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iShares 0-5 Year High Yield Corporate Bond ETF

407 hedge funds and large institutions have $2.71B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 137 increasing their positions, 176 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 441407 (-34)

11.3% less ownership

Funds ownership: 70.83%59.53% (-11%)

22% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 176

22% less funds holding in top 10

Funds holding in top 10: 2721 (-6)

34% less capital invested

Capital invested by funds: $4.09B → $2.71B (-$1.39B)

39% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 75

Holders
407
Holders Change
-34
Holders Change %
-7.71%
% of All Funds
7.15%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
46
Increased
137
Reduced
176
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
426
Mountain Capital Investment Advisors
Colorado
-$2.83M -62,375 Closed
I
427
INVST
Indiana
-$2.62M -57,596 Closed
SPAS
428
Spectrum Planning & Advisory Services
California
-$2.56M -56,230 Closed
4WM
429
4J Wealth Management
Virginia
-$1.72M -37,856 Closed
TF
430
Trek Financial
Arizona
-$1.68M -36,897 Closed
AWE
431
Avidian Wealth Enterprises
Texas
-$1.61M -35,489 Closed
SWM
432
SigFig Wealth Management
California
-$1.37M -30,123 Closed
FIA
433
Foundations Investment Advisors
Arizona
-$1.31M -28,856 Closed
PPP
434
Private Portfolio Partners
New Jersey
-$1.25M -27,569 Closed
VC
435
Veracity Capital
Georgia
-$1.19M -26,084 Closed
BWAM
436
Boyd Watterson Asset Management
Ohio
-$1.05M -23,047 Closed
VWM
437
Venturi Wealth Management
Texas
-$1.05M -23,017 Closed
VC
438
Vicus Capital
Pennsylvania
-$1.02M -22,355 Closed
VAS
439
Vestmark Advisory Solutions
Massachusetts
-$905K -19,914 Closed
PCG
440
Private Capital Group
Connecticut
-$893K -19,649 Closed
BCA
441
Biltmore Capital Advisors
New Jersey
-$889K -19,575 Closed
RIA
442
Regal Investment Advisors
Michigan
-$760K -16,723 Closed
TPWA
443
TRUE Private Wealth Advisors
Oregon
-$743K -16,354 Closed
WIA
444
World Investment Advisors
California
-$661K -14,455 Closed
RSWM
445
Robertson Stephens Wealth Management
California
-$576K -12,688 Closed
BSAM
446
Blue Sky Asset Management
Colorado
-$564K -12,388 Closed
TFA
447
Teamwork Financial Advisors
Texas
-$543K -11,945 Closed
CWM
448
Cornerstone Wealth Management
Missouri
-$535K -11,779 Closed
Fisher Asset Management
449
Fisher Asset Management
Washington
-$504K -11,096 Closed
LA
450
LexAurum Advisors
Kansas
-$491K -10,809 Closed