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iShares 0-5 Year High Yield Corporate Bond ETF

523 hedge funds and large institutions have $4.87B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 225 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-14
Holders Change %
-2.61%
% of All Funds
7.1%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
54
Increased
225
Reduced
166
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
501
Cherry Tree Wealth Management
Minnesota
$5.61K -$20.8K -488 -79%
GWSG
502
GPS Wealth Strategies Group
Colorado
$5.57K
MAFA
503
MJT & Associates Financial Advisory
Minnesota
$4.47K +$4.47K +105 New
FPB
504
First PREMIER Bank
South Dakota
$4K
Qube Research & Technologies (QRT)
505
Qube Research & Technologies (QRT)
United Kingdom
$3.83K
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$3.36K -$55.8K -1,313 -94%
CA
507
Crewe Advisors
Utah
$2.98K
HNB
508
Huntington National Bank
Ohio
$2.3K -$2.3K
Citigroup
509
Citigroup
New York
$2.13K +$1.87K +44 +733%
CTC
510
Central Trust Company
Missouri
$2K
Franklin Resources
511
Franklin Resources
California
$2K
AA
512
Ancora Advisors
Ohio
$1.4K -$18.2K -429 -93%
BWL
513
Bogart Wealth LLC
Virginia
$1.15K
TCA
514
Trifecta Capital Advisors
Illinois
$1.06K
CFFP
515
Center for Financial Planning
Michigan
$1.02K +$1.02K +24 New
WCM
516
Winthrop Capital Management
Indiana
$1K
TFA
517
Transamerica Financial Advisors
Florida
$1K
TCOV
518
Trust Company of Vermont
Vermont
$978
SWA
519
SOA Wealth Advisors
New York
$765
FWM
520
FSA Wealth Management
Massachusetts
$740
EB
521
Eastern Bank
Massachusetts
$553
HHGA
522
Halbert Hargrove Global Advisors
California
$426 +$426 +10 New
Russell Investments Group
523
Russell Investments Group
United Kingdom
$425 +$425 +10 New
NC
524
NewSquare Capital
Pennsylvania
$75
BNP Paribas Asset Management
525
BNP Paribas Asset Management
France
-$25.6M -601,371 Closed