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iShares 0-5 Year High Yield Corporate Bond ETF

527 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 169 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.07%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.31%
New
65
Increased
234
Reduced
169
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
451
Westend Capital Management
California
$105K
EWM
452
EPG Wealth Management
Georgia
$101K +$7.46K +173 +8%
RCM
453
Richardson Capital Management
Wisconsin
$96.8K +$949 +22 +1%
FIM
454
FWL Investment Management
Texas
$93K +$86.3K +2,001 +1,291%
WFA
455
Wells Financial Advisors
Massachusetts
$92.1K
Fidelity Investments
456
Fidelity Investments
Massachusetts
$91.1K -$44K -1,019 -33%
GEA
457
Glen Eagle Advisors
New Jersey
$90.8K
AG
458
AmeriFlex Group
Nevada
$88.6K +$20.7K +482 +31%
CTA
459
Colonial Trust Advisors
South Carolina
$88.4K -$11.9K -275 -12%
DSC
460
Duncker Streett & Co
Missouri
$86.5K
RIA
461
Realta Investment Advisors
Delaware
$71K -$80.5K -1,865 -53%
AGWCA
462
Annis Gardner Whiting Capital Advisors
Florida
$69.3K +$69.3K +1,607 New
AAS
463
Ameritas Advisory Services
Nebraska
$68.9K +$68.9K +1,597 New
AF
464
Advisornet Financial
Minnesota
$65.4K -$1.51K -35 -2%
PSFG
465
Park Square Financial Group
Georgia
$52.2K -$6K -139 -10%
TFA
466
Toth Financial Advisory
Virginia
$51.6K +$51.6K +1,197 New
AWM
467
Angeles Wealth Management
California
$51K +$51K +1,183 New
WOSD
468
WFA of San Diego
California
$47.1K +$47.1K +1,091 New
SWM
469
Spire Wealth Management
Virginia
$46.5K +$6.55K +152 +16%
TPCW
470
TD Private Client Wealth
New York
$44.7K +$44.7K +1,036 New
LFASL
471
Lugano Financial Advisors SA (LFA)
Switzerland
$44.3K -$15.4K -360 -26%
VWWMG
472
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K
PP
473
Pacifica Partners
Canada
$39.3K +$9.9K +230 +34%
AW
474
Avion Wealth
Texas
$35K
UB
475
UMB Bank
Missouri
$34.3K