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

500 hedge funds and large institutions have $4.62B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.25%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
69
Increased
217
Reduced
158
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$164M
2
AssetMark Inc
2
AssetMark Inc
California
$210M
3
BI
3
Bramshill Investments
Florida
$293M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$42.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$468M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$32.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$77.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M
4
RIG
4
RiverFront Investment Group
Virginia
$7.13M
5
AWM
5
AE Wealth Management
Kansas
$918K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
76
Cascade Wealth Advisors
Washington
$8.1M +$8.1M +193,250 New
NYLIM
77
New York Life Investment Management
New York
$8.08M +$209K +4,916 +3%
PAG
78
Powers Advisory Group
Illinois
$8.07M +$257K +6,029 +3%
UCFA
79
United Capital Financial Advisors
Texas
$7.78M -$473K -11,114 -6%
CC
80
Courier Capital
New York
$7.71M +$111K +2,620 +1%
RWP
81
RWA Wealth Partners
Massachusetts
$7.59M -$676K -15,887 -8%
WC
82
Waterloo Capital
Texas
$7.53M +$2.37M +55,614 +46%
KP
83
Kitching Partners
Pennsylvania
$7.39M +$104K +2,438 +1%
CAN
84
Cetera Advisor Networks
California
$7.38M -$82.7K -1,943 -1%
RWM
85
Ritholtz Wealth Management
New York
$7.38M +$7.38M +173,551 New
AHC
86
Adell Harriman & Carpenter
Texas
$7.29M -$30.4K -715 -0.4%
RIG
87
RiverFront Investment Group
Virginia
$7.13M -$36.3M -852,500 -84%
TCM
88
Towercrest Capital Management
Pennsylvania
$7.11M +$231K +5,432 +3%
Legacy Financial Group (Iowa)
89
Legacy Financial Group (Iowa)
Iowa
$7.06M +$6.6M +155,054 +1,436%
CA
90
Cetera Advisors
Colorado
$7.03M +$4.93M +115,796 +234%
AWS
91
Atria Wealth Solutions
New York
$7M +$1.47M +34,535 +27%
IWC
92
Integrated Wealth Concepts
Massachusetts
$6.9M -$108K -2,539 -2%
KAS
93
Kestra Advisory Services
Texas
$6.76M +$648K +15,223 +11%
MLA
94
My Legacy Advisors
Oregon
$6.69M +$143K +3,360 +2%
BBW
95
Blue Barn Wealth
Utah
$6.44M +$146K +3,425 +2%
FWS
96
FinDec Wealth Services
California
$6.17M +$102K +2,392 +2%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$6.13M -$288K -6,759 -4%
WWM
98
Whalen Wealth Management
Nevada
$6.06M +$6.06M +142,310 New
LHA
99
Little Harbor Advisors
Massachusetts
$5.93M -$119K -2,787 -2%
AG
100
Ascent Group
Virginia
$5.92M +$564K +13,257 +11%
2 3
4
5 6