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iShares 0-5 Year High Yield Corporate Bond ETF

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64%77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$14.4M +$2.4M +55,796 +20%
MSWM
52
Mader & Shannon Wealth Management
Missouri
$14.3M +$14.4M +335,545 New
TPA
53
Trivium Point Advisory
Connecticut
$13.8M +$213K +4,951 +2%
Stifel Financial
54
Stifel Financial
Missouri
$13.7M +$510K +11,866 +4%
Ameriprise
55
Ameriprise
Minnesota
$13.4M +$802K +18,662 +6%
OIA
56
OneDigital Investment Advisors
Kansas
$13.3M -$1.59M -37,093 -11%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$12.9M +$77.7K +1,807 +0.6%
AP
58
Atwood & Palmer
Missouri
$12.2M +$217K +5,044 +2%
RIG
59
RiverFront Investment Group
Virginia
$11.9M +$1.64M +38,221 +16%
CWA
60
Cascade Wealth Advisors
Washington
$11.4M +$1.46M +34,014 +15%
GWM
61
Gibbs Wealth Management
Georgia
$10.5M +$1.52M +35,282 +17%
Legacy Financial Group (Iowa)
62
Legacy Financial Group (Iowa)
Iowa
$10.5M +$584K +13,594 +6%
PVI
63
Partners Value Investments
Bermuda
$10.3M
MAG
64
Members Advisory Group
New York
$9.95M +$9.49M +220,771 +1,733%
MFG
65
Merit Financial Group
Georgia
$9.77M +$394K +9,162 +4%
Renaissance Technologies
66
Renaissance Technologies
New York
$9.63M +$2.4M +55,923 +33%
NYLIM
67
New York Life Investment Management
New York
$9.46M +$606K +14,110 +7%
PFM
68
Peak Financial Management
Massachusetts
$9.33M +$403K +9,365 +4%
RFS
69
Retirement Financial Solutions
Tennessee
$9.29M -$244K -5,673 -3%
KP
70
Kitching Partners
Pennsylvania
$9.17M +$64.8K +1,508 +0.7%
WC
71
Waterloo Capital
Texas
$9.16M +$1.08M +25,240 +13%
SIM
72
SSI Investment Management
California
$9.1M +$5.02M +116,688 +121%
PAG
73
Powers Advisory Group
Illinois
$8.93M +$105K +2,447 +1%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$8.49M -$1.23M -28,609 -13%
N
75
Nuveen
North Carolina
$8.36M -$10.1M -233,904 -54%