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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 %
OAP
151
One Advisory Partners
Kansas
$3.61M +$3.61M +88,182 New
OPS
152
Orion Portfolio Solutions
Nebraska
$3.47M +$3.47M +84,874 New
AA
153
Advisory Alpha
Michigan
$3.45M -$113K -2,753 -3%
BCM
154
Brookstone Capital Management
Illinois
$3.44M +$3.1M +74,553 +928%
DADC
155
D.A. Davidson & Co
Montana
$3.43M -$68.5K -1,675 -2%
GEM
156
Global Endowment Management
North Carolina
$3.41M – – –
WWM
157
Windsor Wealth Management
Indiana
$3.38M +$1.36M +32,702 +67%
AT
158
American Trust
Kentucky
$3.37M +$1.24M +30,284 +58%
SW
159
SVB Wealth
Massachusetts
$3.35M +$2.27M +55,482 +209%
TF
160
Trek Financial
Arizona
$3.35M +$3.14M +76,788 +1,482%
SIA
161
SeaBridge Investment Advisors
New Jersey
$3.34M -$529K -12,933 -14%
LFA
162
Level Financial Advisors
New York
$3.34M +$191K +4,673 +6%
DC
163
Destiny Capital
Colorado
$3.31M +$3.31M +79,739 New
AG
164
Ascent Group
Virginia
$3.26M +$1.73M +42,397 +113%
TAM
165
Tocqueville Asset Management
New York
$3.23M -$216K -5,275 -6%
AAS
166
Avantax Advisory Services
Texas
$3.22M +$2.82M +68,948 +707%
BHWM
167
Bay Harbor Wealth Management
Maryland
$3.15M +$3.04M +74,240 +2,662%
GM
168
GeoWealth Management
Illinois
$3.11M -$284K -6,947 -8%
SL
169
Systelligence LLC
Minnesota
$3.05M +$3.05M +74,604 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$3.05M +$2.24M +54,705 +276%
AC
171
Asio Capital
Kentucky
$3.01M +$1.97M +48,300 +192%
SWP
172
ShoreHaven Wealth Partners
New Jersey
$2.96M +$2.96M +72,396 New
SFA
173
Source Financial Advisors
New York
$2.88M -$309K -7,560 -10%
Russell Investments Group
174
Russell Investments Group
United Kingdom
$2.86M +$2.86M +69,878 New
CWA
175
Core Wealth Advisors
Florida
$2.85M -$545K -13,327 -16%
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