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

568 hedge funds and large institutions have $7.49B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 204 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+123
Holders Change %
+27.64%
% of All Funds
9.16%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.68%
New
167
Increased
204
Reduced
148
Closed
38
Calls
$472K
Puts
$9.14M
Net Calls
-$8.67M
Net Calls Change
-$9.06M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$956M
2
AWA
Arete Wealth Advisors
Illinois
+$553M
3
LPL Financial
LPL Financial
California
+$204M
4
Morgan Stanley
Morgan Stanley
New York
+$132M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$117M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$27.9M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$26.8M
3
AssetMark Inc
AssetMark Inc
California
-$16.7M
4
DP
Divergent Planning
Maryland
-$14.6M
5
CI
Conning Inc
Connecticut
-$8.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
276
Farther Finance Advisors
California
$1.19M +$1.19M +29,020 New
WFA
277
Wells Financial Advisors
Massachusetts
$1.18M +$1.18M +28,960 New
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$1.17M +$438K +10,718 +60%
KIA
279
Kraematon Investment Advisors
Massachusetts
$1.17M +$303K +7,399 +35%
GPA
280
Guidance Point Advisors
Massachusetts
$1.17M -$794K -19,415 -40%
TCA
281
Transcend Capital Advisors
New Jersey
$1.16M +$765K +18,697 +192%
KFSC
282
Keystone Financial Services (Colorado)
Colorado
$1.16M -$2.37M -56,534 -67%
VIM
283
Vista Investment Management
Pennsylvania
$1.13M -$123K -2,999 -10%
JWCA
284
J.W. Cole Advisors
Florida
$1.11M -$175K -4,276 -14%
TPWA
285
TRUE Private Wealth Advisors
Oregon
$1.11M +$1.11M +27,026 New
SWM
286
Spire Wealth Management
Virginia
$1.1M +$859K +21,004 +351%
PWMG
287
Provence Wealth Management Group
California
$1.08M +$1.08M +26,451 New
AWM
288
Alterna Wealth Management
Texas
$1.07M +$329K +8,034 +44%
LA
289
Legacy Advisors
Pennsylvania
$1.07M +$1.07M +26,131 New
EH
290
Equitable Holdings
New York
$1.05M +$818K +20,005 +360%
JCIA
291
Jackson Creek Investment Advisors
Colorado
$1.03M +$1.03M +25,226 New
FAIM
292
Financial Advocates Investment Management
Washington
$1.02M +$456K +11,161 +81%
FWP
293
Firethorn Wealth Partners
Georgia
$1.01M +$1.01M +24,586 New
MWM
294
Mascoma Wealth Management
New Hampshire
$996K -$141K -3,460 -12%
4WM
295
4J Wealth Management
Virginia
$980K +$16.8K +411 +2%
JPMorgan Chase & Co
296
JPMorgan Chase & Co
New York
$978K -$797K -19,488 -45%
SFG
297
StrategIQ Financial Group
Indiana
$953K -$19.8K -484 -2%
CWM
298
Cabot Wealth Management
Massachusetts
$947K +$49.5K +1,212 +6%
GGS
299
Galvin Gaustad & Stein
Arizona
$944K -$244K -5,977 -21%
AWAU
300
Alliance Wealth Advisors (Utah)
Utah
$942K +$942K +23,039 New
10 11
12
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