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iShares 0-5 Year High Yield Corporate Bond ETF

450 hedge funds and large institutions have $63B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 156 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,788% more capital invested

Capital invested by funds: $3.34B → $63B (+$59.7B)

13% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 156

6.56% more ownership

Funds ownership: 61.08%67.64% (+6.6%)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457450 (-7)

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.1%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.47%
New
61
Increased
176
Reduced
156
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
76
Tocqueville Asset Management
New York
$7.62M +$7.67M +173,312 New
IWMWV
77
Ironwood Wealth Management (West Virginia)
West Virginia
$7.22M +$118K +2,667 +2%
FSG
78
Financial Strategies Group
Michigan
$7.16M -$708K -15,980 -9%
UCFA
79
United Capital Financial Advisors
Texas
$7.09M +$1.9M +42,918 +36%
DADC
80
D.A. Davidson & Co
Montana
$7M +$103K +2,320 +1%
Sumitomo Mitsui Trust Group
81
Sumitomo Mitsui Trust Group
Japan
$6.92M -$293K -6,622 -4%
BBHBI
82
B, B, H, & B Inc
Alabama
$6.88M +$226K +5,107 +3%
LWA
83
LWS Wealth Advisors
New Jersey
$6.85M +$121K +2,728 +2%
BBW
84
Blue Barn Wealth
Utah
$6.82M +$140K +3,158 +2%
HIM
85
Hanlon Investment Management
New Jersey
$6.79M
HWA
86
HCR Wealth Advisors
California
$6.74M +$4.74K +107 +0.1%
WT
87
Whittier Trust
California
$6.66M -$147K -3,310 -2%
WP
88
WealthSource Partners
California
$6.64M -$1.17M -26,487 -15%
SCA
89
Snowden Capital Advisors
New York
$6.64M -$49.9K -1,127 -0.7%
CG
90
Colony Group
Massachusetts
$6.5M +$6.54M +147,749 New
CT
91
Coastline Trust
Rhode Island
$6.48M -$1.12M -25,330 -15%
CWAF
92
Core Wealth Advisors (Florida)
Florida
$6.24M +$171K +3,853 +3%
PAG
93
Powers Advisory Group
Illinois
$6.11M +$1.52M +34,346 +33%
DAS
94
Dynamic Advisor Solutions
Arizona
$6.07M +$1.65M +37,299 +37%
WA
95
Wambolt & Associates
Colorado
$5.99M +$719K +16,246 +13%
MBT
96
Montecito Bank & Trust
California
$5.62M -$128K -2,891 -2%
SIC
97
Sigma Investment Counselors
Michigan
$5.47M -$152K -3,440 -3%
CW
98
CreativeOne Wealth
Kansas
$5.08M -$176K -3,972 -3%
DF
99
Donoghue Forlines
Massachusetts
$5.04M -$41.5M -936,322 -89%
CWM
100
Curi Wealth Management
North Carolina
$4.95M +$387K +8,747 +8%