227
Guidance Point Advisors
Massachusetts
$1.07M -$103K -2,488 -9%
HKIMG
228
Hutchens & Kramer Investment Management Group
Indiana
$1.06M +$1.06M +25,665 New
CWM
229
Cabot Wealth Management
Massachusetts
$1.04M +$35.5K +856 +4%
EWM
230
Endowment Wealth Management
Wisconsin
$1.03M +$76.8K +1,854 +8%
CA
231
Continuum Advisory
Idaho
$1M +$242K +5,827 +32%
4WM
232
4J Wealth Management
Virginia
$1M -$7.96K -192 -0.8%
JIP
233
Jaffetilchin Investment Partners
Florida
$986K +$30.3K +732 +3%
KWM
234
Kingsview Wealth Management
Oregon
$975K -$453K -10,931 -32%
BRWA
235
B. Riley Wealth Advisors
Florida
$967K -$23.1K -557 -2%
ATPW
236
Ashton Thomas Private Wealth
Arizona
$961K +$66K +1,592 +7%
SXL
237
Summit X LLC
Missouri
$954K +$228K +5,495 +31%
SS
238
Simplicity Solutions
Minnesota
$953K +$953K +22,995 New
SW
239
Simplicity Wealth
New Jersey
$953K +$953K +22,995 New
CIAS
240
CFS Investment Advisory Services
New Jersey
$940K -$58.9K -1,422 -6%
AWAU
241
Alliance Wealth Advisors (Utah)
Utah
$927K -$290 -7 -0%
ML
242
McAdam LLC
Pennsylvania
$926K -$1.93M -46,605 -68%
RJT
243
Raymond James Trust
Florida
$924K -$9.58K -231 -1%
PA
244
PFG Advisors
Arizona
$904K -$222K -5,359 -20%
AWM
245
Alterna Wealth Management
Texas
$886K -$146K -3,517 -14%
VAS
246
Vestmark Advisory Solutions
Massachusetts
$869K -$86.3K -2,083 -9%
GGS
247
Galvin Gaustad & Stein
Arizona
$865K -$64.2K -1,550 -7%
TI
248
Tidal Investments
Wisconsin
$835K
HFS
249
Horizon Financial Services
North Carolina
$834K +$8.54K +206 +1%
PP
250
Prudential plc
United Kingdom
$833K -$207K -5,000 -20%