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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 %
AWA
351
Arkadios Wealth Advisors
Georgia
$354K +$69.5K +1,646 +24%
Qube Research & Technologies (QRT)
352
Qube Research & Technologies (QRT)
United Kingdom
$353K
CT
353
Colonial Trust
South Carolina
$350K
BWCS
354
Beirne Wealth Consulting Services
Connecticut
$345K -$119K -2,812 -26%
FCA
355
FinTrust Capital Advisors
South Carolina
$333K
VFPW
356
Vantage Financial Partners (Wisconsin)
Wisconsin
$323K +$41.3K +979 +15%
TCA
357
Transcend Capital Advisors
New Jersey
$323K -$71.8K -1,700 -18%
HAIM
358
Hunter Associates Investment Management
Pennsylvania
$308K +$3.06K +72 +1%
ACM
359
AlphaStar Capital Management
North Carolina
$308K -$75.4K -1,786 -20%
PIA
360
Perennial Investment Advisors
California
$303K -$114K -2,712 -27%
SS
361
Simplicity Solutions
Minnesota
$303K +$303K +7,169 New
QWP
362
Quotient Wealth Partners
Texas
$301K +$301K +7,127 New
TWP
363
Tyche Wealth Partners
Texas
$297K +$297K +7,038 New
AWA
364
Acorn Wealth Advisors
Michigan
$295K +$29.6K +701 +11%
EFL
365
ERn Financial LLC
Wisconsin
$294K -$7.17K -170 -2%
ATI
366
ARK & TLK Investments
Oklahoma
$293K +$293K +6,928 New
WT
367
Whittier Trust
California
$292K +$138K +3,267 +90%
NA
368
NewEdge Advisors
Louisiana
$288K +$14.1K +335 +5%
SW
369
SteelPeak Wealth
California
$287K +$30K +710 +12%
SCM
370
Saxony Capital Management
Missouri
$281K +$281K +6,658 New
SFS
371
Security Financial Services
Indiana
$277K +$277K +6,562 New
Bessemer Group
372
Bessemer Group
New Jersey
$277K +$142K +3,357 +105%
TFA
373
TPG Financial Advisors
Oregon
$274K +$68.1K +1,616 +33%
AF
374
Allworth Financial
California
$274K +$71.5K +1,694 +35%
WHG
375
Westwood Holdings Group
Texas
$272K -$18K -426 -6%