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iShares 0-5 Year High Yield Corporate Bond ETF

245 hedge funds and large institutions have $1.35B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+17
Holders Change %
+7.46%
% of All Funds
5.31%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
49
Increased
103
Reduced
60
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
126
Townsend & Associates
Colorado
$589K +$31.6K +677 +6%
SAS
127
Sage Advisory Services
Texas
$579K +$297K +6,365 +105%
FAAS
128
First Allied Advisory Services
California
$556K +$55.2K +1,186 +11%
LPIC
129
LeJeune Puetz Investment Counsel
Michigan
$523K +$61.9K +1,325 +13%
MAFM
130
Mid Atlantic Financial Management
Pennsylvania
$521K +$521K +11,160 New
SFG
131
StrategIQ Financial Group
Indiana
$512K +$263K +5,624 +105%
AWA
132
Arete Wealth Advisors
Illinois
$510K +$40.8K +874 +9%
VAS
133
Vestmark Advisory Solutions
Massachusetts
$498K +$498K +10,660 New
CF
134
Copperwynd Financial
Arizona
$475K +$475K +10,177 New
PIMG
135
Patriot Investment Management Group
Tennessee
$472K +$472K +10,125 New
EFL
136
ERn Financial LLC
Wisconsin
$471K +$26.1K +558 +6%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$468K +$468K +10,168 New
Fisher Asset Management
138
Fisher Asset Management
Washington
$466K +$15.9K +341 +4%
RJT
139
Raymond James Trust
Florida
$463K +$463K +9,908 New
US Bancorp
140
US Bancorp
Minnesota
$459K +$841 +18 +0.2%
CFG
141
CKW Financial Group
Hawaii
$437K +$12K +256 +3%
KWM
142
Kingsview Wealth Management
Oregon
$436K +$220K +4,716 +102%
MFM
143
Mirsky Financial Management
New York
$405K -$301K -6,440 -43%
IP
144
Investment Partners
Ohio
$404K +$73K +1,561 +22%
APA
145
American Portfolios Advisors
New York
$402K
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$397K +$54.3K +1,164 +16%
MI
147
Moneywise Inc
Virginia
$395K -$23.7K -506 -6%
VBFP
148
Valtinson Bruner Financial Planning
Minnesota
$393K -$40.3K -863 -9%
BFA
149
Beaumont Financial Advisors
Massachusetts
$390K
BRWA
150
B. Riley Wealth Advisors
Florida
$379K +$75.2K +1,608 +25%