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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
PI
26
PFS Investments
Georgia
$23.4M +$2.94M +64,584 +14%
Ameriprise
27
Ameriprise
Minnesota
$22.8M -$20M -439,179 -47%
BCI
28
Brinker Capital Investments
Pennsylvania
$20.1M -$527K -11,581 -3%
Bank Julius Baer & Co
29
Bank Julius Baer & Co
Switzerland
$19.7M -$670K -14,713 -3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$19.4M -$279K -6,124 -1%
GFG
31
Greystone Financial Group
Michigan
$19.2M +$12.1M +266,009 +173%
Osaic Holdings
32
Osaic Holdings
Arizona
$18.8M -$76.9M -1,688,901 -80%
PA
33
Probity Advisors
Texas
$16.2M +$16.1M +354,593 New
RJA
34
Raymond James & Associates
Florida
$15.4M -$2.14M -46,999 -12%
B
35
Barings
North Carolina
$15.1M -$1.54M -33,840 -9%
AHC
36
Adell Harriman & Carpenter
Texas
$14.9M +$6.19M +135,983 +72%
Renaissance Technologies
37
Renaissance Technologies
New York
$14.7M +$2.76M +60,700 +23%
JP Morgan Chase
38
JP Morgan Chase
New York
$14.2M +$2.11M +46,392 +18%
SWP
39
Summit Wealth Partners
Florida
$12.7M +$675K +14,823 +6%
BC
40
Brookfield Corp
Ontario, Canada
$12.7M
SAS
41
Sage Advisory Services
Texas
$12.6M +$1.18M +25,937 +10%
VRM
42
Vectors Research Management
New York
$12.6M +$1.4M +30,712 +13%
Legacy Financial Group (Iowa)
43
Legacy Financial Group (Iowa)
Iowa
$12.6M +$1.19M +26,190 +11%
HC
44
HNP Capital
New York
$12M +$1.18M +25,892 +11%
MWC
45
MBM Wealth Consultants
Missouri
$12M +$525K +11,537 +5%
ACM
46
Advisors Capital Management
New Jersey
$11.8M +$1.62M +35,610 +16%
FSA
47
Financial Sense Advisors
California
$11.3M +$730K +16,041 +7%
Deutsche Bank
48
Deutsche Bank
Germany
$11.2M +$4.34M +95,310 +64%
PVI
49
Partners Value Investments
Bermuda
$11.1M
BC
50
Bartlett & Co
Ohio
$10.4M +$1.82M +39,929 +21%