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iShares 0-5 Year High Yield Corporate Bond ETF

400 hedge funds and large institutions have $3.12B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 201 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
6.98%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
32
Increased
201
Reduced
114
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
5L
126
55I LLC
Massachusetts
$3.21M +$869K +18,858 +37%
ATPW
127
Ashton Thomas Private Wealth
Arizona
$3.19M +$2.85M +61,935 +856%
SWRP
128
Summit Wealth & Retirement Planning
California
$2.97M +$857K +18,618 +41%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M +$185K +4,019 +7%
CAG
130
Curtis Advisory Group
California
$2.87M +$260K +5,644 +10%
WTC
131
WhitTier Trust Company
Nevada
$2.85M -$128K -2,775 -4%
ASN
132
Advisory Services Network
Georgia
$2.78M +$792K +17,186 +40%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$2.74M +$878K +19,071 +47%
WI
134
Wintrust Investments
Illinois
$2.71M -$59.9K -1,301 -2%
IFS
135
Ifrah Financial Services
Arkansas
$2.71M +$78K +1,693 +3%
CHC
136
City Holding Co
West Virginia
$2.71M +$2.44M +52,893 +900%
ACS
137
Archford Capital Strategies
Illinois
$2.68M +$996K +21,624 +59%
SFG
138
Sovereign Financial Group
Connecticut
$2.6M
CAN
139
Cetera Advisor Networks
California
$2.59M +$777K +16,864 +43%
OCM
140
One Capital Management
California
$2.56M +$643K +13,973 +34%
KAS
141
Kestra Advisory Services
Texas
$2.55M +$496K +10,756 +24%
HI
142
Harbour Investments
Wisconsin
$2.45M +$8.8K +191 +0.4%
FCA
143
FLC Capital Advisors
California
$2.43M -$665K -14,445 -21%
Creative Planning
144
Creative Planning
Kansas
$2.2M +$674K +14,624 +44%
KPWG
145
KFA Private Wealth Group
Virginia
$2.18M -$1.61M -34,850 -42%
SW
146
SVB Wealth
Massachusetts
$2.08M +$686K +14,884 +49%
CWMU
147
Caliber Wealth Management (Utah)
Utah
$2M +$2M +43,430 New
JWCA
148
J.W. Cole Advisors
Florida
$2M -$49.6K -1,077 -2%
SRSA
149
S.R. Schill & Associates
Washington
$1.98M +$121K +2,636 +7%
BPCE
150
Bank Pictet & Cie (Europe)
Germany
$1.93M