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iShares 0-5 Year High Yield Corporate Bond ETF

498 hedge funds and large institutions have $3.69B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 226 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-70
Holders Change %
-12.32%
% of All Funds
7.97%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.61%
New
69
Increased
155
Reduced
226
Closed
129
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TGAM
301
TBH Global Asset Management
Tennessee
$511K +$511K +12,261 New
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$509K -$1.24M -29,801 -71%
WPC
303
Wedmont Private Capital
Pennsylvania
$508K
CG
304
Colony Group
Massachusetts
$500K -$428K -10,270 -46%
RFN
305
Redwood Financial Network
Ohio
$498K -$14.3K -343 -3%
DIA
306
Dana Investment Advisors
Wisconsin
$494K +$31K +743 +7%
FAIM
307
Financial Advocates Investment Management
Washington
$493K -$546K -13,088 -53%
PAG
308
Paladin Advisory Group
Iowa
$489K +$489K +11,744 New
CAWM
309
Capital Advisors Wealth Management
Washington
$480K -$19.9K -477 -4%
QWM
310
Quaker Wealth Management
New Jersey
$477K -$401K -9,618 -46%
WAG
311
Wallace Advisory Group
California
$475K -$83 -2 -0%
LFAS
312
Level Four Advisory Services
Texas
$459K +$1.42K +34 +0.3%
NIC
313
Northwest Investment Counselors
Oregon
$447K +$73.9K +1,772 +20%
NCM
314
Northwest Capital Management
Oregon
$446K -$248K -5,956 -36%
IWM
315
IHT Wealth Management
Illinois
$446K -$92.5K -2,219 -17%
MCM
316
Mainstay Capital Management
Michigan
$441K -$7.67K -184 -2%
KPWS
317
Kestra Private Wealth Services
Texas
$440K +$440K +10,558 New
Cerity Partners
318
Cerity Partners
New York
$424K -$7.42K -178 -2%
MWM
319
Maripau Wealth Management
Indiana
$424K -$33.4K -801 -7%
SWRP
320
Summit Wealth & Retirement Planning
California
$421K -$60.8K -1,459 -13%
Wealthfront Advisers
321
Wealthfront Advisers
California
$409K +$409K +9,811 New
PWM
322
Penobscot Wealth Management
Maine
$407K -$40.6K -973 -9%
DPI
323
Diversified Portfolios Inc
Michigan
$406K +$406K +9,750 New
CWA
324
Clearview Wealth Advisors
Oregon
$400K -$926K -22,211 -70%
SP
325
Successful Portfolios
Florida
$395K -$242K -5,808 -38%