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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 %
FFA
251
Farther Finance Advisors
California
$863K +$351K +8,316 +69%
WS
252
Wedbush Securities
California
$845K -$12K -284 -1%
FFO
253
Fortitude Family Office
Arizona
$827K +$827K +19,586 New
SPIA
254
Steward Partners Investment Advisory
New York
$825K -$13K -309 -2%
NL
255
NWAM LLC
Washington
$823K +$139K +3,301 +20%
JWA
256
JFS Wealth Advisors
Pennsylvania
$796K +$78.1K +1,849 +11%
GPA
257
Guidance Point Advisors
Massachusetts
$781K -$187K -4,425 -19%
RRA
258
Round Rock Advisors
Connecticut
$771K +$4.64K +110 +0.6%
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$766K -$450K -10,647 -37%
GKWIM
260
Gerber Kawasaki Wealth & Investment Management
California
$752K +$307K +7,274 +69%
LA
261
Lane & Associates
New Jersey
$748K +$470K +11,127 +169%
CAS
262
Coppell Advisory Solutions
Texas
$747K +$747K +17,691 New
MFS
263
McNamara Financial Services
Massachusetts
$739K +$17.9K +425 +2%
PIA
264
Pinion Investment Advisors
Kansas
$736K +$134K +3,182 +22%
GI
265
GLOBALT Investments
Georgia
$732K +$732K +17,328 New
RFC
266
Regions Financial Corp
Alabama
$728K +$349K +8,433 +92%
SB
267
Strategic Blueprint
Georgia
$725K +$517K +12,254 +250%
FPAS
268
Focus Partners Advisor Solutions
Missouri
$721K +$40K +948 +6%
SIMC
269
Squire Investment Management Company
Utah
$721K +$721K +17,089 New
CWA
270
Canvas Wealth Advisors
Kansas
$720K +$39.6K +934 +6%
IFPL
271
Investments & Financial Planning LLC
Kentucky
$707K +$19.4K +459 +3%
BRWA
272
B. Riley Wealth Advisors
Florida
$703K -$151K -3,575 -18%
EAMA
273
EFG Asset Management (Americas)
Florida
$695K +$45.4K +1,075 +7%
MIA
274
MMBG Investment Advisors
Florida
$690K
HFS
275
Horizon Financial Services
North Carolina
$684K -$148K -3,501 -18%