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

486 hedge funds and large institutions have $4.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 208 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-12
Holders Change %
-2.41%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.05%
% of All Funds
0.47%
New
46
Increased
170
Reduced
208
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPAM
Ocean Park Asset Management
California
+$135M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$99.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$85.5M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$58.4M
5
KAM
Kensington Asset Management
Texas
+$56.4M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$128M
2
Jane Street
Jane Street
New York
-$104M
3
AssetMark Inc
AssetMark Inc
California
-$33.8M
4
BlackRock
BlackRock
New York
-$29.6M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
101
MRA Advisory Group
New Jersey
$5.48M +$1.04M +25,189 +24%
MML Investors Services
102
MML Investors Services
Massachusetts
$5.45M -$2.6M -62,723 -32%
KAS
103
Kestra Advisory Services
Texas
$5.41M -$286K -6,908 -5%
WWM
104
Windsor Wealth Management
Indiana
$5.31M +$539K +13,004 +11%
VCM
105
Virtue Capital Management
Tennessee
$5.13M -$1.12M -27,291 -18%
EFS
106
Econ Financial Services
Pennsylvania
$4.92M +$319K +7,698 +7%
UCFA
107
United Capital Financial Advisors
Texas
$4.88M +$229K +5,513 +5%
PAS
108
Park Avenue Securities
New York
$4.78M +$900K +21,712 +23%
PWG
109
Portside Wealth Group
Utah
$4.64M +$4.64M +112,016 New
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$4.61M +$3.76M +90,831 +447%
API
111
Advisor Partners II
California
$4.55M -$13K -314 -0.3%
Sumitomo Mitsui Trust Group
112
Sumitomo Mitsui Trust Group
Japan
$4.54M -$429K -10,345 -9%
SFA
113
Source Financial Advisors
New York
$4.53M -$45.9K -1,108 -1%
SIC
114
Sigma Investment Counselors
Michigan
$4.46M -$114K -2,739 -2%
AWS
115
Atria Wealth Solutions
New York
$4.39M -$212K -5,107 -5%
AG
116
Ascent Group
Virginia
$4.35M +$1.28M +30,920 +42%
AWMG
117
Alliance Wealth Management Group
New Jersey
$4.34M +$142K +3,428 +3%
FWS
118
FinDec Wealth Services
California
$4.31M +$253K +6,111 +6%
AA
119
Advisory Alpha
Michigan
$4.24M +$255K +6,157 +6%
JFG
120
Jefferies Financial Group
New York
$4.15M +$4.15M +100,000 New
LFA
121
Level Financial Advisors
New York
$4.11M +$336K +8,102 +9%
RC
122
Roundview Capital
New Jersey
$3.98M +$2.08M +50,081 +109%
SAG
123
SageView Advisory Group
California
$3.84M +$426K +10,284 +12%
Goldman Sachs
124
Goldman Sachs
New York
$3.78M – – –
CHC
125
City Holding Co
West Virginia
$3.72M -$135K -3,269 -4%
3 4
5
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