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iShares 0-5 Year High Yield Corporate Bond ETF

500 hedge funds and large institutions have $4.62B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.25%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
69
Increased
217
Reduced
158
Closed
57
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFWM
51
Motley Fool Wealth Management
Virginia
$14.5M -$4.41M -103,577 -23%
MGIA
52
Matthew Goff Investment Advisor
Texas
$14.1M -$14.1K -332 -0.1%
RSWM
53
Robertson Stephens Wealth Management
California
$13.8M +$13.8M +323,657 New
PAS
54
Park Avenue Securities
New York
$13.3M +$3.64M +85,481 +38%
KL
55
KilterHowling LLC
Colorado
$13.2M +$354K +8,313 +3%
Truist Financial
56
Truist Financial
North Carolina
$13M -$5.55M -130,472 -30%
RJA
57
Raymond James & Associates
Florida
$12.2M -$22M -517,605 -64%
Stifel Financial
58
Stifel Financial
Missouri
$12M -$2.83M -66,439 -19%
AP
59
Atwood & Palmer
Missouri
$11.8M +$146K +3,420 +1%
TPA
60
Trivium Point Advisory
Connecticut
$11.8M +$364K +8,546 +3%
PVI
61
Partners Value Investments
Bermuda
$10.3M
Ameriprise
62
Ameriprise
Minnesota
$10.1M -$676K -15,876 -6%
MFG
63
Merit Financial Group
Georgia
$9.79M +$8.64M +204,711 +750%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$9.68M +$8.4M +197,356 +653%
SM
65
Sweeney & Michel
California
$9.33M +$9.33M +221,396 New
FCIM
66
Fairview Capital Investment Management
California
$9.29M +$486K +11,430 +6%
CI
67
Conning Inc
Connecticut
$8.94M
PFM
68
Peak Financial Management
Massachusetts
$8.78M +$183K +4,292 +2%
GL
69
Graypoint LLC
New York
$8.72M -$4.32M -101,642 -33%
RFS
70
Retirement Financial Solutions
Tennessee
$8.62M +$721K +16,954 +9%
Betterment LLC
71
Betterment LLC
New York
$8.6M +$1.92M +45,153 +29%
SWP
72
Summit Wealth Partners
Florida
$8.44M -$180K -4,230 -2%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$8.44M +$3.99M +93,841 +90%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$8.35M +$7.58M +178,188 +982%
Ninety One (UK)
75
Ninety One (UK)
United Kingdom
$8.35M