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

498 hedge funds and large institutions have $3.69B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 226 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-70
Holders Change %
-12.32%
% of All Funds
7.97%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.61%
New
69
Increased
155
Reduced
226
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSTA
1
Japan Science & Technology Agency
Japan
$155M
2
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$128M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$217M
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$27M
5
ACM
5
Advisors Capital Management
New Jersey
$33.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$166M
2
LPL Financial
2
LPL Financial
California
$40.9M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.58M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$8.09M -$40.1M -961,208 -83%
MFG
77
Merit Financial Group
Georgia
$8.02M +$5.17M +123,994 +181%
PFM
78
Peak Financial Management
Massachusetts
$7.88M +$103K +2,464 +1%
Allianz Asset Management
79
Allianz Asset Management
Germany
$7.23M -$8.45M -202,630 -54%
Betterment LLC
80
Betterment LLC
New York
$7.21M -$381K -9,148 -5%
SM
81
Sweeney & Michel
California
$7.18M +$7.18M +174,538 New
DAS
82
Dynamic Advisor Solutions
Arizona
$6.81M -$1.07M -25,676 -14%
LWA
83
LWS Wealth Advisors
New Jersey
$6.79M +$125K +2,999 +2%
PAG
84
Powers Advisory Group
Illinois
$6.72M +$345K +8,280 +5%
WB
85
Webster Bank
Connecticut
$6.66M +$1.1M +26,328 +20%
NYLIM
86
New York Life Investment Management
New York
$6.56M +$46.7K +1,121 +0.7%
EL
87
Essex LLC
Illinois
$6.49M – – –
TPA
88
Trivium Point Advisory
Connecticut
$6.37M +$4.82M +115,571 +311%
VCM
89
Virtue Capital Management
Tennessee
$6.28M -$3.24M -78,390 -34%
BC
90
Bartlett & Co
Ohio
$6.25M -$2.3M -55,117 -27%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$6.25M -$2.3M -55,117 -27%
MMA
92
Miracle Mile Advisors
California
$6.21M +$402K +9,655 +7%
CAN
93
Cetera Advisor Networks
California
$6.1M -$16.7M -401,655 -73%
DADC
94
D.A. Davidson & Co
Montana
$5.94M +$2.44M +58,610 +70%
RWA
95
Redhawk Wealth Advisors
Minnesota
$5.9M +$1.48M +35,442 +33%
BBW
96
Blue Barn Wealth
Utah
$5.86M +$145K +3,487 +3%
WA
97
Wambolt & Associates
Colorado
$5.78M +$187K +4,517 +3%
KAS
98
Kestra Advisory Services
Texas
$5.73M -$12.1M -291,235 -68%
BCP
99
Blue Chip Partners
Michigan
$5.57M +$794K +19,055 +17%
AO
100
Advisor OS
Illinois
$5.22M +$4.49M +107,801 +617%
2 3
4
5 6