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iShares 0-5 Year High Yield Corporate Bond ETF

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64%77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
476
Larson Financial Group
Missouri
$34.5K +$16.1K +374 +86%
EDRH
477
Edmond de Rothschild Holding
Switzerland
$33.9K
SR
478
Syntax Research
Florida
$31.3K -$3.4K -79 -10%
BA
479
Bellwether Advisors
Nebraska
$30.4K +$30.7K +714 New
PP
480
Pacifica Partners
Canada
$29.2K
WP
481
WealthShield Partners
North Carolina
$27.2K
NB
482
NBT Bank
New York
$26.6K
CTWM
483
Cherry Tree Wealth Management
Minnesota
$26.4K +$5.67K +132 +27%
PAG
484
Paladin Advisory Group
Iowa
$25.7K -$13.3K -309 -34%
HC
485
Hurley Capital
New York
$23.8K +$23.9K +556 New
TAM
486
Tucker Asset Management
Colorado
$23.1K -$9.71K -226 -29%
GSWM
487
Golden State Wealth Management
California
$22K +$22.2K +516 New
NWWA
488
New Wave Wealth Advisors
Arkansas
$21.7K +$21.9K +509 New
T
489
Transce3nd
Texas
$21.6K +$21.7K +506 New
DAM
490
Delta Asset Management
Tennessee
$20.6K
AA
491
Ancora Advisors
Ohio
$19.7K +$14.7K +341 +282%
IRC
492
Investors Research Corp
Georgia
$19.4K
WWP
493
WR Wealth Planners
Missouri
$19.3K -$5.63K -131 -22%
US Bancorp
494
US Bancorp
Minnesota
$17K -$145K -3,380 -89%
BIA
495
Bell Investment Advisors
California
$15.7K +$344 +8 +2%
RWM
496
Rialto Wealth Management
New York
$15.1K +$15.3K +355 New
FFA
497
Founders Financial Alliance
North Carolina
$15.1K +$344 +8 +2%
MWM
498
Mascoma Wealth Management
New Hampshire
$14.9K
CP
499
Castleview Partners
Texas
$14.8K -$43 -1 -0.3%
SAM
500
Synergy Asset Management
Washington
$14.1K +$13.9K +324 New