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iShares 0-5 Year High Yield Corporate Bond ETF

542 hedge funds and large institutions have $5.42B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 268 increasing their positions, 144 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 144

43% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $4.98B → $5.42B (+$438M)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2% more funds holding

Funds holding: 533542 (+9)

2.27% less ownership

Funds ownership: 75.74%73.47% (-2.3%)

Holders
542
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
7.11%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
70
Increased
268
Reduced
144
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$15.3M -$164K -3,799 -1%
ACM
52
Advisors Capital Management
New Jersey
$15.1M -$22.6M -525,158 -60%
MML Investors Services
53
MML Investors Services
Massachusetts
$14.6M +$761K +17,667 +6%
KL
54
KilterHowling LLC
Colorado
$14.2M +$411K +9,539 +3%
JP Morgan Chase
55
JP Morgan Chase
New York
$14.2M +$459K +10,668 +3%
CWA
56
Cascade Wealth Advisors
Washington
$13.9M +$3.08M +71,555 +28%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$13.4M -$180K -4,184 -1%
GWM
58
Gibbs Wealth Management
Georgia
$13M +$380K +8,824 +3%
SM
59
Sweeney & Michel
California
$12.4M +$180K +4,177 +1%
Capstone Investment Advisors
60
Capstone Investment Advisors
New York
$12.3M +$2.17M +50,500 +22%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$11.8M +$3.37M +78,174 +40%
FSA
62
Financial Sense Advisors
California
$11.8M +$5.19M +120,596 +79%
MFWM
63
Motley Fool Wealth Management
Virginia
$11.8M -$13.1M -305,327 -53%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$11.5M -$1.43M -33,285 -11%
FF
65
Foronjy Financial
California
$11.4M +$1.11M +25,706 +11%
CA
66
Clearstead Advisors
Ohio
$11.2M -$135K -3,144 -1%
Legacy Financial Group (Iowa)
67
Legacy Financial Group (Iowa)
Iowa
$11.1M +$268K +6,222 +2%
FA
68
Freestate Advisors
Kansas
$10.8M +$401K +9,304 +4%
MAG
69
Members Advisory Group
New York
$10.5M +$60.1K +1,395 +0.6%
PFM
70
Peak Financial Management
Massachusetts
$10.5M +$489K +11,365 +5%
OIA
71
OneDigital Investment Advisors
Kansas
$10.5M -$367K -8,531 -3%
WC
72
Waterloo Capital
Texas
$10.2M +$682K +15,832 +7%
KP
73
Kitching Partners
Pennsylvania
$9.98M +$240K +5,577 +2%
PS
74
Principal Securities
Iowa
$9.82M +$8.75M +203,220 +865%
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$9.66M +$3.2M +74,262 +50%