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iShares 0-5 Year High Yield Corporate Bond ETF

400 hedge funds and large institutions have $3.12B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 201 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
6.98%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
32
Increased
201
Reduced
114
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
51
WBI Investments
New Jersey
$12.3M +$9.19M +199,625 +295%
Stifel Financial
52
Stifel Financial
Missouri
$11.5M +$1.75M +37,995 +18%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$11.1M +$11.1M +241,961 New
AWM
54
AE Wealth Management
Kansas
$11M +$2.84M +61,718 +35%
Deutsche Bank
55
Deutsche Bank
Germany
$10.9M -$354K -7,685 -3%
BC
56
Bartlett & Co
Ohio
$10.3M -$203K -4,412 -2%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$10.3M -$203K -4,412 -2%
GGS
58
Galvin Gaustad & Stein
Arizona
$10.2M -$167K -3,628 -2%
Truist Financial
59
Truist Financial
North Carolina
$10M +$997K +21,648 +11%
AA
60
Alesco Advisors
New York
$9.92M +$1.44M +31,200 +17%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$9.56M +$8.12M +176,086 +562%
FGAM
62
Financial Gravity Asset Management
Texas
$9.5M +$555K +12,050 +6%
APA
63
Allegiant Private Advisors
Florida
$8.83M +$647K +14,045 +8%
TCM
64
Towercrest Capital Management
Pennsylvania
$8.82M -$573K -12,448 -6%
FCIM
65
Fairview Capital Investment Management
California
$8.78M +$173K +3,756 +2%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$8.73M +$1.81M +39,207 +26%
DP
67
Divergent Planning
Maryland
$8.5M +$492K +10,750 +6%
RWG
68
Regal Wealth Group
California
$8.46M +$4.13M +89,564 +95%
CCM
69
Crabel Capital Management
California
$8.1M -$2.31M -50,195 -22%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$8.06M -$162K -3,526 -2%
MM
71
Main Management
California
$8.02M -$1.08M -23,370 -12%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$7.83M +$7.83M +170,078 New
PFM
73
Peak Financial Management
Massachusetts
$7.8M +$438K +9,504 +6%
1WM
74
1900 Wealth Management
Texas
$7.77M +$237K +5,148 +3%
WP
75
WealthSource Partners
California
$7.73M +$917K +19,909 +13%