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iShares 0-5 Year High Yield Corporate Bond ETF

527 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 169 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.06%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.31%
New
65
Increased
234
Reduced
169
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KL
51
KilterHowling LLC
Colorado
$13.8M +$446K +10,342 +3%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$13.7M +$3.32M +77,000 +32%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$13.5M -$268K -6,220 -2%
Pathstone Holdings
54
Pathstone Holdings
New Jersey
$12.9M -$3.9M -90,512 -23%
GWM
55
Gibbs Wealth Management
Georgia
$12.5M +$12.5M +290,391 New
SM
56
Sweeney & Michel
California
$12.3M +$580K +13,541 +5%
CA
57
Clearstead Advisors
Ohio
$11.3M +$4.66M +108,019 +71%
CWA
58
Cascade Wealth Advisors
Washington
$10.8M -$2.03M -47,338 -16%
OIA
59
OneDigital Investment Advisors
Kansas
$10.8M -$836K -19,385 -7%
Legacy Financial Group (Iowa)
60
Legacy Financial Group (Iowa)
Iowa
$10.8M +$106K +2,447 +1%
MAG
61
Members Advisory Group
New York
$10.4M -$13.3K -309 -0.1%
FA
62
Freestate Advisors
Kansas
$10.4M -$178K -4,115 -2%
FF
63
Foronjy Financial
California
$10.2M +$10.2M +236,958 New
Capstone Investment Advisors
64
Capstone Investment Advisors
New York
$10.1M +$1.55M +36,000 +18%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$9.98M +$8.25M +191,135 +475%
PFM
66
Peak Financial Management
Massachusetts
$9.97M +$233K +5,400 +2%
KP
67
Kitching Partners
Pennsylvania
$9.71M +$448K +10,384 +5%
WC
68
Waterloo Capital
Texas
$9.46M -$477K -11,051 -5%
PAG
69
Powers Advisory Group
Illinois
$9.4M +$241K +5,583 +3%
FAP
70
Financial Advisory Partners
Florida
$9.38M -$7.92M -183,477 -46%
MOS
71
MGO One Seven
Ohio
$8.87M +$472K +10,945 +6%
WM
72
Whitford Management
New York
$8.71M +$8.71M +202,000 New
RFS
73
Retirement Financial Solutions
Tennessee
$8.51M -$501K -11,623 -6%
NL
74
Nuveen LLC
North Carolina
$8.47M +$8.47M +196,241 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$8.43M -$864K -20,028 -9%