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iShares 0-5 Year High Yield Corporate Bond ETF

293 hedge funds and large institutions have $2.16B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 118 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+50
Holders Change %
+20.58%
% of All Funds
5.79%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.39%
New
78
Increased
118
Reduced
63
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWG
51
KFA Private Wealth Group
Virginia
$7.49M +$7.49M +161,279 New
QWM
52
Quaker Wealth Management
New Jersey
$7.26M +$7.26M +156,340 New
WHG
53
Westwood Holdings Group
Texas
$6.83M -$31.1M -668,936 -82%
QFA
54
Quattro Financial Advisors
Texas
$6.63M -$543K -11,645 -8%
AG
55
Advisor Group
Arizona
$6.61M +$2.17M +46,667 +49%
GWM
56
Geneos Wealth Management
Colorado
$6.4M +$2.39M +51,502 +60%
PI
57
PFS Investments
Georgia
$6.35M +$848K +18,271 +15%
SWP
58
Stratos Wealth Partners
Ohio
$6.2M +$258K +5,556 +4%
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$6.05M +$5.38M +115,970 +808%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.05M +$6.05M +130,238 New
TC
61
Trilogy Capital
California
$5.91M +$842K +18,109 +17%
Stifel Financial
62
Stifel Financial
Missouri
$5.91M +$517K +11,109 +10%
CA
63
Cetera Advisors
Colorado
$5.81M +$3.26M +70,320 +128%
PFM
64
Peak Financial Management
Massachusetts
$5.7M -$82K -1,766 -1%
SAG
65
Spotlight Asset Group
Illinois
$5.65M +$5.65M +130,082 New
CT
66
Coastline Trust
Rhode Island
$5.51M +$421K +9,060 +8%
WI
67
WrapManager Inc
California
$5.31M +$98.7K +2,126 +2%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$5.17M +$4.11M +88,489 +386%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$5.01M -$401K -8,659 -7%
SW
70
SVB Wealth
Massachusetts
$4.79M +$4.79M +103,131 New
RCS
71
Retirement Capital Strategies
California
$4.75M -$978K -21,070 -17%
MLM
72
Mount Lucas Management
Pennsylvania
$4.64M +$15.6K +335 +0.3%
PFG
73
PAX Financial Group
Texas
$4.59M +$4.59M +98,421 New
CS
74
Comerica Securities
Michigan
$4.3M +$694K +14,944 +19%
ECM
75
ETrade Capital Management
Virginia
$3.83M -$128K -2,761 -3%