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iShares 0-5 Year High Yield Corporate Bond ETF

400 hedge funds and large institutions have $3.12B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 201 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
6.98%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
32
Increased
201
Reduced
114
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBH
326
Segall Bryant & Hamill
Illinois
$250K
MYIA
327
Mount Yale Investment Advisors
Colorado
$247K
FWA
328
FOCUS Wealth Advisors
Texas
$247K +$247K +5,372 New
LAS
329
Lloyd Advisory Services
Georgia
$237K -$5.48K -119 -2%
MAS
330
Madden Advisory Services
Florida
$219K -$2.45K -53 -1%
LFAS
331
Level Four Advisory Services
Texas
$216K
VA
332
Valmark Advisers
Ohio
$216K +$2.21K +48 +1%
CIAS
333
Capital Investment Advisory Services
North Carolina
$205K -$874 -19 -0.4%
CC
334
Copperleaf Capital
North Carolina
$204K
BWP
335
Bernardo Wealth Planning
Pennsylvania
$202K -$145K -3,140 -42%
TCM
336
Tuttle Capital Management
Connecticut
$201K +$201K +4,368 New
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$188K +$44.6K +967 +31%
CWM
338
Cedar Wealth Management
California
$164K
FHA
339
First Horizon Advisors
Tennessee
$152K +$12.4K +272 +9%
Fidelity Investments
340
Fidelity Investments
Massachusetts
$141K -$12.7K -277 -8%
AWM
341
Avior Wealth Management
Nebraska
$134K -$49.3K -1,073 -27%
AF
342
Advisornet Financial
Minnesota
$134K -$28.3K -617 -17%
GRP
343
Global Retirement Partners
California
$128K +$12.8K +278 +11%
FI
344
FormulaFolio Investments
Michigan
$127K -$18.5K -402 -13%
PA
345
Parallel Advisors
California
$123K
TAM
346
Tucker Asset Management
Colorado
$123K
SPIA
347
Steward Partners Investment Advisory
New York
$110K -$136K -2,952 -55%
GIA
348
Goodwin Investment Advisory
Georgia
$108K -$88K -1,903 -45%
LWP
349
Lumature Wealth Partners
Georgia
$108K -$5.68K -123 -5%
RCC
350
Red Cedar Capital
Nebraska
$106K