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iShares 0-5 Year High Yield Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WT
401
Whittier Trust
California
$152K -$35.4K -849 -19%
SWM
402
Spire Wealth Management
Virginia
$136K -$989K -23,722 -88%
RG
403
Retirement Group
California
$132K +$250 +6 +0.2%
PTC
404
Private Trust Company
Ohio
$132K -$213K -5,122 -62%
EWM
405
EPG Wealth Management
Georgia
$128K +$128K +3,069 New
Commonwealth Equity Services
406
Commonwealth Equity Services
Massachusetts
$125K -$3.39K -81,342 -3%
CTA
407
Colonial Trust Advisors
South Carolina
$120K -$8.34K -200 -7%
EWP
408
Elevation Wealth Partners
California
$112K +$112K +2,699 New
HT
409
Headlands Technologies
Illinois
$112K +$81.5K +1,955 +266%
AIP
410
Ameritas Investment Partners
Nebraska
$98.7K +$750 +18 +0.8%
WP
411
WealthPLAN Partners
Nebraska
$94.2K -$224K -5,378 -70%
MIFH
412
Migdal Insurance & Financial Holdings
Israel
$94K +$47K +1,135 +100%
BI
413
Bramshill Investments
Florida
$92.9K +$92.9K +2,230 New
AWM
414
Activest Wealth Management
Florida
$90.9K -$56K -1,344 -38%
WWP
415
WR Wealth Planners
Missouri
$89.5K -$377K -9,047 -81%
TAM
416
Tucker Asset Management
Colorado
$89.5K
DSC
417
Duncker Streett & Co
Missouri
$83.5K
AWM
418
Angeles Wealth Management
California
$79.5K +$49.6K +1,190 +166%
AAM
419
Advisors Asset Management
Colorado
$75.9K +$75.9K +1,821 New
WP
420
WealthShield Partners
North Carolina
$68.9K -$1.58M -37,844 -96%
FCA
421
Fortis Capital Advisors
Kansas
$68.2K -$119K -2,856 -64%
CA
422
Centerpoint Advisors
Massachusetts
$66K +$61.7K +1,486 +1,443%
US Bancorp
423
US Bancorp
Minnesota
$61K +$3.58K +86 +6%
BFEC
424
Benjamin F. Edwards & Company
Missouri
$58K +$15.2K +363 +35%
GI
425
Gradient Investments
Minnesota
$55.9K -$51.5K -1,235 -48%