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iShares 0-5 Year High Yield Corporate Bond ETF

509 hedge funds and large institutions have $4.85B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 168 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+9
Holders Change %
+1.8%
% of All Funds
7.4%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
62
Increased
213
Reduced
168
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
401
Allworth Financial
California
$227K -$91.5K -2,152 -29%
EGA
402
Eagle Global Advisors
Texas
$224K
CAWM
403
Capital Advisors Wealth Management
Washington
$218K -$23K -544 -10%
NSIM
404
North Star Investment Management
Illinois
$215K
HKIMG
405
Hutchens & Kramer Investment Management Group
Indiana
$208K -$15K -357 -7%
B
406
Bailard
California
$206K +$1.01K +24 +0.5%
SF
407
Summit Financial
New Jersey
$201K +$1.48K +35 +0.7%
TCPW
408
Twin City Private Wealth
North Carolina
$192K -$26.6K -630 -12%
HT
409
Headlands Technologies
Illinois
$184K +$178K +4,220 +3,197%
EWA
410
EverSource Wealth Advisors
Alabama
$173K +$54.8K +1,282 +46%
Jones Financial Companies
411
Jones Financial Companies
Missouri
$157K +$157K +3,722 New
Allianz Asset Management
412
Allianz Asset Management
Germany
$143K +$143K +3,400 New
IAIM
413
International Assets Investment Management
Florida
$142K +$142K +3,364 New
CIAS
414
Capital Investment Advisory Services
North Carolina
$140K -$3.76K -89 -3%
NCM
415
Northwest Capital Management
Oregon
$140K -$87.9K -2,084 -39%
BNP Paribas Financial Markets
416
BNP Paribas Financial Markets
France
$139K -$19.9M -471,270 -99%
TWP
417
Triad Wealth Partners
Kansas
$138K +$138K +3,279 New
LWA
418
Lowe Wealth Advisors
Maryland
$137K -$3.67K -87 -3%
SC
419
SouthState Corp
Florida
$114K +$114K +2,696 New
Fidelity Investments
420
Fidelity Investments
Massachusetts
$112K -$109K -2,574 -49%
SP
421
SWS Partners
Ohio
$110K +$110K +2,617 New
WT
422
Whittier Trust
California
$109K +$23.3K +553 +27%
AIP
423
Ameritas Investment Partners
Nebraska
$106K +$10.9K +258 +11%
CTA
424
Colonial Trust Advisors
South Carolina
$104K -$12.7K -300 -11%
EWM
425
EPG Wealth Management
Georgia
$94.7K -$98.8K -2,322 Closed