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

568 hedge funds and large institutions have $7.49B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 204 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+123
Holders Change %
+27.64%
% of All Funds
9.16%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.68%
New
167
Increased
204
Reduced
148
Closed
38
Calls
$472K
Puts
$9.14M
Net Calls
-$8.67M
Net Calls Change
-$9.06M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.15B
2
AWA
Arete Wealth Advisors
Illinois
$1.65B
3
LPL Financial
LPL Financial
California
$239M
4
Morgan Stanley
Morgan Stanley
New York
$205M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$9.58M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
3
AssetMark Inc
AssetMark Inc
California
$237M
4
DP
Divergent Planning
Maryland
$0
5
CI
Conning Inc
Connecticut
$8.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
351
MAS Advisors
Florida
$604K -$91.3K -2,233 -13%
PFGIA
352
Patriot Financial Group Insurance Agency
Massachusetts
$601K +$601K +14,690 New
CA
353
Continuum Advisory
Idaho
$597K +$196K +4,798 +49%
FPAS
354
Focus Partners Advisor Solutions
Missouri
$588K +$29.2K +715 +5%
SFFS
355
Stonehage Fleming Financial Services
Jersey
$582K – – –
RW
356
Regimen Wealth
Georgia
$575K +$575K +14,081 New
SFG
357
Sovereign Financial Group
Connecticut
$543K +$543K +13,278 New
PFS
358
Prospera Financial Services
Texas
$542K +$542K +13,262 New
MIA
359
MMBG Investment Advisors
Florida
$538K – – –
FLA
360
Financial Life Advisors
Texas
$537K +$213K +5,210 +66%
IWM
361
IHT Wealth Management
Illinois
$528K +$292K +7,139 +123%
ML
362
McAdam LLC
Pennsylvania
$522K -$2.46M -54,300 -82%
ACM
363
AlphaStar Capital Management
North Carolina
$517K -$24.7K -603 -5%
WPC
364
Wedmont Private Capital
Pennsylvania
$513K – – –
HIM
365
Hanlon Investment Management
New Jersey
$510K +$510K +12,470 New
BI
366
Ballast Inc
Kentucky
$508K -$3.27M -79,997 -87%
LF
367
Lantz Financial
Illinois
$507K +$507K +12,398 New
RFN
368
Redwood Financial Network
Ohio
$502K -$4.17K -102 -0.8%
SIA
369
Strategic Investment Advisors
Michigan
$502K +$260K +6,348 +107%
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$501K -$900 -22 -0.2%
CAWM
371
Capital Advisors Wealth Management
Washington
$491K -$41.9K -1,024 -8%
VAG
372
VisionPoint Advisory Group
Texas
$490K +$490K +11,813 New
LNC
373
Lincoln National Corp
Pennsylvania
$484K +$484K +11,825 New
SWRP
374
Summit Wealth & Retirement Planning
California
$473K -$1.79M -43,757 -79%
SPI
375
Sutton Place Investors
New York
$468K +$468K +11,443 New
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