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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 %
SIC
276
Sterling Investment Counsel
New York
$682K +$42.6K +1,010 +7%
SWP
277
Stratos Wealth Partners
Ohio
$675K -$40.2K -953 -6%
ST
278
Smithfield Trust
Pennsylvania
$668K
MHR
279
Matthew Hamilton Rosenberg
$649K -$549 -13 -0.1%
OC
280
Oppenheimer & Co
New York
$635K -$254K -6,022 -29%
HI
281
Harbour Investments
Wisconsin
$632K -$55.2K -1,307 -8%
MCM
282
Mendel Capital Management
Arkansas
$628K +$43.2K +1,022 +7%
AAMA
283
Advanced Asset Management Advisors
Ohio
$625K
PIMG
284
Patriot Investment Management Group
Tennessee
$622K
FMN
285
Financial Management Network
California
$621K +$11K +263 +2%
LFAS
286
Level Four Advisory Services
Texas
$614K +$31.9K +755 +5%
AWAU
287
Alliance Wealth Advisors (Utah)
Utah
$606K -$393K -9,317 -39%
FIM
288
Freedom Investment Management
Connecticut
$606K +$606K +14,345 New
SCA
289
Snowden Capital Advisors
New York
$604K +$25.7K +609 +4%
SFFS
290
Stonehage Fleming Financial Services
Jersey
$601K
IIA
291
IPG Investment Advisors
California
$588K -$15.7K -372 -3%
DPI
292
Diversified Portfolios Inc
Michigan
$588K +$102K +2,420 +21%
SFP
293
Shepherd Financial Partners
Massachusetts
$575K +$575K +13,607 New
CWM
294
Curi Wealth Management
North Carolina
$573K -$55.2K -1,307 -9%
ML
295
McAdam LLC
Pennsylvania
$564K -$276K -6,544 -33%
PWM
296
Penobscot Wealth Management
Maine
$562K +$40.3K +955 +8%
CFO
297
Collective Family Office
Pennsylvania
$557K +$557K +13,201 New
ASN
298
Advisory Services Network
Georgia
$550K -$574K -13,594 -51%
ACP
299
Aveo Capital Partners
Colorado
$549K +$75.7K +1,794 +16%
NRC
300
New Republic Capital
North Carolina
$539K