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iShares 0-5 Year High Yield Corporate Bond ETF

501 hedge funds and large institutions have $4.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 160 reducing their positions, and 47 closing their positions.

Holders
501
Holders Change
+35
Holders Change %
+7.51%
% of All Funds
7.35%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.43%
New
90
Increased
188
Reduced
160
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFS
76
Retirement Financial Solutions
Tennessee
$7.84M -$7.43M -176,083 -49%
NYLIM
77
New York Life Investment Management
New York
$7.81M +$322K +7,618 +4%
PAG
78
Powers Advisory Group
Illinois
$7.75M +$455K +10,768 +6%
LWA
79
LWS Wealth Advisors
New Jersey
$7.58M +$487K +11,525 +7%
CC
80
Courier Capital
New York
$7.54M -$2.81M -66,652 -27%
CAN
81
Cetera Advisor Networks
California
$7.41M +$1.2M +28,437 +19%
AHC
82
Adell Harriman & Carpenter
Texas
$7.27M -$3.43M -81,224 -32%
KP
83
Kitching Partners
Pennsylvania
$7.23M +$7.23M +171,250 New
WB
84
Webster Bank
Connecticut
$7.12M +$450K +10,658 +7%
IWC
85
Integrated Wealth Concepts
Massachusetts
$6.95M -$81.3K -1,926 -1%
TCM
86
Towercrest Capital Management
Pennsylvania
$6.83M -$1.03M -24,318 -13%
FF
87
Friedenthal Financial
New Jersey
$6.66M +$4.1M +97,179 +160%
Betterment LLC
88
Betterment LLC
New York
$6.63M +$617K +14,623 +10%
MLA
89
My Legacy Advisors
Oregon
$6.53M +$98.2K +2,316 +2%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$6.37M -$3.45M -81,601 -35%
BBW
91
Blue Barn Wealth
Utah
$6.24M +$141K +3,342 +2%
KAS
92
Kestra Advisory Services
Texas
$6.06M +$219K +5,196 +4%
DADC
93
D.A. Davidson & Co
Montana
$6.04M -$39.9K -946 -0.7%
FWS
94
FinDec Wealth Services
California
$6.02M +$1.54M +36,561 +34%
LHA
95
Little Harbor Advisors
Massachusetts
$6M +$6M +142,180 New
RWA
96
Redhawk Wealth Advisors
Minnesota
$5.95M -$503K -11,906 -8%
VRM
97
Vectors Research Management
New York
$5.94M -$7.16M -128,069 -55%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$5.93M +$81.7K +1,928 +1%
BC
99
Bartlett & Co
Ohio
$5.93M +$81.7K +1,928 +1%
Corient Private Wealth
100
Corient Private Wealth
Florida
$5.84M +$5.62M +133,035 +2,546%