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iShares 0-5 Year High Yield Corporate Bond ETF

245 hedge funds and large institutions have $1.35B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+17
Holders Change %
+7.46%
% of All Funds
5.31%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
49
Increased
103
Reduced
60
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$11.5M +$10.3M +220,435 +854%
IF
27
IRON Financial
Illinois
$11.5M +$11.5M +245,881 New
WCM
28
Weatherstone Capital Management
Colorado
$11.4M +$11.4M +244,777 New
UCFA
29
United Capital Financial Advisors
Texas
$11.3M -$1.88M -40,231 -14%
FCIM
30
Fairview Capital Investment Management
California
$11.1M +$5M +107,035 +82%
PA
31
Probity Advisors
Texas
$10.5M +$14.7K +315 +0.1%
BWM
32
Bernicke Wealth Management
Wisconsin
$10.3M +$248K +5,312 +2%
CI
33
Conning Inc
Connecticut
$9.82M
Jane Street
34
Jane Street
New York
$9.56M -$21.8M -466,753 -70%
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$8.97M +$8.97M +192,037 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$8.93M -$1.98M -42,305 -18%
B
37
Barings
North Carolina
$8.65M +$3.46M +74,066 +67%
RWA
38
Redhawk Wealth Advisors
Minnesota
$8.64M +$22.7K +485 +0.3%
PWPCM
39
Perella Weinberg Partners Capital Management
New York
$6.77M +$6.77M +144,885 New
OAM
40
Occidental Asset Management
California
$6.59M +$822K +17,592 +14%
SWP
41
Stratos Wealth Partners
Ohio
$5.8M +$491K +10,519 +9%
MIAN
42
Mariner Independent Advisor Network
Kansas
$5.57M +$195K +4,196 +4%
PFM
43
Peak Financial Management
Massachusetts
$5.45M -$530K -11,342 -9%
Stifel Financial
44
Stifel Financial
Missouri
$5.43M +$3.6M +76,893 +197%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$5.39M +$312K +6,690 +6%
WF
46
WealthTrust Fairport
Ohio
$5.38M +$93.2K +1,995 +2%
WI
47
WrapManager Inc
California
$5.32M -$208K -4,455 -4%
LFPWM
48
Leicht Financial Planning & Wealth Management
New Jersey
$5.19M +$1.73M +37,002 +50%
MWC
49
MBM Wealth Consultants
Missouri
$5.09M +$4.99M +106,867 +5,228%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$5.07M +$892K +19,089 +21%