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iShares 0-5 Year High Yield Corporate Bond ETF

527 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 169 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.07%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.31%
New
65
Increased
234
Reduced
169
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCAL
326
City Center Advisors LLC
Michigan
$501K -$87K -2,016 -15%
GRP
327
Global Retirement Partners
California
$489K +$489K +11,331 New
RWP
328
RWA Wealth Partners
Massachusetts
$488K -$7M -162,357 -93%
PFA
329
Portland Financial Advisors
New York
$488K +$16.4K +380 +3%
PIMG
330
Patriot Investment Management Group
Tennessee
$482K
GVIC
331
Global Value Investment Corporation
Wisconsin
$481K
FNWA
332
Financial Network Wealth Advisors
Utah
$477K -$3.67K -85 -0.8%
CW
333
Channel Wealth
California
$475K +$5.95K +138 +1%
PTC
334
Private Trust Company
Ohio
$466K +$29.5K +684 +7%
SOS
335
Silver Oak Securities
Tennessee
$466K -$14K -325 -3%
SIAS
336
Summit Investment Advisory Services
Minnesota
$465K +$465K +10,789 New
SIA
337
Summit Investment Advisors
Maryland
$464K +$8.21K +192 +2%
LWA
338
LifeGoal Wealth Advisors
New York
$462K +$462K +10,716 New
KPWG
339
KFA Private Wealth Group
Virginia
$461K +$7.38K +171 +2%
HI
340
Harbour Investments
Wisconsin
$458K +$20.8K +483 +5%
YCG
341
Yeomans Consulting Group
Georgia
$447K -$55.7K -1,299 -11%
TWCA
342
Two West Capital Advisors
Kansas
$445K -$25.5K -591 -5%
BWCS
343
Beirne Wealth Consulting Services
Connecticut
$441K +$73.6K +1,705 +20%
DADC
344
D.A. Davidson & Co
Montana
$441K -$13.4K -311 -3%
SA
345
Stewardship Advisors
Pennsylvania
$434K +$23.8K +551 +6%
GC
346
Grimes & Company
Massachusetts
$433K -$208M -4,811,024 -100%
SCA
347
Snowden Capital Advisors
New York
$430K +$11.4K +265 +3%
TFA
348
TPG Financial Advisors
Oregon
$430K +$20.5K +475 +5%
GWM
349
GK Wealth Management
Nevada
$422K +$38.1K +882 +10%
HAIM
350
Hunter Associates Investment Management
Pennsylvania
$422K +$34.1K +789 +9%