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iShares 0-5 Year High Yield Corporate Bond ETF

445 hedge funds and large institutions have $3.1B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-11
Holders Change %
-2.41%
% of All Funds
7.69%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.55%
New
52
Increased
174
Reduced
173
Closed
57
Calls
$388K
Puts
Net Calls
+$388K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$3.76M -$3.79M -94,883 -50%
BF
102
Blankinship & Foster
California
$3.7M +$3.1M +77,744 +519%
BI
103
Ballast Inc
Kentucky
$3.69M +$122K +3,062 +3%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$3.6M +$721K +18,062 +25%
RA
105
RFG Advisory
Alabama
$3.49M +$3.29M +80,912 +1,624%
AA
106
Advisory Alpha
Michigan
$3.48M -$799K -19,997 -19%
WF
107
Williams Financial
Vermont
$3.47M -$4.87M -121,991 -58%
KFSC
108
Keystone Financial Services (Colorado)
Colorado
$3.46M +$3.46M +84,108 New
DADC
109
D.A. Davidson & Co
Montana
$3.41M -$3M -75,202 -47%
TAM
110
Tocqueville Asset Management
New York
$3.37M -$2.83M -70,875 -46%
GEM
111
Global Endowment Management
North Carolina
$3.33M
WP
112
WealthSource Partners
California
$3.32M -$1.87M -46,884 -36%
GM
113
GeoWealth Management
Illinois
$3.32M -$2.43M -60,735 -42%
CWA
114
Core Wealth Advisors
Florida
$3.32M -$702K -17,584 -17%
WB
115
Webster Bank
Connecticut
$3.23M +$3.23M +80,762 New
SFA
116
Source Financial Advisors
New York
$3.11M +$1.08M +27,096 +53%
GWM
117
Geneos Wealth Management
Colorado
$3.09M -$81.2K -2,033 -3%
LFA
118
Level Financial Advisors
New York
$3.08M +$471K +11,802 +18%
JBA
119
Johnson Bixby & Associates
Washington
$2.92M -$7.78M -194,810 -73%
CWMU
120
Caliber Wealth Management (Utah)
Utah
$2.91M +$12.6K +315 +0.4%
KPWS
121
Kestra Private Wealth Services
Texas
$2.91M +$1.46M +36,542 +101%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$2.9M +$101K +2,526 +4%
RA
123
RiverTree Advisors
Florida
$2.88M +$601K +15,047 +26%
SW
124
Simplicity Wealth
New Jersey
$2.8M -$12K -301 -0.4%
NGA
125
Naples Global Advisors
Florida
$2.78M -$347K -8,677 -11%