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iShares 0-5 Year High Yield Corporate Bond ETF

486 hedge funds and large institutions have $4.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 208 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-12
Holders Change %
-2.41%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.05%
% of All Funds
0.47%
New
46
Increased
170
Reduced
208
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
351
Mascoma Wealth Management
New Hampshire
$275K -$342K -8,274 -55%
WHG
352
Westwood Holdings Group
Texas
$275K +$581 +14 +0.2%
VIM
353
Vista Investment Management
Pennsylvania
$274K -$292K -7,048 -52%
GRP
354
Global Retirement Partners
California
$267K -$2.65K -64 -1%
FTUS
355
Flow Traders U.S.
New York
$266K -$13.2M -318,124 -98%
BJL
356
Brighton Jones LLC
Washington
$264K +$264K +6,366 New
EAMA
357
EFG Asset Management (Americas)
Florida
$263K
ECI
358
EFG Capital International
Florida
$263K +$263K +6,348 New
SW
359
SteelPeak Wealth
California
$259K -$13K -313 -5%
EFL
360
ERn Financial LLC
Wisconsin
$257K +$1.62K +39 +0.6%
CWS
361
Cypress Wealth Services
California
$254K -$78.4K -1,888 -24%
AF
362
Allworth Financial
California
$253K -$22.4K -540 -8%
EGA
363
Eagle Global Advisors
Texas
$249K -$19.5K -470 -7%
FM
364
Foster & Motley
Ohio
$244K -$21.8K -525 -8%
WCFA
365
Walkner Condon Financial Advisors
Wisconsin
$243K +$243K +5,872 New
DWM
366
Dakota Wealth Management
Florida
$242K
CSIA
367
Charles Schwab Investment Advisory
California
$239K +$16.7K +403 +8%
LTI
368
Laffer Tengler Investments
Tennessee
$237K -$52.1K -1,257 -18%
USCWA
369
U.S. Capital Wealth Advisors
Texas
$236K +$236K +5,694 New
MWM
370
Maripau Wealth Management
Indiana
$235K -$187K -4,505 -44%
Fidelity Investments
371
Fidelity Investments
Massachusetts
$233K +$29.3K +708 +14%
VP
372
Verum Partners
North Carolina
$231K
AWA
373
Acorn Wealth Advisors
Michigan
$229K +$229K +5,516 New
LNWWM
374
Laird Norton Wetherby Wealth Management
California
$227K +$227K +5,478 New
Bank of Nova Scotia
375
Bank of Nova Scotia
Ontario, Canada
$226K -$249 -6 -0.1%