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iShares 0-5 Year High Yield Corporate Bond ETF

501 hedge funds and large institutions have $4.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 160 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+35
Holders Change %
+7.51%
% of All Funds
7.34%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.43%
New
90
Increased
188
Reduced
160
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HPA
51
High Probability Advisors
New York
$13.9M -$951K -22,525 -6%
Capstone Investment Advisors
52
Capstone Investment Advisors
New York
$13.3M +$13.3M +314,901 New
GL
53
Graypoint LLC
New York
$12.9M +$4.15M +98,228 +47%
KL
54
KilterHowling LLC
Colorado
$12.7M -$2.69M -63,791 -17%
OIA
55
OneDigital Investment Advisors
Kansas
$12.6M +$2.13M +50,522 +20%
SAS
56
Sage Advisory Services
Texas
$12.5M -$184K -4,359 -1%
PA
57
Probity Advisors
Texas
$11.8M -$7.45M -176,501 -39%
AP
58
Atwood & Palmer
Missouri
$11.6M -$130K -3,090 -1%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$11.6M +$1.23M +29,134 +12%
TPA
60
Trivium Point Advisory
Connecticut
$11.4M +$1.72M +40,637 +18%
Renaissance Technologies
61
Renaissance Technologies
New York
$11.1M +$7.85M +185,900 +239%
Ameriprise
62
Ameriprise
Minnesota
$10.7M -$5.86M -138,819 -35%
PVI
63
Partners Value Investments
Bermuda
$10.2M
Nuveen Asset Management
64
Nuveen Asset Management
Illinois
$9.88M +$1.59M +37,663 +19%
PAS
65
Park Avenue Securities
New York
$9.58M +$3.3M +78,238 +53%
CI
66
Conning Inc
Connecticut
$8.87M
GSIS
67
Global Strategic Investment Solutions
Arizona
$8.78M +$140K +3,325 +2%
FCIM
68
Fairview Capital Investment Management
California
$8.73M +$354K +8,380 +4%
SWP
69
Summit Wealth Partners
Florida
$8.56M -$561K -13,286 -6%
PFM
70
Peak Financial Management
Massachusetts
$8.54M +$159K +3,765 +2%
Ninety One (UK)
71
Ninety One (UK)
United Kingdom
$8.28M +$6.25M +148,000 +307%
RWP
72
RWA Wealth Partners
Massachusetts
$8.21M -$893K -21,153 -10%
UCFA
73
United Capital Financial Advisors
Texas
$8.19M +$3.3M +78,194 +68%
Goldman Sachs
74
Goldman Sachs
New York
$8.16M +$4.28M +101,293 +110%
TCMP
75
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.02M -$1.03M -24,441 -11%