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

498 hedge funds and large institutions have $3.69B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 226 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-70
Holders Change %
-12.32%
% of All Funds
7.97%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.61%
New
69
Increased
155
Reduced
226
Closed
129
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
$155M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$128M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$217M
4
GFA
Gallagher Fiduciary Advisors
Illinois
$27M
5
ACM
Advisors Capital Management
New Jersey
$33.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$166M
2
LPL Financial
LPL Financial
California
$40.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.58M
4
Osaic Holdings
Osaic Holdings
Arizona
$45.5M
5
Morgan Stanley
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
151
Financial Futures
New Jersey
$2.48M +$99K +2,375 +4%
DI
152
DFPG Investments
Utah
$2.45M +$528K +12,656 +27%
CFG
153
Carr Financial Group
Massachusetts
$2.45M +$2.24M +53,758 +1,070%
SPC
154
Sigma Planning Corp
Michigan
$2.33M +$488K +11,711 +26%
CFA
155
Cahill Financial Advisors
Minnesota
$2.27M +$169K +4,063 +8%
HGWM
156
Horst & Graben Wealth Management
Oregon
$2.21M -$5.17M -123,958 -70%
NSIM
157
North Star Investment Management
Illinois
$2.2M -$45.8K -1,100 -2%
GLR
158
Great Lakes Retirement
Ohio
$2.2M +$2.2M +52,708 New
IP
159
Investment Partners
Ohio
$2.17M +$75.4K +1,809 +4%
NA
160
NewEdge Advisors
Louisiana
$2.17M -$29.9M -716,377 -93%
GWM
161
Geneos Wealth Management
Colorado
$2.13M -$458K -10,998 -18%
GFG
162
Goldstone Financial Group
Illinois
$2.1M +$2.1M +50,268 New
KFAA
163
Klaas Financial Asset Advisors
Illinois
$2.08M -$114K -2,727 -5%
CAL
164
Capital Analysts LLC
Pennsylvania
$2.07M -$293K -7,024 -12%
AFM
165
Andesa Financial Management
Pennsylvania
$2.06M +$592K +22,962 +40%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$2.01M -$2.49M -60,280 -55%
TSS
167
Two Sigma Securities
New York
$1.96M +$1.96M +46,915 New
RC
168
Roundview Capital
New Jersey
$1.91M +$84.9K +2,036 +5%
CAG
169
Curtis Advisory Group
California
$1.91M +$120K +2,876 +7%
PIA
170
Perennial Investment Advisors
California
$1.91M -$19.8K -476 -1%
CC
171
Copperleaf Capital
North Carolina
$1.89M +$124K +2,971 +7%
BFA
172
Brown Financial Advisory
Alabama
$1.89M +$64.4K +1,545 +4%
CFGS
173
Concourse Financial Group Securities
Alabama
$1.88M -$3.82M -91,609 -67%
LA
174
LVW Advisors
New York
$1.88M -$500K -12,006 -21%
PWM
175
Perigon Wealth Management
California
$1.87M -$576K -13,831 -24%
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