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

498 hedge funds and large institutions have $3.69B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 226 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-70
Holders Change %
-12.32%
% of All Funds
7.97%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.61%
New
69
Increased
155
Reduced
226
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$155M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$128M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$53M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$27M
5
ACM
Advisors Capital Management
New Jersey
+$25M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.01B
2
LPL Financial
LPL Financial
California
-$202M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$122M
4
Osaic Holdings
Osaic Holdings
Arizona
-$107M
5
Morgan Stanley
Morgan Stanley
New York
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
376
Day & Ennis
Georgia
$240K +$31.6K +758 +15%
PFGIA
377
Patriot Financial Group Insurance Agency
Massachusetts
$237K -$375K -8,999 -61%
MC
378
Moors & Cabot
Massachusetts
$237K -$79.8K -1,915 -25%
ECA
379
Elevated Capital Advisors
Utah
$236K +$236K +5,670 New
HCA
380
Harbour Capital Advisors
Virginia
$235K -$31.9K -765 -12%
VP
381
Verum Partners
North Carolina
$232K +$232K +5,573 New
MCM
382
Mendel Capital Management
Arkansas
$229K +$229K +5,494 New
Bank of Nova Scotia
383
Bank of Nova Scotia
Ontario, Canada
$227K – – –
SWA
384
Stratos Wealth Advisors
Ohio
$226K -$459K -11,011 -67%
FWA
385
FOCUS Wealth Advisors
Texas
$224K – – –
CSIA
386
Charles Schwab Investment Advisory
California
$224K +$292 +7 +0.1%
TCM
387
Triumph Capital Management
Colorado
$223K +$15.3K +367 +7%
AA
388
AlphaCentric Advisors
Puerto Rico
$223K +$223K +5,356 New
CFAM
389
Center For Asset Management
Florida
$222K -$1.88M -45,003 -89%
Corient Private Wealth
390
Corient Private Wealth
Florida
$220K +$220K +5,286 New
BI
391
Ballast Inc
Kentucky
$220K -$297K -7,135 -57%
TA
392
TrueWealth Advisors
Alabama
$215K -$199K -4,783 -48%
DIA
393
Davidson Investment Advisors
Montana
$215K +$215K +5,152 New
HAIM
394
Hunter Associates Investment Management
Pennsylvania
$214K +$214K +5,147 New
BOPW
395
Brandywine Oak Private Wealth
Pennsylvania
$212K -$10.4K -250 -5%
GAA
396
Global Assets Advisory
Florida
$212K +$212K +5,105 New
SI
397
Stephens Inc
Arkansas
$208K -$16K -383 -7%
Fidelity Investments
398
Fidelity Investments
Massachusetts
$205K +$99.8K +2,394 +95%
PMG
399
ProVise Management Group
Florida
$204K -$90.7K -2,177 -31%
CIAS
400
Capital Investment Advisory Services
North Carolina
$180K – – –
14 15
16
17 18