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

498 hedge funds and large institutions have $3.69B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 226 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-70
Holders Change %
-12.32%
% of All Funds
7.97%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.61%
New
69
Increased
155
Reduced
226
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
$155M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$128M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$217M
4
GFA
Gallagher Fiduciary Advisors
Illinois
$27M
5
ACM
Advisors Capital Management
New Jersey
$33.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$166M
2
LPL Financial
LPL Financial
California
$40.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.58M
4
Osaic Holdings
Osaic Holdings
Arizona
$45.5M
5
Morgan Stanley
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
251
Channel Wealth
California
$879K +$879K +21,083 New
JPMorgan Chase & Co
252
JPMorgan Chase & Co
New York
$873K -$124K -2,969 -12%
SB
253
Strategic Blueprint
Georgia
$868K -$1.28M -30,637 -60%
HI
254
Harbour Investments
Wisconsin
$862K -$662K -15,884 -43%
NL
255
NWAM LLC
Washington
$851K -$2.88M -69,009 -77%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$847K +$90.3K +2,167 +12%
MHR
257
Matthew Hamilton Rosenberg
$838K -$39.1K -937 -4%
VCP
258
Verus Capital Partners
Arizona
$837K -$488K -11,697 -37%
TI
259
Tidal Investments
Wisconsin
$835K +$96.4K +2,326 +13%
HFS
260
Horizon Financial Services
North Carolina
$830K +$144K +3,460 +21%
HI
261
Hudock Inc
Pennsylvania
$813K +$813K +19,511 New
CT
262
Coastline Trust
Rhode Island
$811K +$70.1K +1,682 +9%
LWA
263
Lineweaver Wealth Advisors
Ohio
$803K -$2.93M -70,385 -79%
WWG
264
West Wealth Group
California
$795K -$3.08M -73,885 -79%
RRA
265
Round Rock Advisors
Connecticut
$789K +$10.6K +255 +1%
AAMA
266
Advanced Asset Management Advisors
Ohio
$784K – – –
BWCS
267
Beirne Wealth Consulting Services
Connecticut
$769K -$35K -840 -4%
CA
268
Continuum Advisory
Idaho
$767K +$159K +3,804 +26%
CA
269
Cetera Advisors
Colorado
$760K -$8.61M -206,698 -92%
SXL
270
Summit X LLC
Missouri
$730K +$338K +8,121 +86%
IFPL
271
Investments & Financial Planning LLC
Kentucky
$730K -$119K -2,850 -14%
C1AG
272
Client 1st Advisory Group
Florida
$728K -$64.9K -1,556 -8%
VAG
273
VisionPoint Advisory Group
Texas
$724K +$240K +5,840 +49%
LPIC
274
LeJeune Puetz Investment Counsel
Michigan
$690K – – –
JWA
275
JFS Wealth Advisors
Pennsylvania
$689K +$36.4K +874 +6%
9 10
11
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