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iShares 0-5 Year High Yield Corporate Bond ETF

568 hedge funds and large institutions have $7.49B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 204 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+123
Holders Change %
+27.64%
% of All Funds
9.16%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.68%
New
167
Increased
204
Reduced
148
Closed
38
Calls
$472K
Puts
$9.14M
Net Calls
-$8.67M
Net Calls Change
-$9.06M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
476
Raleigh Capital Management
North Carolina
$177K +$172K +4,217 +3,604%
CIAS
477
Capital Investment Advisory Services
North Carolina
$177K
LF
478
Lee Financial
Texas
$154K -$2.49K -61 -2%
AWM
479
Activest Wealth Management
Florida
$151K
RFA
480
Resurgent Financial Advisors
Georgia
$149K +$149K +3,655 New
RG
481
Retirement Group
California
$129K +$109K +2,671 +539%
CTA
482
Colonial Trust Advisors
South Carolina
$126K
GFPC
483
Global Financial Private Client
Florida
$125K +$98K +2,397 +359%
MCC
484
Money Concepts Capital
Florida
$106K +$103K +2,511 +3,261%
GI
485
Gradient Investments
Minnesota
$105K -$1.72K -42 -2%
Fidelity Investments
486
Fidelity Investments
Massachusetts
$103K +$23.1K +566 +29%
AIP
487
Ameritas Investment Partners
Nebraska
$96K +$572 +14 +0.6%
RCC
488
Red Cedar Capital
Nebraska
$94K
WOSD
489
WFA of San Diego
California
$90K +$90K +2,201 New
TAM
490
Tucker Asset Management
Colorado
$87.8K
DSC
491
Duncker Streett & Co
Missouri
$82K
AF
492
Allworth Financial
California
$67.5K +$67K +1,638 +12,600%
Rockefeller Capital Management
493
Rockefeller Capital Management
New York
$57K +$9.13K +225 +19%
WTC
494
WhitTier Trust Company
Nevada
$56.5K
US Bancorp
495
US Bancorp
Minnesota
$56.3K +$21.5K +527 +62%
FWP
496
FAS Wealth Partners
Kansas
$54.1K +$54.1K +1,323 New
AWM
497
Avior Wealth Management
Nebraska
$53.6K -$9.53K -233 -15%
AWM
498
Accurate Wealth Management
Florida
$51.7K +$51.7K +1,238 New
BA
499
Bellwether Advisors
Nebraska
$51.4K -$410K -10,032 -89%
LS
500
Leelyn Smith
Illinois
$49.1K