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iShares 0-5 Year High Yield Corporate Bond ETF

439 hedge funds and large institutions have $4.09B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 216 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+60
Holders Change %
+15.83%
% of All Funds
7.79%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.48%
New
94
Increased
216
Reduced
88
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
I
151
INVST
Indiana
$2.62M +$401K +8,817 +18%
SPAS
152
Spectrum Planning & Advisory Services
California
$2.56M +$2.56M +56,230 New
IFS
153
Ifrah Financial Services
Arkansas
$2.55M +$26K +572 +1%
KWM
154
Kingsview Wealth Management
Oregon
$2.52M -$153K -3,356 -6%
SPC
155
Sigma Planning Corp
Michigan
$2.43M -$261K -5,751 -10%
CAG
156
Curtis Advisory Group
California
$2.43M +$821K +18,062 +51%
Mariner
157
Mariner
Kansas
$2.42M +$2.42M +53,305 New
CWM
158
Curi Wealth Management
North Carolina
$2.41M +$2.41M +52,968 New
SFG
159
Sovereign Financial Group
Connecticut
$2.4M +$2.4M +52,761 New
CT
160
Coastline Trust
Rhode Island
$2.39M -$825K -18,165 -26%
SPIA
161
Steward Partners Investment Advisory
New York
$2.39M +$224K +4,932 +10%
FMT
162
First Mercantile Trust
Tennessee
$2.37M -$355K -7,809 -13%
TWM
163
Tradition Wealth Management
Minnesota
$2.37M +$2.37M +52,164 New
JSL
164
JT Stratford LLC
Georgia
$2.31M +$103K +2,273 +5%
BHWM
165
Bay Harbor Wealth Management
Maryland
$2.28M +$423K +9,318 +23%
DE
166
Day & Ennis
Georgia
$2.25M +$399K +8,788 +22%
RCA
167
Rowland Carmichael Advisors
Arizona
$2.19M +$132K +2,905 +6%
IA
168
IFP Advisors
Florida
$2.15M +$849K +18,698 +65%
MBT
169
Montecito Bank & Trust
California
$2.15M +$1.55M +34,161 +259%
SW
170
SVB Wealth
Massachusetts
$2.08M +$596K +13,123 +40%
ACS
171
Archford Capital Strategies
Illinois
$2M +$13.6K +298 +0.7%
SWA
172
Stratos Wealth Advisors
Ohio
$1.98M +$1.14M +25,142 +136%
UCFA
173
United Capital Financial Advisors
Texas
$1.97M -$679K -14,940 -26%
PF
174
Phoenix Financial
Israel
$1.94M +$831K +18,317 +75%
JWCA
175
J.W. Cole Advisors
Florida
$1.88M +$1.04M +22,877 +124%