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iShares 0-5 Year High Yield Corporate Bond ETF

228 hedge funds and large institutions have $1.21B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+12
Holders Change %
+5.56%
% of All Funds
5.09%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.36%
New
55
Increased
70
Reduced
70
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$12.5M +$11.5M +259,910 +1,171%
UCFA
27
United Capital Financial Advisors
Texas
$12.5M -$1.24M -27,811 -9%
LA
28
Leonetti & Associates
Illinois
$11.7M +$11.7M +262,410 New
ACM
29
Advisors Capital Management
New Jersey
$11.6M -$283K -6,348 -2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$10.4M +$2.42M +54,333 +30%
Wells Fargo
31
Wells Fargo
California
$10.2M -$6.51M -146,052 -39%
PA
32
Probity Advisors
Texas
$10M +$1.71M +38,405 +21%
BWM
33
Bernicke Wealth Management
Wisconsin
$9.61M +$158K +3,557 +2%
CI
34
Conning Inc
Connecticut
$9.36M
RWA
35
Redhawk Wealth Advisors
Minnesota
$8.51M -$886K -19,215 -9%
QFA
36
Quattro Financial Advisors
Texas
$7.89M -$1.87M -40,718 -19%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$7.78M -$1.72M -38,558 -18%
RCS
38
Retirement Capital Strategies
California
$7.7M +$7.7M +172,836 New
OMC
39
Old Mission Capital
Illinois
$7.31M +$7.31M +164,113 New
WA
40
WP Advisors
California
$6.97M -$2.29M -51,465 -25%
LWM
41
Lenox Wealth Management
Ohio
$6.69M +$1.49M +29,629 +29%
FCIM
42
Fairview Capital Investment Management
California
$5.79M +$1.8M +40,375 +45%
PFM
43
Peak Financial Management
Massachusetts
$5.71M -$31.3K -702 -0.5%
OAM
44
Occidental Asset Management
California
$5.5M +$873K +19,589 +19%
MIAN
45
Mariner Independent Advisor Network
Kansas
$5.28M +$5.28M +115,523 New
WI
46
WrapManager Inc
California
$5.28M -$365K -8,202 -6%
SWP
47
Stratos Wealth Partners
Ohio
$5.06M -$9.74M -218,559 -66%
WF
48
WealthTrust Fairport
Ohio
$5.04M +$5.04M +113,069 New
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$5.02M -$3.46M -77,650 -41%
B
50
Barings
North Carolina
$4.95M +$4.95M +111,200 New