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iShares 0-5 Year High Yield Corporate Bond ETF
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Overview Fund Activity

97 hedge funds and large institutions have $1.37B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+17
Holders Change %
+21.25%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.15%
New
35
Increased
44
Reduced
10
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$794M
2
AssetMark Inc
2
AssetMark Inc
California
$114M
3
RBA
3
Richard Bernstein Advisors
New York
$50.2M
4
Bank of America
4
Bank of America
North Carolina
$46.6M
5
UBS Group
5
UBS Group
Switzerland
$29.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
ST
2
Spinnaker Trust
Maine
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
ACM
4
Aviance Capital Management
Florida
$15.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$100K -$32.9K -691 -25%
Creative Planning
77
Creative Planning
Kansas
$85K +$22.5K +475 +36%
DSC
78
Duncker Streett & Co
Missouri
$84K +$84K +1,780 New
ADL
79
Asset Dedication LLC
California
$69K +$69K +1,448 New
DADC
80
D.A. Davidson & Co
Montana
$66K +$66K +1,400 New
TC
81
Trust Company
Kansas
$60K -$16.3K -345 -21%
AIM
82
Anchor Investment Management
South Carolina
$47.3K – – –
CFA
83
Camarda Financial Advisors
Florida
$47K +$47K +1,000 New
RCA
84
Rowland Carmichael Advisors
Arizona
$43K +$43K +900 New
Citigroup
85
Citigroup
New York
$41K – – –
GWM
86
Geneos Wealth Management
Colorado
$37K -$925 -20 -2%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$19K +$19K +400 New
DIA
88
Davidson Investment Advisors
Montana
$17K +$17K +362 New
PWM
89
Perigon Wealth Management
California
$16K +$16K +324 New
MRCM
90
M&R Capital Management
New Jersey
$14K – – –
CFG
91
CKW Financial Group
Hawaii
$11K +$11K +227 New
JCM
92
Jacobi Capital Management
Pennsylvania
$10K – – –
WA
93
WFG Advisors
Texas
$9K – – –
CFD
94
Creative Financial Designs
Indiana
$8K +$8K +179 New
PSUF
95
People's United Financial
Connecticut
$4K +$4K +80 New
GRP
96
Global Retirement Partners
California
$3K +$3K +71 New
IWM
97
IHT Wealth Management
Illinois
$1K +$1K +11 New
Goldman Sachs
98
Goldman Sachs
New York
– -$9.12M -192,956 Closed
ST
99
Spinnaker Trust
Maine
– -$3.94M -83,318 Closed
Millennium Management
100
Millennium Management
New York
– -$2.42M -51,149 Closed
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