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iShares 0-5 Year High Yield Corporate Bond ETF

400 hedge funds and large institutions have $3.12B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 201 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
6.98%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
32
Increased
201
Reduced
114
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
101
Betterment LLC
New York
$5.09M +$2.36M +51,207 +86%
SIA
102
SeaBridge Investment Advisors
New Jersey
$5.02M -$95.2K -2,066 -2%
SWP
103
ShoreHaven Wealth Partners
New Jersey
$4.96M +$2.4M +52,144 +94%
CCA
104
Cadent Capital Advisors
Oklahoma
$4.91M +$772K +16,766 +19%
MML Investors Services
105
MML Investors Services
Massachusetts
$4.87M -$345K -7,498 -7%
MBT
106
Montecito Bank & Trust
California
$4.74M +$495K +10,750 +12%
DAS
107
Dynamic Advisor Solutions
Arizona
$4.62M +$1.17M +25,451 +34%
AWMG
108
Alliance Wealth Management Group
New Jersey
$4.58M -$9.17K -199 -0.2%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$4.39M -$171K -3,703 -4%
CW
110
CreativeOne Wealth
Kansas
$4.38M +$3.94M +85,641 +915%
PAS
111
Park Avenue Securities
New York
$4.33M +$541K +11,756 +14%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$4.3M -$9.95M -216,050 -70%
SFS
113
Sowell Financial Services
Arkansas
$4.05M +$2.57M +55,758 +174%
MLM
114
Mount Lucas Management
Pennsylvania
$4M +$129K +2,790 +3%
Lazard Asset Management
115
Lazard Asset Management
New York
$3.89M
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$3.84M +$108K +2,350 +3%
BI
117
Ballast Inc
Kentucky
$3.81M +$304K +6,590 +9%
OPS
118
Orion Portfolio Solutions
Nebraska
$3.79M -$140K -3,039 -4%
UCFA
119
United Capital Financial Advisors
Texas
$3.73M +$1.73M +37,531 +86%
NGA
120
Naples Global Advisors
Florida
$3.71M +$548K +11,900 +17%
PAG
121
Private Advisor Group
New Jersey
$3.61M +$2.05M +44,605 +132%
WA
122
Wambolt & Associates
Colorado
$3.51M +$2.15M +46,758 +158%
CWM
123
Curi Wealth Management
North Carolina
$3.43M +$712K +15,467 +26%
GWM
124
Geneos Wealth Management
Colorado
$3.23M +$280K +6,087 +9%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$3.22M +$2.8M +60,759 +670%