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iShares 0-5 Year High Yield Corporate Bond ETF

407 hedge funds and large institutions have $2.71B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 137 increasing their positions, 176 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 441407 (-34)

11.3% less ownership

Funds ownership: 70.83%59.53% (-11%)

22% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 176

22% less funds holding in top 10

Funds holding in top 10: 2721 (-6)

34% less capital invested

Capital invested by funds: $4.09B → $2.71B (-$1.39B)

39% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 75

Holders
407
Holders Change
-34
Holders Change %
-7.71%
% of All Funds
7.15%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
46
Increased
137
Reduced
176
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
301
Principal Financial Group
Iowa
$274K -$201K -4,409 -42%
PP
302
Palladium Partners
Virginia
$273K +$15.8K +346 +6%
CHC
303
City Holding Co
West Virginia
$269K +$265K +5,814 +9,531%
HFA
304
High Falls Advisors
New York
$266K -$4.16M -91,364 -94%
LWPC
305
Legacy Wealth Partners (California)
California
$264K -$68.1K -1,496 -21%
APC
306
Aspire Private Capital
North Carolina
$263K +$64.3K +1,413 +33%
WFWM
307
Wechter Feldman Wealth Management
New Jersey
$259K
DI
308
Disciplined Investments
Oklahoma
$255K +$65.7K +1,443 +35%
SBH
309
Segall Bryant & Hamill
Illinois
$249K
MYIA
310
Mount Yale Investment Advisors
Colorado
$246K -$828K -18,179 -77%
BL
311
Balentine LLC
Georgia
$245K -$31K -680 -11%
SPIA
312
Steward Partners Investment Advisory
New York
$244K -$2.15M -47,288 -90%
LWM
313
Liberty Wealth Management
California
$244K
SP
314
Successful Portfolios
Florida
$243K -$478K -10,490 -66%
TA
315
TrueWealth Advisors
Alabama
$243K +$27.6K +606 +13%
LAS
316
Lloyd Advisory Services
Georgia
$241K +$240K +5,265 New
KCA
317
Karn Couzens & Associates
Connecticut
$234K -$26.5K -582 -10%
CBFP
318
Cedar Brook Financial Partners
Ohio
$233K +$231K +5,083 New
PFA
319
Pettinga Financial Advisors
Indiana
$229K -$199K -4,382 -47%
CPSC
320
Carl P. Sherr & Co
Massachusetts
$223K +$222K +4,866 New
MAS
321
Madden Advisory Services
Florida
$220K +$319 +7 +0.1%
LFAS
322
Level Four Advisory Services
Texas
$215K +$213K +4,685 New
VA
323
Valmark Advisers
Ohio
$213K -$91 -2 -0%
CIAS
324
Capital Investment Advisory Services
North Carolina
$205K
CC
325
Copperleaf Capital
North Carolina
$203K -$4.83M -106,171 -96%