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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 %
CSIA
401
Charles Schwab Investment Advisory
California
$200K -$41.8K -990 -17%
RFA
402
Resurgent Financial Advisors
Georgia
$192K +$192K +4,553 New
GRP
403
Global Retirement Partners
California
$191K -$87.7K -2,075 -31%
IGWM
404
ICA Group Wealth Management
Colorado
$176K +$176K +4,165 New
AA
405
AlphaCentric Advisors
Puerto Rico
$173K -$24.7K -584 -12%
CIAS
406
Capital Investment Advisory Services
North Carolina
$166K
Fidelity Investments
407
Fidelity Investments
Massachusetts
$122K -$153K -3,636 -56%
US Bancorp
408
US Bancorp
Minnesota
$118K -$13.8K -327 -10%
CTA
409
Colonial Trust Advisors
South Carolina
$117K
BFEC
410
Benjamin F. Edwards & Company
Missouri
$117K +$21.6K +509 +23%
EWM
411
EPG Wealth Management
Georgia
$97.8K
AIP
412
Ameritas Investment Partners
Nebraska
$96.1K -$1.22K -29 -1%
AWM
413
Angeles Wealth Management
California
$90.8K +$2.28K +54 +3%
DSC
414
Duncker Streett & Co
Missouri
$84.6K
MCM
415
MidAtlantic Capital Management
Virginia
$79.2K +$79.2K +1,877 New
PA
416
Parallel Advisors
California
$77.3K +$41.6K +985 +117%
VWWMG
417
Vermillion & White Wealth Management Group
Pennsylvania
$75.7K +$75.7K +1,793 New
TAM
418
Tucker Asset Management
Colorado
$74.6K +$718 +17 +1%
William Blair & Company
419
William Blair & Company
Illinois
$72.7K +$43.6K +1,032 +149%
WFA
420
Wells Financial Advisors
Massachusetts
$69.9K -$21.1K -500 -23%
CWA
421
Core Wealth Advisors
Florida
$67.3K -$1.65K -39 -2%
SWM
422
Spire Wealth Management
Virginia
$65.2K -$1.61K -38 -2%
GI
423
Gradient Investments
Minnesota
$63.8K +$13.5K +320 +27%
PAG
424
Paladin Advisory Group
Iowa
$49.7K -$14.7K -349 -23%
SA
425
Scarborough Advisors
Maryland
$49.6K +$49.6K +1,176 New