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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 %
DWM
376
Dakota Wealth Management
Florida
$264K +$17.1K +405 +7%
CCIA
377
Cherry Creek Investment Advisors
Colorado
$260K +$260K +6,162 New
GGS
378
Galvin Gaustad & Stein
Arizona
$254K -$434K -10,278 -63%
CAWM
379
Capital Advisors Wealth Management
Washington
$253K -$38.8K -920 -13%
MW
380
Marcum Wealth
Ohio
$253K +$253K +5,988 New
CFS
381
Commonwealth Financial Services
West Virginia
$248K -$30.3K -717 -11%
MIH
382
Meitav Investment House
Israel
$247K
RG
383
Retirement Group
California
$245K +$86.7K +2,053 +55%
D
384
Diversified
Delaware
$243K +$243K +5,758 New
MW
385
Maia Wealth
Colorado
$241K +$241K +5,710 New
PTC
386
Private Trust Company
Ohio
$241K +$90.9K +2,152 +61%
VCP
387
Verus Capital Partners
Arizona
$238K -$105K -2,478 -31%
MWM
388
Mascoma Wealth Management
New Hampshire
$237K -$44.1K -1,045 -16%
Koshinski Asset Management
389
Koshinski Asset Management
Illinois
$237K -$716K -16,962 -75%
EGA
390
Eagle Global Advisors
Texas
$236K -$22.4K -530 -9%
PI
391
PFG Investments
New York
$234K +$10.3K +243 +5%
Bank of Nova Scotia
392
Bank of Nova Scotia
Ontario, Canada
$231K -$642K -15,204 -74%
NCM
393
Northwest Capital Management
Oregon
$228K +$1.27K +30 +0.6%
FWA
394
FOCUS Wealth Advisors
Texas
$227K
NSIM
395
North Star Investment Management
Illinois
$215K
B
396
Bailard
California
$212K +$212K +5,026 New
Focus Partners Wealth
397
Focus Partners Wealth
Massachusetts
$211K +$211K +5,000 New
LAS
398
Lloyd Advisory Services
Georgia
$211K +$211K +4,988 New
AAM
399
Advisors Asset Management
Colorado
$201K -$422 -10 -0.2%
TA
400
TrueWealth Advisors
Alabama
$201K -$15.2K -359 -7%