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

498 hedge funds and large institutions have $3.69B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 226 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-70
Holders Change %
-12.32%
% of All Funds
7.97%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.61%
New
69
Increased
155
Reduced
226
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSTA
1
Japan Science & Technology Agency
Japan
$155M
2
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$128M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$217M
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$27M
5
ACM
5
Advisors Capital Management
New Jersey
$33.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$166M
2
LPL Financial
2
LPL Financial
California
$40.9M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.58M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
101
My Legacy Advisors
Oregon
$5.04M -$231K -5,599 -4%
RWG
102
Regal Wealth Group
California
$5.02M -$2.09M -50,609 -29%
Sumitomo Mitsui Trust Group
103
Sumitomo Mitsui Trust Group
Japan
$5M -$144K -3,464 -3%
NCM
104
Next Capital Management
New York
$4.97M -$1.31M -31,411 -21%
WWM
105
Windsor Wealth Management
Indiana
$4.75M +$1.39M +33,669 +41%
1WM
106
1900 Wealth Management
Texas
$4.74M +$83.3K +2,021 +2%
UCFA
107
United Capital Financial Advisors
Texas
$4.68M -$266K -6,377 -5%
AWS
108
Atria Wealth Solutions
New York
$4.63M -$11.8M -282,480 -72%
EFS
109
Econ Financial Services
Pennsylvania
$4.62M +$4.62M +110,940 New
SIC
110
Sigma Investment Counselors
Michigan
$4.6M -$27.1K -651 -0.6%
SFA
111
Source Financial Advisors
New York
$4.6M +$1.67M +39,960 +57%
API
112
Advisor Partners II
California
$4.59M +$587K +14,084 +15%
MAG
113
MRA Advisory Group
New Jersey
$4.46M +$268K +6,422 +6%
AWMG
114
Alliance Wealth Management Group
New Jersey
$4.22M +$442K +10,598 +12%
DF
115
Donoghue Forlines
Massachusetts
$4.18M -$701K -16,823 -14%
GL
116
Graypoint LLC
New York
$4.12M +$3.85M +92,373 +1,415%
FWS
117
FinDec Wealth Services
California
$4.08M -$2.43M -58,409 -37%
GSIS
118
Global Strategic Investment Solutions
Arizona
$4.08M +$4.08M +97,836 New
AA
119
Advisory Alpha
Michigan
$4M +$482K +11,561 +14%
PAS
120
Park Avenue Securities
New York
$3.9M -$70.3M -1,687,021 -95%
CHC
121
City Holding Co
West Virginia
$3.87M -$438K -10,508 -10%
Goldman Sachs
122
Goldman Sachs
New York
$3.8M -$13.3K -319 -0.3%
LFA
123
Level Financial Advisors
New York
$3.79M +$386K +9,252 +11%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$3.74M -$4.26M -102,092 -53%
MPW
125
MA Private Wealth
California
$3.65M -$7.42M -177,951 -67%
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5
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