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iShares 0-5 Year High Yield Corporate Bond ETF

552 hedge funds and large institutions have $5.32B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 187 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 187

3.73% less ownership

Funds ownership: 74.54%70.8% (-3.7%)

5% less funds holding

Funds holding: 581552 (-29)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

10% less capital invested

Capital invested by funds: $5.93B → $5.32B (-$605M)

25% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 77

Holders
552
Holders Change
-29
Holders Change %
-4.99%
% of All Funds
6.8%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.26%
New
58
Increased
241
Reduced
187
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WM
76
Whitford Management
New York
$8.55M
AG
77
Ascent Group
Virginia
$8.17M +$289K +6,771 +4%
RWM
78
Ritholtz Wealth Management
New York
$8.1M +$611K +14,323 +8%
PWG
79
Portside Wealth Group
Utah
$7.99M +$1.03M +24,115 +15%
MFWM
80
Motley Fool Wealth Management
Virginia
$7.63M -$2.51M -58,841 -25%
TCM
81
Towercrest Capital Management
Pennsylvania
$7.43M +$515K +12,063 +7%
Cerity Partners
82
Cerity Partners
New York
$7.43M -$151K -3,546 -2%
SSWM
83
Smith Salley Wealth Management
North Carolina
$7.42M +$2.92M +68,505 +64%
CAG
84
Curtis Advisory Group
California
$7.41M -$1.1M -25,659 -13%
AIP
85
Alexis Investment Partners
Texas
$6.92M +$733K +17,173 +12%
GKWIM
86
Gerber Kawasaki Wealth & Investment Management
California
$6.89M +$650K +15,236 +10%
RIG
87
RiverFront Investment Group
Virginia
$6.73M +$789K +18,491 +13%
SWP
88
Stratos Wealth Partners
Ohio
$6.62M +$130K +3,049 +2%
LW
89
Livet Wealth
Utah
$6.6M +$35.7K +836 +0.5%
Loomis, Sayles & Company
90
Loomis, Sayles & Company
Massachusetts
$6.53M -$13.3M -311,742 -67%
HI
91
Hudock Inc
Pennsylvania
$6.45M +$741K +17,361 +13%
RWA
92
Redhawk Wealth Advisors
Minnesota
$6.38M +$235K +5,504 +4%
AWA
93
Arkadios Wealth Advisors
Georgia
$6.35M +$387K +9,058 +6%
ISWM
94
Independent Solutions Wealth Management
New York
$6.33M +$2.58M +60,544 +68%
BFS
95
BridgePort Financial Solutions
Iowa
$6.07M -$826K -19,350 -12%
AWMG
96
Alliance Wealth Management Group
New Jersey
$6.02M +$524K +12,283 +9%
AAS
97
Ameritas Advisory Services
Nebraska
$5.88M -$262K -6,135 -4%
CC
98
Courier Capital
New York
$5.75M +$416K +9,747 +8%
FCIM
99
Fairview Capital Investment Management
California
$5.47M -$1.5M -35,099 -21%
IA
100
Integrity Alliance
Iowa
$5.43M +$350K +8,204 +7%