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iShares 0-5 Year High Yield Corporate Bond ETF

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64%77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCIM
76
Fairview Capital Investment Management
California
$8.24M -$193K -4,502 -2%
SWP
77
Summit Wealth Partners
Florida
$8.19M -$233K -5,419 -3%
AWS
78
Atria Wealth Solutions
New York
$8.15M +$183K +4,249 +2%
FA
79
Freestate Advisors
Kansas
$7.87M +$112K +2,603 +1%
KWAG
80
Kiely Wealth Advisory Group
North Carolina
$7.85M +$995K +23,153 +15%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$7.67M +$1.05M +24,445 +16%
RWP
82
RWA Wealth Partners
Massachusetts
$7.44M +$7.31K +170 +0.1%
MOS
83
MGO One Seven
Ohio
$7.39M +$3.62M +84,335 +95%
CC
84
Courier Capital
New York
$7.39M +$2.81M +65,277 +60%
KAS
85
Kestra Advisory Services
Texas
$7.31M +$82.3K +1,915 +1%
BBW
86
Blue Barn Wealth
Utah
$7.2M +$344K +8,013 +5%
AA
87
Advisory Alpha
Michigan
$7.03M +$718K +16,708 +11%
LHA
88
Little Harbor Advisors
Massachusetts
$6.77M +$359K +8,355 +6%
MLA
89
My Legacy Advisors
Oregon
$6.74M +$282K +6,570 +4%
AAS
90
Avantax Advisory Services
Texas
$6.6M +$347K +8,080 +5%
CA
91
Clearstead Advisors
Ohio
$6.51M -$3.7M -86,135 -36%
CAG
92
Curtis Advisory Group
California
$6.42M +$610K +14,182 +10%
CFGS
93
Concourse Financial Group Securities
Alabama
$6.4M +$189K +4,387 +3%
RWM
94
Ritholtz Wealth Management
New York
$6.37M -$616K -14,342 -9%
TCM
95
Towercrest Capital Management
Pennsylvania
$6.26M +$24.8K +577 +0.4%
FHB
96
First Hawaiian Bank
Hawaii
$6.05M +$2.53M +58,901 +71%
AG
97
Ascent Group
Virginia
$6.05M +$110K +2,564 +2%
IWC
98
Integrated Wealth Concepts
Massachusetts
$5.91M +$647K +15,050 +12%
AHC
99
Adell Harriman & Carpenter
Texas
$5.74M -$1.43M -33,330 -20%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$5.63M +$3.28M +76,240 +137%