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

568 hedge funds and large institutions have $7.49B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 204 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+123
Holders Change %
+27.64%
% of All Funds
9.16%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.68%
New
167
Increased
204
Reduced
148
Closed
38
Calls
$472K
Puts
$9.14M
Net Calls
-$8.67M
Net Calls Change
-$9.06M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.15B
2
AWA
Arete Wealth Advisors
Illinois
$1.65B
3
LPL Financial
LPL Financial
California
$239M
4
Morgan Stanley
Morgan Stanley
New York
$205M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$9.58M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
3
AssetMark Inc
AssetMark Inc
California
$237M
4
DP
Divergent Planning
Maryland
$0
5
CI
Conning Inc
Connecticut
$8.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
126
Icon Wealth Advisors
Texas
$5.05M +$4.87M +119,001 +2,613%
Sumitomo Mitsui Trust Group
127
Sumitomo Mitsui Trust Group
Japan
$5.04M +$271K +6,634 +6%
PFG
128
PAX Financial Group
Texas
$4.91M +$4.91M +120,036 New
WF
129
Williams Financial
Vermont
$4.86M +$1.31M +32,095 +37%
UCFA
130
United Capital Financial Advisors
Texas
$4.85M -$165K -4,035 -3%
BRWA
131
B. Riley Wealth Advisors
Florida
$4.8M +$4.11M +100,493 +597%
DF
132
Donoghue Forlines
Massachusetts
$4.78M -$337K -8,248 -7%
BCP
133
Blue Chip Partners
Michigan
$4.68M -$371K -9,084 -7%
CWM
134
Curi Wealth Management
North Carolina
$4.67M -$1.5M -36,564 -24%
1WM
135
1900 Wealth Management
Texas
$4.61M -$555K -13,580 -11%
SIC
136
Sigma Investment Counselors
Michigan
$4.54M -$443K -10,839 -9%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$4.45M +$3.67M +89,718 +468%
BF
138
Blankinship & Foster
California
$4.4M +$610K +14,910 +16%
HKIMG
139
Hutchens & Kramer Investment Management Group
Indiana
$4.38M +$4.38M +107,157 New
RWA
140
Redhawk Wealth Advisors
Minnesota
$4.34M +$198K +4,840 +5%
OWA
141
One Wealth Advisors
California
$4.3M +$4.3M +105,053 New
FFA
142
First Foundation Advisors
California
$4.26M -$1.93M -47,155 -31%
CHC
143
City Holding Co
West Virginia
$4.23M -$140K -3,435 -3%
MAG
144
MRA Advisory Group
New Jersey
$4.11M -$154K -3,775 -4%
API
145
Advisor Partners II
California
$3.93M +$3.93M +96,078 New
WWG
146
West Wealth Group
California
$3.8M +$2.64M +64,448 +226%
Goldman Sachs
147
Goldman Sachs
New York
$3.74M +$1.02M +25,014 +38%
AWMG
148
Alliance Wealth Management Group
New Jersey
$3.71M -$311K -7,607 -8%
LWA
149
Lineweaver Wealth Advisors
Ohio
$3.67M +$3.28M +80,203 +850%
NL
150
NWAM LLC
Washington
$3.66M +$2.99M +73,078 +447%
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