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

293 hedge funds and large institutions have $2.16B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 118 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+50
Holders Change %
+20.58%
% of All Funds
5.79%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.39%
New
78
Increased
118
Reduced
63
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$64.2M
2
SCM
SCS Capital Management
Massachusetts
+$52M
3
FTUS
Flow Traders U.S.
New York
+$26.9M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$24.5M
5
UBS Group
UBS Group
Switzerland
+$19.9M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$31.1M
2
BlackRock
BlackRock
New York
-$24.8M
3
AC
Allstate Corporation
Illinois
-$18.6M
4
TW
Transform Wealth
Colorado
-$9.9M
5
IA
IndexIQ Advisors
New York
-$7.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
26
FormulaFolio Investments
Michigan
$13.5M +$124K +2,660 +0.9%
ACM
27
Advisors Capital Management
New Jersey
$13.3M +$527K +11,340 +4%
RWP
28
RWA Wealth Partners
Massachusetts
$12.8M -$174K -3,751 -1%
SWP
29
Summit Wealth Partners
Florida
$12.7M +$12.7M +274,332 New
SAS
30
Sage Advisory Services
Texas
$12.7M -$334K -7,196 -3%
PA
31
Probity Advisors
Texas
$11.9M +$653K +14,054 +6%
B
32
Barings
North Carolina
$11.6M – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$11.2M -$502K -10,817 -4%
FCIM
34
Fairview Capital Investment Management
California
$10.5M -$360K -7,750 -3%
SFO
35
Stokes Family Office
Louisiana
$10.2M +$10.2M +217,088 New
IF
36
IRON Financial
Illinois
$10.1M +$5.17M +111,358 +106%
Truist Financial
37
Truist Financial
North Carolina
$10M +$10M +215,592 New
UCFA
38
United Capital Financial Advisors
Texas
$9.82M +$1.23M +26,490 +14%
CI
39
Conning Inc
Connecticut
$9.76M – – –
OAM
40
Occidental Asset Management
California
$9.68M +$600K +12,927 +7%
HIM
41
Hanlon Investment Management
New Jersey
$9.63M -$717K -15,452 -7%
RWA
42
Redhawk Wealth Advisors
Minnesota
$8.98M +$622K +13,403 +7%
WA
43
WP Advisors
California
$8.61M +$315K +6,777 +4%
BWM
44
Bernicke Wealth Management
Wisconsin
$8.59M +$38.9K +838 +0.5%
MML Investors Services
45
MML Investors Services
Massachusetts
$8.59M +$5.25M +113,116 +158%
CFGS
46
Concourse Financial Group Securities
Alabama
$8.23M +$7.9M +170,235 +2,414%
MWC
47
MBM Wealth Consultants
Missouri
$8.13M +$1M +21,600 +14%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$8.12M +$1.11M +23,839 +16%
WP
49
WealthSource Partners
California
$8.02M -$624K -13,430 -7%
SHWM
50
Smith & Howard Wealth Management
Georgia
$7.58M +$7.58M +163,313 New
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