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iShares 0-5 Year High Yield Corporate Bond ETF

216 hedge funds and large institutions have $1.9B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+12
Holders Change %
+5.88%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.46%
New
32
Increased
100
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MLM
51
Mount Lucas Management
Pennsylvania
$4.93M -$77.6K -1,648 -2%
SBWM
52
Sunflower Bank Wealth Management
Arizona
$4.92M -$128K -2,725 -3%
OAM
53
Occidental Asset Management
California
$4.89M +$4.55M +96,708 +1,359%
SRSA
54
S.R. Schill & Associates
Washington
$4.79M -$104K -2,209 -2%
BWAM
55
Boyd Watterson Asset Management
Ohio
$4.64M -$786K -16,693 -14%
ACM
56
AlphaStar Capital Management
North Carolina
$4.35M +$2.27M +48,117 +109%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$4.32M +$698K +14,829 +19%
FI
58
FormulaFolio Investments
Michigan
$4.27M -$5.6M -118,972 -57%
FCIM
59
Fairview Capital Investment Management
California
$4.22M +$1.06M +22,439 +33%
MGIA
60
Moneta Group Investment Advisors
Missouri
$3.75M +$3.75M +79,561 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$3.7M -$1.4M -29,727 -27%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$3.48M +$19.1K +405 +0.6%
RWG
63
Regal Wealth Group
California
$3.34M +$2.07M +43,957 +162%
AWMG
64
Alliance Wealth Management Group
New Jersey
$3.23M +$2.92K +62 +0.1%
SIA
65
SeaBridge Investment Advisors
New Jersey
$3.04M +$762K +16,185 +33%
RJA
66
Raymond James & Associates
Florida
$2.96M +$1.91M +40,645 +184%
WFWM
67
Wechter Feldman Wealth Management
New Jersey
$2.68M -$895 -19 -0%
FC
68
FCA Corp
Texas
$2.63M +$24K +510 +0.9%
VIM
69
Vista Investment Management
Pennsylvania
$2.58M +$45.6K +968 +2%
IFS
70
Ifrah Financial Services
Arkansas
$2.25M +$17.9K +380 +0.8%
VWM
71
Venturi Wealth Management
Texas
$2.15M -$10.8K -230 -0.5%
CSIA
72
Charles Schwab Investment Advisory
California
$2.08M -$1.33M -28,316 -39%
CCA
73
Clearwater Capital Advisors
Illinois
$1.98M +$116K +2,467 +6%
AFP
74
Ausdal Financial Partners
Iowa
$1.92M +$405K +8,600 +27%
Stifel Financial
75
Stifel Financial
Missouri
$1.89M +$592K +12,605 +46%