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iShares 0-5 Year High Yield Corporate Bond ETF

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64%77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$3.86M +$731K +17,018 +23%
ONB
127
Old National Bancorp
Indiana
$3.81M -$277K -6,437 -7%
Jane Street
128
Jane Street
New York
$3.78M +$3.82M +88,774 New
TCMP
129
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.77M -$1.3M -30,286 -25%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$3.66M +$1.11M +25,913 +43%
OCM
131
One Capital Management
California
$3.65M +$27.7K +645 +0.8%
PAG
132
Private Advisor Group
New Jersey
$3.62M +$1.01M +23,518 +38%
AWA
133
Arkadios Wealth Advisors
Georgia
$3.6M +$53.6K +1,248 +2%
JE
134
JMAC Enterprises
Pennsylvania
$3.56M +$375K +8,723 +12%
PCG
135
Prosperity Consulting Group
Maryland
$3.51M -$15.1K -351 -0.4%
SW
136
SVB Wealth
Massachusetts
$3.49M +$3.52M +81,838 New
WB
137
Webster Bank
Connecticut
$3.38M +$82.7K +1,925 +2%
PWG
138
Portside Wealth Group
Utah
$3.33M +$71.9K +1,673 +2%
VCM
139
Virtue Capital Management
Tennessee
$3.3M +$21.5K +500 +0.6%
MWM
140
Manske Wealth Management
Texas
$3.27M +$3.29M +76,640 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$3.25M +$1.57M +36,612 +92%
RC
142
Roundview Capital
New Jersey
$3.22M -$496K -11,544 -13%
WM
143
Whitford Management
New York
$3.19M +$3.22M +74,956 New
Sumitomo Mitsui Trust Group
144
Sumitomo Mitsui Trust Group
Japan
$3.17M -$607K -14,127 -16%
HOWA
145
Heritage Oak Wealth Advisors
Florida
$3.13M +$3.16M +73,526 New
EH
146
Equitable Holdings
New York
$3.1M +$638K +14,846 +26%
OL
147
Owen LaRue
Kentucky
$3.1M +$115K +2,685 +4%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$3.02M +$1.72M +40,053 +130%
GWM
149
Geneos Wealth Management
Colorado
$3.01M +$204K +4,746 +7%
FF
150
Friedenthal Financial
New Jersey
$2.98M +$82.3K +1,915 +3%