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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
HNB
526
Huntington National Bank
Ohio
$2.3K
Franklin Resources
527
Franklin Resources
California
$2K -$41.4K -963 -95%
CTC
528
Central Trust Company
Missouri
$2K -$23.8K -554 -92%
MWA
529
Medallion Wealth Advisors
Connecticut
$1.53K +$1.55K +36 New
NS
530
NBC Securities
Alabama
$1.19K -$1.41M -32,745 -100%
BWL
531
Bogart Wealth LLC
Virginia
$1.15K
TCA
532
Trifecta Capital Advisors
Illinois
$1.07K
TFA
533
Transamerica Financial Advisors
Florida
$1K
WCM
534
Winthrop Capital Management
Indiana
$1K +$860 +20 New
TCOV
535
Trust Company of Vermont
Vermont
$980
SWA
536
SOA Wealth Advisors
New York
$767 +$774 +18 New
FWM
537
FSA Wealth Management
Massachusetts
$742
AWM
538
AllSquare Wealth Management
New York
$639
EB
539
Eastern Bank
Massachusetts
$554 -$13.8K -321 -96%
Citigroup
540
Citigroup
New York
$256 -$172 -4 -40%
EPW
541
Endeavor Private Wealth
Kansas
$170 +$172 +4 New
NC
542
NewSquare Capital
Pennsylvania
$75 +$43 +1 +100%
BI
543
Bramshill Investments
Florida
-$290M -6,682,194 Closed
NIM
544
NEOS Investment Management
Connecticut
-$17.1M -395,438 Closed
Capstone Investment Advisors
545
Capstone Investment Advisors
New York
-$9.84M -226,678 Closed
GWMR
546
GC Wealth Management RIA
Massachusetts
-$5.86M -134,921 Closed
RSWM
547
Robertson Stephens Wealth Management
California
-$3.67M -84,547 Closed
CCA
548
Childress Capital Advisors
Texas
-$3.42M -78,772 Closed
DF
549
Donoghue Forlines
Massachusetts
-$2.82M -64,946 Closed
Citadel Advisors
550
Citadel Advisors
Florida
-$2.53M -58,344 Closed