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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 %
FRA
526
FFG Retirement Advisors
Colorado
– -$2.47M -60,492 Closed
HPM
527
Hoxton Planning & Management
West Virginia
– -$2.46M -60,209 Closed
Koshinski Asset Management
528
Koshinski Asset Management
Illinois
– -$2.11M -51,556 Closed
WA
529
Wealth Alliance
New York
– -$2.1M -51,291 Closed
RIA
530
Regal Investment Advisors
Michigan
– -$1.95M -47,706 Closed
RA
531
RFG Advisory
Alabama
– -$2M -47,684 Closed
AR
532
Apeiron RIA
Texas
– -$1.8M -44,061 Closed
CWMU
533
Caliber Wealth Management (Utah)
Utah
– -$1.78M -43,525 Closed
RA
534
RiverTree Advisors
Florida
– -$1.78M -43,432 Closed
CCA
535
Childress Capital Advisors
Texas
– -$1.58M -38,571 Closed
CWM
536
Centurion Wealth Management
Virginia
– -$1.55M -38,024 Closed
MFA
537
Mayflower Financial Advisors
Massachusetts
– -$1.55M -37,939 Closed
BCM
538
BlueCrest Capital Management
Jersey
– -$1.5M -36,776 Closed
BWM
539
Baystate Wealth Management
Massachusetts
– -$1.5M -36,728 Closed
SPAS
540
Spectrum Planning & Advisory Services
California
– -$1.4M -34,204 Closed
TA
541
TFB Advisors
Kansas
– -$1.26M -30,775 Closed
AWE
542
Avidian Wealth Enterprises
Texas
– -$1.25M -30,472 Closed
SL
543
SWMG LLC
Texas
– -$1.24M -30,426 Closed
GC
544
GFG Capital
Florida
– -$1.2M -29,345 Closed
KFSC
545
Keystone Financial Services (Colorado)
Colorado
– -$1.16M -27,574 Closed
TPWA
546
TRUE Private Wealth Advisors
Oregon
– -$1.11M -27,026 Closed
LA
547
Legacy Advisors
Pennsylvania
– -$1.07M -26,131 Closed
FWP
548
Firethorn Wealth Partners
Georgia
– -$1.01M -24,586 Closed
I
549
INVST
Indiana
– -$920K -21,904 Closed
WEG
550
World Equity Group
Illinois
– -$888K -21,715 Closed
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