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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$166M
2
LPL Financial
2
LPL Financial
California
$40.9M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.58M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
601
Freedom Investment Management
Connecticut
– -$204K -4,988 Closed
JFG
602
Jefferies Financial Group
New York
– -$202K -4,950 Closed
LFA
603
LGT Financial Advisors
Texas
– -$185K -4,535 Closed
RFA
604
Resurgent Financial Advisors
Georgia
– -$149K -3,655 Closed
MCC
605
Money Concepts Capital
Florida
– -$106K -2,588 Closed
WOSD
606
WFA of San Diego
California
– -$90K -2,201 Closed
Rockefeller Capital Management
607
Rockefeller Capital Management
New York
– -$57K -1,405 Closed
WTC
608
WhitTier Trust Company
Nevada
– -$56.5K -1,383 Closed
AWM
609
Accurate Wealth Management
Florida
– -$51.7K -1,238 Closed
LS
610
Leelyn Smith
Illinois
– -$49.1K -1,200 Closed
FA
611
Fortis Advisors
Pennsylvania
– -$38.1K -931 Closed
RIA
612
Realta Investment Advisors
Delaware
– -$19.6K -480 Closed
USCWA
613
U.S. Capital Wealth Advisors
Texas
– -$17.2K -421 Closed
FIM
614
FWL Investment Management
Texas
– -$13.6K -332 Closed
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
– -$13K -320 Closed
RBC
616
Romano Brothers & Co
Illinois
– -$11.8K -288 Closed
MWC
617
MBM Wealth Consultants
Missouri
– -$7K -179 Closed
EE
618
EWG Elevate
California
– -$2.09K -51 Closed
CPFP
619
Clear Perspectives Financial Planning
Ohio
– -$1.39K -34 Closed
FWA
620
Freedom Wealth Alliance
Wisconsin
– -$1.23K -30 Closed
ZIG
621
Zullo Investment Group
Pennsylvania
– -$859 -21 Closed
BWL
622
Bogart Wealth LLC
Virginia
– -$572 -14 Closed
BCMIO
623
Beacon Capital Management Inc (Ohio)
Ohio
– -$511 -13 Closed
TCWA
624
Ten Capital Wealth Advisors
Washington
– -$327 -8 Closed
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