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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
TPA
451
Trivium Point Advisory
Connecticut
-$365K -8,038 Closed
OWA
452
One Wealth Advisors
California
-$333K -7,321 Closed
MFG
453
Magnus Financial Group
New York
-$295K -6,498 Closed
IWM
454
IHT Wealth Management
Illinois
-$295K -6,491 Closed
OFG
455
OmniStar Financial Group
North Carolina
-$287K -6,307 Closed
PFA
456
Pinnacle Family Advisors
Missouri
-$273K -6,002 Closed
WFC
457
Western Financial Corp
California
-$272K -6,001 Closed
GSWM
458
Golden State Wealth Management
California
-$269K -5,929 Closed
FMC
459
First Merchants Corp
Indiana
-$247K -5,433 Closed
IWS
460
Insight Wealth Strategies
California
-$245K -5,391 Closed
FHC
461
First Heartland Consultants
Missouri
-$245K -5,381 Closed
AFP
462
Ausdal Financial Partners
Iowa
-$235K -5,163 Closed
FC
463
FCA Corp
Texas
-$231K -5,075 Closed
DP
464
Dearborn Partners
Illinois
-$221K -4,874 Closed
AFAS
465
Acorn Financial Advisory Services
Virginia
-$216K -4,755 Closed
BWFA
466
Baltimore-Washington Financial Advisors
Maryland
-$212K -4,674 Closed
Comerica Bank
467
Comerica Bank
Texas
-$210K -4,604 Closed
AA
468
Ancora Advisors
Ohio
-$208K -4,595 Closed
IFG
469
Independent Financial Group
California
-$206K -4,525 Closed
MIM
470
Merrion Investment Management
New Jersey
-$143K -3,157 Closed
GFPC
471
Global Financial Private Client
Florida
-$76.4K -1,682 Closed
BWM
472
Baystate Wealth Management
Massachusetts
-$72K -1,587 Closed
SL
473
Savior LLC
Massachusetts
-$62K -1,357 Closed
FWM
474
FSA Wealth Management
Massachusetts
-$52K -1,155 Closed
LGA
475
Lebenthal Global Advisors
New York
-$17K -375 Closed