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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 %
GRP
301
Global Retirement Partners
California
$935K +$182K +4,455 +24%
FW
302
FirstPurpose Wealth
Utah
$935K +$55K +1,346 +6%
JIP
303
Jaffetilchin Investment Partners
Florida
$932K +$14.4K +352 +2%
I
304
INVST
Indiana
$920K +$920K +21,904 New
RJT
305
Raymond James Trust
Florida
$919K -$26.6K -650 -3%
CG
306
Colony Group
Massachusetts
$911K +$911K +22,270 New
MW
307
Marcum Wealth
Ohio
$891K -$7.69K -188 -0.9%
WEG
308
World Equity Group
Illinois
$888K +$888K +21,715 New
VWM
309
Venturi Wealth Management
Texas
$861K +$861K +21,057 New
QWM
310
Quaker Wealth Management
New Jersey
$861K -$6.5K -159 -0.7%
MHR
311
Matthew Hamilton Rosenberg
$861K -$60.2K -1,472 -7%
BCI
312
Brinker Capital Investments
Pennsylvania
$856K +$856K +20,937 New
RSWM
313
Robertson Stephens Wealth Management
California
$844K +$844K +20,646 New
PP
314
Prudential plc
United Kingdom
$838K -$270K -6,600 -24%
IFPL
315
Investments & Financial Planning LLC
Kentucky
$832K +$832K +20,353 New
MYIA
316
Mount Yale Investment Advisors
Colorado
$827K +$490K +11,985 +145%
MLM
317
Mount Lucas Management
Pennsylvania
$823K +$823K +20,119 New
DI
318
Disciplined Investments
Oklahoma
$816K -$31K -757 -4%
BWCS
319
Beirne Wealth Consulting Services
Connecticut
$788K -$115K -2,823 -13%
CP
320
Cumberland Partners
Ontario, Canada
$787K – – –
AF
321
Advisornet Financial
Minnesota
$785K +$734K +17,947 +1,446%
SC
322
Sierra Capital
Florida
$784K +$446K +10,898 +132%
C1AG
323
Client 1st Advisory Group
Florida
$778K +$23.9K +585 +3%
AAMA
324
Advanced Asset Management Advisors
Ohio
$769K – – –
RRA
325
Round Rock Advisors
Connecticut
$764K -$2.86K -70 -0.4%
11 12
13
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