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

568 hedge funds and large institutions have $7.49B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 204 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+123
Holders Change %
+27.64%
% of All Funds
9.16%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.68%
New
167
Increased
204
Reduced
148
Closed
38
Calls
$472K
Puts
$9.14M
Net Calls
-$8.67M
Net Calls Change
-$9.06M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.15B
2
AWA
2
Arete Wealth Advisors
Illinois
$1.65B
3
LPL Financial
3
LPL Financial
California
$239M
4
Morgan Stanley
4
Morgan Stanley
New York
$205M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$9.58M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
AssetMark Inc
3
AssetMark Inc
California
$237M
4
DP
4
Divergent Planning
Maryland
$0
5
CI
5
Conning Inc
Connecticut
$8.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
551
EWG Elevate
California
$2.09K +$2.09K +51 New
MBFW
552
Morton Brown Family Wealth
Pennsylvania
$1.51K +$1.51K +37 New
CPFP
553
Clear Perspectives Financial Planning
Ohio
$1.39K +$1.39K +34 New
AC
554
AlphaCore Capital
California
$1.35K – – –
FWA
555
Freedom Wealth Alliance
Wisconsin
$1.23K +$1.23K +30 New
TCA
556
Trifecta Capital Advisors
Illinois
$1.02K +$1.02K +25 New
TFA
557
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
558
TS Financial Group (TSFG)
Illinois
$1K – – –
ZIG
559
Zullo Investment Group
Pennsylvania
$859 – – –
WA
560
WestEnd Advisors
North Carolina
$777 -$4.62K -113 -86%
CP
561
Castleview Partners
Texas
$613 +$163 +4 +36%
BWL
562
Bogart Wealth LLC
Virginia
$572 – – –
BCMIO
563
Beacon Capital Management Inc (Ohio)
Ohio
$511 +$511 +13 New
William Blair & Company
564
William Blair & Company
Illinois
$327 -$224K -5,490 -100%
TCWA
565
Ten Capital Wealth Advisors
Washington
$327 +$327 +8 New
State of Tennessee, Department of Treasury
566
State of Tennessee, Department of Treasury
Tennessee
– -$26.8M -670,100 Closed
DP
567
Divergent Planning
Maryland
– -$14.6M -365,422 Closed
Schroder Investment Management Group
568
Schroder Investment Management Group
United Kingdom
– -$7.82M -195,771 Closed
Citadel Advisors
569
Citadel Advisors
Florida
– -$3.76M -94,178 Closed
KPWS
570
Kestra Private Wealth Services
Texas
– -$2.91M -72,838 Closed
IFS
571
Ifrah Financial Services
Arkansas
– -$2.45M -61,314 Closed
FAM
572
Forte Asset Management
New York
– -$2.14M -53,669 Closed
M1FG
573
Mach-1 Financial Group
Arkansas
– -$1.92M -48,185 Closed
SSWM
574
Smith Salley Wealth Management
North Carolina
– -$1.61M -40,305 Closed
CCM
575
Condor Capital Management
New Jersey
– -$1.51M -37,720 Closed
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