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iShares 0-5 Year High Yield Corporate Bond ETF

501 hedge funds and large institutions have $4.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 160 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+35
Holders Change %
+7.51%
% of All Funds
7.34%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.43%
New
90
Increased
188
Reduced
160
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FEM
326
Fulcrum Equity Management
Texas
$433K +$433K +10,257 New
MA
327
MAS Advisors
Florida
$432K
HKIMG
328
Hutchens & Kramer Investment Management Group
Indiana
$429K +$429K +10,153 New
SFG
329
StrategIQ Financial Group
Indiana
$421K -$109K -2,584 -21%
MCM
330
Mainstay Capital Management
Michigan
$411K -$1.22K -29 -0.3%
CW
331
Channel Wealth
California
$409K -$283K -6,693 -41%
NIC
332
Northwest Investment Counselors
Oregon
$407K -$15.5K -368 -4%
PA
333
PFG Advisors
Arizona
$407K +$25.2K +596 +7%
GAA
334
Guardian Asset Advisors
Pennsylvania
$402K +$402K +9,511 New
SFO
335
Stokes Family Office
Louisiana
$399K -$89.2K -2,112 -18%
TGAM
336
TBH Global Asset Management
Tennessee
$395K -$82.4K -1,951 -17%
CFG
337
CKW Financial Group
Hawaii
$393K +$6.12K +145 +2%
SXL
338
Summit X LLC
Missouri
$386K -$12.8K -304 -3%
BTI
339
Blue Trust Inc
Georgia
$386K +$211K +5,145 +121%
C1AG
340
Client 1st Advisory Group
Florida
$386K -$17.6K -417 -4%
BC
341
Bakala Capital
South Carolina
$386K +$386K +9,131 New
KPWG
342
KFA Private Wealth Group
Virginia
$385K +$11.8K +279 +3%
CAM
343
Concorde Asset Management
Michigan
$385K +$43.1K +1,020 +13%
KSWA
344
Kathleen S. Wright Associates
Pennsylvania
$384K
CCA
345
Cadent Capital Advisors
Oklahoma
$383K +$5.49K +130 +1%
JWCA
346
J.W. Cole Advisors
Florida
$382K +$22.6K +536 +6%
CPIG
347
Chicago Partners Investment Group
Illinois
$372K +$372K +8,805 New
ALS
348
Andrew L. Share
$357K +$357K +8,448 New
WCFA
349
Walkner Condon Financial Advisors
Wisconsin
$356K -$8.87K -210 -2%
SC
350
Saiph Capital
New Jersey
$355K -$5.7K -135 -2%