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

500 hedge funds and large institutions have $4.62B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.25%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
69
Increased
217
Reduced
158
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$164M
2
AssetMark Inc
AssetMark Inc
California
+$122M
3
BI
Bramshill Investments
Florida
+$89.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$42.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$33.5M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$189M
2
Morgan Stanley
Morgan Stanley
New York
-$74.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$68.7M
4
RIG
RiverFront Investment Group
Virginia
-$36.3M
5
AWM
AE Wealth Management
Kansas
-$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
376
Cherry Creek Investment Advisors
Colorado
$248K -$13.7K -322 -5%
CFS
377
Commonwealth Financial Services
West Virginia
$248K – – –
CAWM
378
Capital Advisors Wealth Management
Washington
$243K -$12.7K -299 -5%
MA
379
MJP Associates
Connecticut
$241K +$241K +5,667 New
1WM
380
1900 Wealth Management
Texas
$240K -$2.62M -61,610 -92%
AA
381
AlphaCentric Advisors
Puerto Rico
$238K +$64.5K +1,515 +37%
RG
382
Retirement Group
California
$238K -$8.6K -202 -3%
PMG
383
ProVise Management Group
Florida
$235K -$205K -4,812 -47%
SL
384
Salomon & Ludwin
Virginia
$234K +$234K +5,491 New
Bank of Nova Scotia
385
Bank of Nova Scotia
Ontario, Canada
$232K – – –
BBHC
386
Brown Brothers Harriman & Co
New York
$230K +$230K +5,412 New
NCM
387
Northwest Capital Management
Oregon
$230K +$298 +7 +0.1%
FWA
388
FOCUS Wealth Advisors
Texas
$229K – – –
AWM
389
Axxcess Wealth Management
California
$227K +$227K +5,338 New
EGA
390
Eagle Global Advisors
Texas
$225K -$12.8K -300 -5%
HKIMG
391
Hutchens & Kramer Investment Management Group
Indiana
$224K -$204K -4,847 -48%
Fidelity Investments
392
Fidelity Investments
Massachusetts
$222K +$99K +2,326 +80%
TCPW
393
Twin City Private Wealth
North Carolina
$220K +$220K +5,181 New
GRP
394
Global Retirement Partners
California
$218K +$25.5K +600 +13%
NSIM
395
North Star Investment Management
Illinois
$217K – – –
Fisher Asset Management
396
Fisher Asset Management
Washington
$210K +$210K +4,928 New
AC
397
Addison Capital
Pennsylvania
$207K +$207K +4,875 New
B
398
Bailard
California
$207K -$7.19K -169 -3%
ACS
399
Archford Capital Strategies
Illinois
$202K +$202K +4,755 New
TA
400
TrueWealth Advisors
Alabama
$202K – – –
14 15
16
17 18