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iShares 0-5 Year High Yield Corporate Bond ETF

466 hedge funds and large institutions have $3.99B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 168 increasing their positions, 188 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-20
Holders Change %
-4.12%
% of All Funds
7.43%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.43%
New
49
Increased
168
Reduced
188
Closed
63
Calls
Puts
$78K
Net Calls
-$78K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Shares
Change %
HPA
51
High Probability Advisors
New York
$14.4M +$850K +20,715 +6%
FAP
52
Financial Advisory Partners
Florida
$14.4M +$623K +15,180 +5%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$14M -$5.43M -132,269 -28%
AI
54
Atria Investments
North Carolina
$13.6M +$2.72M +66,221 +25%
Creative Planning
55
Creative Planning
Kansas
$12.4M +$969K +23,629 +8%
SAS
56
Sage Advisory Services
Texas
$12.4M +$750K +18,274 +6%
AP
57
Atwood & Palmer
Missouri
$11.4M +$1.69M +41,223 +17%
AHC
58
Adell Harriman & Carpenter
Texas
$10.4M -$547K -13,320 -5%
OIA
59
OneDigital Investment Advisors
Kansas
$10.1M +$20.4K +496 +0.2%
CC
60
Courier Capital
New York
$10.1M -$4.1M -99,986 -29%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$10M -$9.73M -237,106 -49%
PVI
62
Partners Value Investments
Bermuda
$9.9M +$9.9M +241,302 New
MFG
63
Merit Financial Group
Georgia
$9.9M -$2.09M -50,918 -17%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$9.54M +$850K +20,718 +10%
VRM
65
Vectors Research Management
New York
$9.43M -$4.48M -111,245 -32%
TPA
66
Trivium Point Advisory
Connecticut
$9.23M +$339K +8,398 +4%
SWP
67
Summit Wealth Partners
Florida
$8.86M +$65.4K +1,593 +0.7%
RWP
68
RWA Wealth Partners
Massachusetts
$8.84M -$6.13M -149,377 -41%
TCMP
69
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.8M +$284K +6,933 +3%
CI
70
Conning Inc
Connecticut
$8.62M
GL
71
Graypoint LLC
New York
$8.55M +$1.31M +31,838 +18%
GSIS
72
Global Strategic Investment Solutions
Arizona
$8.39M +$211K +5,152 +3%
DK
73
David Kennon
Florida
$8.17M +$30K +731 +0.4%
FCIM
74
Fairview Capital Investment Management
California
$8.14M +$201K +4,910 +3%
PFM
75
Peak Financial Management
Massachusetts
$8.14M +$281K +6,855 +4%