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iShares 0-5 Year High Yield Corporate Bond ETF
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Overview Fund Activity

500 hedge funds and large institutions have $4.62B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.25%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
69
Increased
217
Reduced
158
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$164M
2
AssetMark Inc
AssetMark Inc
California
+$122M
3
BI
Bramshill Investments
Florida
+$89.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$42.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$33.5M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$189M
2
Morgan Stanley
Morgan Stanley
New York
-$74.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$68.7M
4
RIG
RiverFront Investment Group
Virginia
-$36.3M
5
AWM
AE Wealth Management
Kansas
-$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
326
TBH Global Asset Management
Tennessee
$398K +$85 +2 +0%
CAAS
327
Capital Asset Advisory Services
Michigan
$397K +$397K +9,419 New
CCA
328
Cadent Capital Advisors
Oklahoma
$393K +$7.49K +176 +2%
RFN
329
Redwood Financial Network
Ohio
$393K -$74.5K -1,750 -16%
CFG
330
CKW Financial Group
Hawaii
$384K -$8.73K -207 -2%
SWP
331
Significant Wealth Partners
Illinois
$383K -$93K -2,186 -20%
SFO
332
Stokes Family Office
Louisiana
$378K -$24K -565 -6%
CCAL
333
City Center Advisors LLC
Michigan
$375K +$375K +8,813 New
SXL
334
Summit X LLC
Missouri
$373K -$16.3K -384 -4%
D
335
Diversified
Delaware
$373K +$128K +3,002 +52%
CRC
336
Curi RMB Capital
Illinois
$371K +$371K +8,710 New
C1AG
337
Client 1st Advisory Group
Florida
$365K -$24K -565 -6%
BFWM
338
Bright Futures Wealth Management
New York
$361K +$361K +8,550 New
SW
339
SteelPeak Wealth
California
$361K +$72K +1,691 +25%
VFPW
340
Vantage Financial Partners (Wisconsin)
Wisconsin
$359K +$33.3K +782 +10%
Qube Research & Technologies (QRT)
341
Qube Research & Technologies (QRT)
United Kingdom
$355K – – –
NL
342
NDWM LLC
California
$355K -$83.6K -1,965 -19%
WCFA
343
Walkner Condon Financial Advisors
Wisconsin
$353K -$5.53K -130 -2%
ACM
344
AlphaStar Capital Management
North Carolina
$351K +$40.4K +949 +13%
FEM
345
Fulcrum Equity Management
Texas
$344K -$92.7K -2,178 -21%
BWCS
346
Beirne Wealth Consulting Services
Connecticut
$343K -$5.11K -120 -1%
SC
347
Saiph Capital
New Jersey
$339K -$18.8K -442 -5%
FCA
348
FinTrust Capital Advisors
South Carolina
$336K – – –
OFG
349
Omega Financial Group
California
$334K +$334K +7,849 New
CT
350
Colonial Trust
South Carolina
$326K -$27.1K -637 -8%
12 13
14
15 16