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iShares 0-5 Year High Yield Corporate Bond ETF

501 hedge funds and large institutions have $4.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 160 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+35
Holders Change %
+7.51%
% of All Funds
7.35%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.43%
New
90
Increased
188
Reduced
160
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SL
101
Systelligence LLC
Minnesota
$5.77M -$1.71M -40,419 -23%
DC
102
Destiny Capital
Colorado
$5.7M +$5.7M +134,987 New
SIC
103
Sigma Investment Counselors
Michigan
$5.55M +$736K +17,433 +15%
AO
104
Advisor OS
Illinois
$5.53M +$47.2K +1,118 +0.9%
AWS
105
Atria Wealth Solutions
New York
$5.49M +$795K +18,822 +17%
CW
106
CreativeOne Wealth
Kansas
$5.44M +$2.53M +59,811 +87%
AG
107
Ascent Group
Virginia
$5.32M +$320K +7,559 +6%
WC
108
Waterloo Capital
Texas
$5.12M +$5.12M +121,268 New
TW
109
Transform Wealth
Colorado
$4.99M +$2.71M +64,121 +119%
DK
110
David Kennon
Florida
$4.63M -$3.77M -89,287 -45%
AC
111
Allstate Corporation
Illinois
$4.63M -$2.11M -50,000 -31%
Millennium Management
112
Millennium Management
New York
$4.54M +$4.14M +98,157 +1,034%
GM
113
GeoWealth Management
Illinois
$4.49M +$2.99M +70,818 +199%
LFA
114
Level Financial Advisors
New York
$4.45M +$196K +4,639 +5%
SAG
115
SageView Advisory Group
California
$4.45M -$4.19M -102,173 Closed
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$4.41M -$13.3M -315,184 -75%
CCA
117
Childress Capital Advisors
Texas
$4.34M +$4.07M +96,387 +1,484%
MML Investors Services
118
MML Investors Services
Massachusetts
$4.27M -$780K -18,468 -15%
AWMG
119
Alliance Wealth Management Group
New Jersey
$4.25M +$4.25M +100,724 New
Sumitomo Mitsui Trust Group
120
Sumitomo Mitsui Trust Group
Japan
$4.23M +$3.84K +91 +0.1%
RC
121
Roundview Capital
New Jersey
$4.08M -$54.2K -1,283 -1%
VCM
122
Virtue Capital Management
Tennessee
$3.93M -$1.3M -31,082 -25%
AA
123
Advisory Alpha
Michigan
$3.83M -$286K -6,781 -7%
JE
124
JMAC Enterprises
Pennsylvania
$3.78M +$519K +12,297 +16%
PWG
125
Portside Wealth Group
Utah
$3.64M -$1.19M -28,081 -25%