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

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
–

Top Buyers

1
OPAM
Ocean Park Asset Management
California
+$135M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$99.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$85.5M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$58.4M
5
KAM
Kensington Asset Management
Texas
+$56.4M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$128M
2
Jane Street
Jane Street
New York
-$104M
3
AssetMark Inc
AssetMark Inc
California
-$33.8M
4
BlackRock
BlackRock
New York
-$29.6M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$814K -$118K -2,848 -13%
JPMorgan Chase & Co
252
JPMorgan Chase & Co
New York
$802K -$66.1K -1,595 -8%
RRA
253
Round Rock Advisors
Connecticut
$786K +$1.37K +33 +0.2%
CW
254
Channel Wealth
California
$761K -$113K -2,729 -13%
MAWAG
255
Mid-American Wealth Advisory Group
Missouri
$758K +$758K +18,285 New
SB
256
Strategic Blueprint
Georgia
$752K -$112K -2,700 -13%
SWP
257
Stratos Wealth Partners
Ohio
$736K -$179K -4,330 -20%
JWA
258
JFS Wealth Advisors
Pennsylvania
$734K +$49.2K +1,186 +7%
GSIAS
259
Garden State Investment Advisory Services
New Jersey
$712K +$37.8K +911 +6%
DI
260
Disciplined Investments
Oklahoma
$709K -$286K -6,889 -29%
LWA
261
Lineweaver Wealth Advisors
Ohio
$702K -$96.6K -2,330 -12%
MW
262
Marcum Wealth
Ohio
$697K -$201K -4,841 -22%
AAMA
263
Advanced Asset Management Advisors
Ohio
$696K -$82.9K -2,000 -11%
SFG
264
StrategIQ Financial Group
Indiana
$689K -$256K -6,187 -27%
IFPL
265
Investments & Financial Planning LLC
Kentucky
$686K -$40K -965 -6%
MHR
266
Matthew Hamilton Rosenberg
$680K -$153K -3,701 -18%
SA
267
Shilanski & Associates
Alaska
$678K +$497 +12 +0.1%
MIA
268
MMBG Investment Advisors
Florida
$676K – – –
MFS
269
McNamara Financial Services
Massachusetts
$675K +$82.4K +1,999 +14%
SFM
270
Signet Financial Management
New Jersey
$673K -$7.5K -181 -1%
HI
271
Harbour Investments
Wisconsin
$659K -$198K -4,775 -23%
PWM
272
Perigon Wealth Management
California
$655K -$1.21M -29,136 -65%
Baird Financial Group
273
Baird Financial Group
Wisconsin
$648K +$85.9K +2,072 +15%
SFO
274
Stokes Family Office
Louisiana
$635K -$9.95K -240 -2%
FFA
275
Farther Finance Advisors
California
$633K -$287K -6,920 -31%
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