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

498 hedge funds and large institutions have $3.69B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 226 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-70
Holders Change %
-12.32%
% of All Funds
7.97%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.61%
New
69
Increased
155
Reduced
226
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
$155M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$128M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$217M
4
GFA
Gallagher Fiduciary Advisors
Illinois
$27M
5
ACM
Advisors Capital Management
New Jersey
$33.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$166M
2
LPL Financial
LPL Financial
California
$40.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.58M
4
Osaic Holdings
Osaic Holdings
Arizona
$45.5M
5
Morgan Stanley
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
501
JB Capital
Connecticut
– -$16.3M -398,954 Closed
HFA
502
High Falls Advisors
New York
– -$7.22M -176,528 Closed
SHIM
503
Stone House Investment Management
Pennsylvania
– -$6.07M -148,563 Closed
SHJ
504
Sharkey, Howes & Javer
Colorado
– -$5.92M -144,697 Closed
CS
505
Comerica Securities
Michigan
– -$5.73M -140,017 Closed
B
506
Barings
North Carolina
– -$5.62M -137,505 Closed
T
507
TCWP
Ohio
– -$5.45M -133,325 Closed
APW
508
Austin Private Wealth
Texas
– -$5.37M -131,268 Closed
TSA
509
Tri-Star Advisors
Texas
– -$5.5M -131,084 Closed
SFS
510
Security Financial Services
Indiana
– -$5.11M -124,953 Closed
PFG
511
PAX Financial Group
Texas
– -$4.91M -120,036 Closed
WF
512
Williams Financial
Vermont
– -$4.86M -118,960 Closed
HKIMG
513
Hutchens & Kramer Investment Management Group
Indiana
– -$4.38M -107,157 Closed
OWA
514
One Wealth Advisors
California
– -$4.3M -105,053 Closed
OPS
515
Orion Portfolio Solutions
Nebraska
– -$3.47M -84,874 Closed
BCM
516
Brookstone Capital Management
Illinois
– -$3.44M -82,584 Closed
TF
517
Trek Financial
Arizona
– -$3.35M -81,968 Closed
TAM
518
Tocqueville Asset Management
New York
– -$3.23M -79,004 Closed
BHWM
519
Bay Harbor Wealth Management
Maryland
– -$3.15M -77,029 Closed
AC
520
Asio Capital
Kentucky
– -$3.01M -73,520 Closed
SWP
521
ShoreHaven Wealth Partners
New Jersey
– -$2.96M -72,396 Closed
Russell Investments Group
522
Russell Investments Group
United Kingdom
– -$2.86M -69,878 Closed
SL
523
Sentinus LLC
Illinois
– -$2.45M -66,319 Closed
Invesco
524
Invesco
Georgia
– -$2.58M -63,000 Closed
SWM
525
SigFig Wealth Management
California
– -$1.49M -62,423 Closed
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