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iShares 0-5 Year High Yield Corporate Bond ETF

515 hedge funds and large institutions have $4.94B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 226 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
7.45%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
61
Increased
226
Reduced
151
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMN
276
Financial Management Network
California
$748K +$9.68K +225 +1%
EAMA
277
EFG Asset Management (Americas)
Florida
$746K +$20.7K +477 +3%
CIAS
278
CFS Investment Advisory Services
New Jersey
$745K -$485K -11,177 -39%
SIC
279
Sterling Investment Counsel
New York
$745K +$14.1K +324 +2%
KPWS
280
Kestra Private Wealth Services
Texas
$736K +$736K +16,957 New
JWCA
281
J.W. Cole Advisors
Florida
$730K +$61.6K +1,418 +9%
KCM
282
Kornitzer Capital Management
Kansas
$729K
RJT
283
Raymond James Trust
Florida
$725K -$14.2K -328 -2%
RFC
284
Regions Financial Corp
Alabama
$721K -$79.3K -1,898 -10%
SFP
285
Shepherd Financial Partners
Massachusetts
$716K -$162K -3,725 -18%
MIA
286
MMBG Investment Advisors
Florida
$710K
PIMG
287
Patriot Investment Management Group
Tennessee
$689K +$6.99K +161 +1%
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$682K +$21.4K +493 +3%
PWM
289
Penobscot Wealth Management
Maine
$678K +$7.86K +181 +1%
IIA
290
IPG Investment Advisors
California
$666K +$19.3K +444 +3%
BWM
291
Brophy Wealth Management
New Hampshire
$662K +$662K +15,236 New
AWM
292
AE Wealth Management
Kansas
$660K -$90.5K -2,085 -12%
MCM
293
Mendel Capital Management
Arkansas
$659K +$21.3K +490 +3%
ACP
294
Aveo Capital Partners
Colorado
$648K +$13.9K +319 +2%
PS
295
Principal Securities
Iowa
$645K +$59.7K +1,376 +10%
ZIG
296
Zuckerman Investment Group
Illinois
$645K +$47.8K +1,101 +8%
NRI
297
NFP Retirement Inc
California
$636K +$1.52K +35 +0.2%
GI
298
GLOBALT Investments
Georgia
$635K -$14.4K -331 -2%
ML
299
McAdam LLC
Pennsylvania
$631K +$15K +346 +2%
CRC
300
Curi RMB Capital
Illinois
$628K +$156K +3,591 +33%