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

243 hedge funds and large institutions have $1.82B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+6
Holders Change %
+2.53%
% of All Funds
5.34%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
36
Increased
111
Reduced
64
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$107M
2
PCA
Personal Capital Advisors
California
+$13.6M
3
Morgan Stanley
Morgan Stanley
New York
+$9.37M
4
QFA
Quattro Financial Advisors
Texas
+$7.09M
5
AssetMark Inc
AssetMark Inc
California
+$6.33M

Top Sellers

1
Jane Street
Jane Street
New York
-$67.2M
2
WI
WBI Investments
New Jersey
-$14.2M
3
TW
Transform Wealth
Colorado
-$12.3M
4
FI
FormulaFolio Investments
Michigan
-$11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Advisors Capital Management
New Jersey
$12.8M +$449K +9,649 +4%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$11.7M +$102K +2,200 +0.9%
B
28
Barings
North Carolina
$11.6M -$4.96M -106,743 -30%
PA
29
Probity Advisors
Texas
$11.2M +$564K +12,134 +5%
FCIM
30
Fairview Capital Investment Management
California
$10.8M -$1.02M -21,900 -9%
IA
31
IndexIQ Advisors
New York
$10.8M -$896K -19,268 -8%
HIM
32
Hanlon Investment Management
New Jersey
$10.4M -$9.41M -202,362 -48%
TW
33
Transform Wealth
Colorado
$9.9M -$12.3M -264,535 -55%
CI
34
Conning Inc
Connecticut
$9.77M – – –
OAM
35
Occidental Asset Management
California
$9.1M +$1.01M +21,820 +13%
WP
36
WealthSource Partners
California
$8.65M +$6.01M +129,381 +228%
UCFA
37
United Capital Financial Advisors
Texas
$8.6M -$87.7K -1,887 -1%
BWM
38
Bernicke Wealth Management
Wisconsin
$8.56M +$89.6K +1,927 +1%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$8.49M -$344K -7,401 -4%
RWA
40
Redhawk Wealth Advisors
Minnesota
$8.37M -$475K -10,218 -5%
WA
41
WP Advisors
California
$8.31M +$1.01M +21,673 +14%
SB
42
Suntrust Banks
Georgia
$7.2M +$718K +15,442 +11%
MWC
43
MBM Wealth Consultants
Missouri
$7.13M +$968K +20,818 +16%
QFA
44
Quattro Financial Advisors
Texas
$7.09M +$7.09M +153,811 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$7.02M +$2.83M +60,900 +68%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$5.99M +$565K +12,156 +10%
SWP
47
Stratos Wealth Partners
Ohio
$5.95M -$183K -3,932 -3%
PFM
48
Peak Financial Management
Massachusetts
$5.79M +$190K +4,086 +3%
RCS
49
Retirement Capital Strategies
California
$5.73M -$5.11M -109,905 -47%
PI
50
PFS Investments
Georgia
$5.51M +$2.88M +61,929 +110%
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