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iShares 0-5 Year High Yield Corporate Bond ETF
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Overview Fund Activity

568 hedge funds and large institutions have $7.49B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 204 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+123
Holders Change %
+27.64%
% of All Funds
9.16%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.68%
New
167
Increased
204
Reduced
148
Closed
38
Calls
$472K
Puts
$9.14M
Net Calls
-$8.67M
Net Calls Change
-$9.06M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.15B
2
AWA
2
Arete Wealth Advisors
Illinois
$1.65B
3
LPL Financial
3
LPL Financial
California
$239M
4
Morgan Stanley
4
Morgan Stanley
New York
$205M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$9.58M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
AssetMark Inc
3
AssetMark Inc
California
$237M
4
DP
4
Divergent Planning
Maryland
$0
5
CI
5
Conning Inc
Connecticut
$8.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
426
Almanack Investment Partners
Pennsylvania
$297K +$297K +7,269 New
PMG
427
ProVise Management Group
Florida
$290K +$290K +7,080 New
AA
428
Ancora Advisors
Ohio
$289K +$279K +6,824 +2,697%
EFL
429
ERn Financial LLC
Wisconsin
$287K -$48.2K -1,179 -14%
FCAM
430
First Citizens Asset Management
North Carolina
$286K +$286K +6,988 New
TF
431
TimeScale Financial
Massachusetts
$272K – – –
APC
432
Aspire Private Capital
North Carolina
$271K +$271K +6,632 New
GL
433
Graypoint LLC
New York
$267K +$267K +6,529 New
D
434
Dentgroup
Louisiana
$267K +$267K +6,523 New
ACM
435
Absolute Capital Management
Pennsylvania
$265K +$259K +6,334 +4,034%
VPP
436
Vertex Planning Partners
Illinois
$265K +$265K +6,475 New
WHG
437
Westwood Holdings Group
Texas
$263K -$81.1K -1,987 -24%
HCA
438
Harbour Capital Advisors
Virginia
$263K -$337K -8,225 -56%
3LCM
439
3D/L Capital Management
Connecticut
$262K +$262K +6,406 New
SRSA
440
S.R. Schill & Associates
Washington
$257K -$27.3K -668 -10%
SF
441
Synovus Financial
Georgia
$254K +$3.64K +89 +1%
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$250K +$250K +6,109 New
RB
443
Renasant Bank
Mississippi
$249K +$249K +6,091 New
FM
444
Foster & Motley
Ohio
$245K +$245K +5,985 New
OLVIG
445
Oliver Lagore Vanvalin Investment Group
Michigan
$244K +$224K +5,480 +1,116%
SW
446
Simplicity Wealth
New Jersey
$241K -$2.62M -64,140 -92%
DWM
447
Dakota Wealth Management
Florida
$239K -$145K -3,550 -38%
EWA
448
Evolution Wealth Advisors
Florida
$238K +$26.8K +655 +13%
SG
449
StoneX Group
New York
$236K +$236K +5,769 New
MPW
450
MGO Private Wealth
California
$236K +$10.7K +261 +5%
16 17
18
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