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iShares 0-5 Year High Yield Corporate Bond ETF

501 hedge funds and large institutions have $4.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 160 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+35
Holders Change %
+7.51%
% of All Funds
7.34%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.43%
New
90
Increased
188
Reduced
160
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$1.19M -$726K -17,200 -38%
VAG
227
VisionPoint Advisory Group
Texas
$1.17M +$1.17M +27,765 New
MFG
228
Merit Financial Group
Georgia
$1.15M -$9.04M -214,013 -89%
FIA
229
Foundations Investment Advisors
Arizona
$1.15M -$6.09M -143,915 -84%
SC
230
Sierra Capital
Florida
$1.14M -$225K -5,335 -17%
CA
231
CoreCap Advisors
Michigan
$1.12M +$1.12M +26,619 New
BCG
232
BayBridge Capital Group
California
$1.1M +$1.1M +26,003 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$1.1M -$4.41M -104,375 -80%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$1.1M +$500K +11,840 +84%
MBT
235
Montecito Bank & Trust
California
$1.08M -$18.4K -435 -2%
ASFA
236
All Season Financial Advisors
Colorado
$1.07M +$1.07M +25,338 New
DI
237
DFPG Investments
Utah
$1.05M -$128K -3,050 -11%
BF
238
Blankinship & Foster
California
$1.04M -$295K -6,997 -22%
HF
239
HRT Financial
New York
$1.03M -$2.72M -64,396 -73%
KIA
240
Kraematon Investment Advisors
Massachusetts
$1.02M -$58.4K -1,383 -5%
JIP
241
Jaffetilchin Investment Partners
Florida
$1.02M +$3.97K +94 +0.4%
Comerica Bank
242
Comerica Bank
Texas
$1.01M +$75.2K +1,781 +8%
SPC
243
Sigma Planning Corp
Michigan
$1M -$1.85M -43,711 -65%
ATPW
244
Ashton Thomas Private Wealth
Arizona
$955K +$35.3K +835 +4%
FNWA
245
Financial Network Wealth Advisors
Utah
$944K +$944K +22,349 New
AC
246
AlphaCore Capital
California
$928K -$54.1K -1,282 -6%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$912K -$16.5K -391 -2%
AWM
248
Alterna Wealth Management
Texas
$898K +$23.8K +564 +3%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$895K -$1.86M -44,004 -68%
RJT
250
Raymond James Trust
Florida
$881K -$6.21K -147 -0.7%