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iShares 0-5 Year High Yield Corporate Bond ETF

515 hedge funds and large institutions have $4.94B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 226 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
7.45%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
61
Increased
226
Reduced
151
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1WM
401
1900 Wealth Management
Texas
$245K
AA
402
AlphaCentric Advisors
Puerto Rico
$242K -$695 -16 -0.3%
PA
403
Prossimo Advisors
California
$238K +$238K +5,492 New
WCFA
404
Walkner Condon Financial Advisors
Wisconsin
$237K -$107K -2,464 -31%
FWA
405
FOCUS Wealth Advisors
Texas
$233K
CAWM
406
Capital Advisors Wealth Management
Washington
$230K +$6.17K +142 +3%
MA
407
MJP Associates
Connecticut
$227K -$19.5K -450 -8%
CB
408
Commerce Bank
Missouri
$225K +$225K +5,176 New
RA
409
RFG Advisory
Alabama
$215K -$32K -738 -13%
SW
410
SteelPeak Wealth
California
$213K -$32.3K -745 -13%
NSIM
411
North Star Investment Management
Illinois
$211K -$9.77K -225 -4%
Koshinski Asset Management
412
Koshinski Asset Management
Illinois
$210K -$66.8K -1,538 -24%
PMG
413
ProVise Management Group
Florida
$205K +$205K +4,717 New
TA
414
TrueWealth Advisors
Alabama
$204K +$204K +4,700 New
SIM
415
Seaview Investment Managers
Florida
$203K -$83.9K -1,932 -29%
WI
416
WrapManager Inc
California
$203K +$203K +4,675 New
EGA
417
Eagle Global Advisors
Texas
$202K -$28.2K -650 -12%
MYIA
418
Mount Yale Investment Advisors
Colorado
$199K +$199K +4,577 New
EWA
419
EverSource Wealth Advisors
Alabama
$175K -$651 -15 -0.4%
US Bancorp
420
US Bancorp
Minnesota
$164K +$133K +3,070 +433%
CIAS
421
Capital Investment Advisory Services
North Carolina
$145K
LWA
422
Lowe Wealth Advisors
Maryland
$139K -$2.61K -60 -2%
Fidelity Investments
423
Fidelity Investments
Massachusetts
$135K +$19.6K +452 +17%
NCM
424
Northwest Capital Management
Oregon
$123K -$21K -483 -15%
BNP Paribas Financial Markets
425
BNP Paribas Financial Markets
France
$118K -$24.4K -562 -17%