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iShares 0-5 Year High Yield Corporate Bond ETF

509 hedge funds and large institutions have $4.85B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 168 reducing their positions, and 45 closing their positions.

Holders
509
Holders Change
+9
Holders Change %
+1.8%
% of All Funds
7.4%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
62
Increased
213
Reduced
168
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$14.6M 345,373 +40,506 +13%
OIA
52
OneDigital Investment Advisors
Kansas
$14.5M 344,441 -830 -0.2%
RSWM
53
Robertson Stephens Wealth Management
California
$14.5M 343,163 +19,506 +6%
MGIA
54
Matthew Goff Investment Advisor
Texas
$14.2M 337,510 +4,963 +1%
RJA
55
Raymond James & Associates
Florida
$14M 331,121 +43,448 +15%
KL
56
KilterHowling LLC
Colorado
$13.5M 319,102 +9,642 +3%
Stifel Financial
57
Stifel Financial
Missouri
$13.1M 309,954 +27,191 +10%
TPA
58
Trivium Point Advisory
Connecticut
$13M 307,493 +29,534 +11%
Ameriprise
59
Ameriprise
Minnesota
$11.7M 277,391 +39,836 +17%
AP
60
Atwood & Palmer
Missouri
$11.6M 275,018 -3,232 -1%
Betterment LLC
61
Betterment LLC
New York
$10.9M 258,409 +56,318 +28%
PVI
62
Partners Value Investments
Bermuda
$10.2M 241,302
CA
63
Clearstead Advisors
Ohio
$10.2M 241,071 +240,826 +98,296%
CWA
64
Cascade Wealth Advisors
Washington
$10M 235,710 +42,460 +22%
AWS
65
Atria Wealth Solutions
New York
$9.67M 229,074 +64,613 +39%
MFG
66
Merit Financial Group
Georgia
$9.65M 228,642 -3,353 -1%
SM
67
Sweeney & Michel
California
$9.52M 225,478 +4,082 +2%
RFS
68
Retirement Financial Solutions
Tennessee
$9.21M 218,276 +15,653 +8%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$9.19M 217,714 +21,373 +11%
CC
70
Courier Capital
New York
$9.12M 216,087 +34,795 +19%
FCIM
71
Fairview Capital Investment Management
California
$8.94M 211,879 -6,399 -3%
RIG
72
RiverFront Investment Group
Virginia
$8.92M 211,365 +43,794 +26%
CI
73
Conning Inc
Connecticut
$8.87M 210,194
SWP
74
Summit Wealth Partners
Florida
$8.67M 205,498 +7,045 +4%
PFM
75
Peak Financial Management
Massachusetts
$8.64M 204,771 -1,679 -0.8%