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iShares 0-5 Year High Yield Corporate Bond ETF

466 hedge funds and large institutions have $3.99B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 168 increasing their positions, 188 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-20
Holders Change %
-4.12%
% of All Funds
7.43%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.43%
New
49
Increased
168
Reduced
188
Closed
63
Calls
Puts
$78K
Net Calls
-$78K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Shares
Change %
TW
151
Transform Wealth
Colorado
$2.22M -$934K -22,772 -30%
SRSA
152
S.R. Schill & Associates
Washington
$2.15M -$42.7K -1,040 -2%
EFS
153
Econ Financial Services
Pennsylvania
$2.12M -$2.75M -67,073 -57%
FA
154
FDx Advisors
Illinois
$2.03M -$140K -3,422 -6%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$2.01M +$494K +12,048 +33%
Ninety One (UK)
156
Ninety One (UK)
United Kingdom
$1.98M +$1.98M +48,200 New
RWA
157
Rooted Wealth Advisors
Illinois
$1.95M -$1.43M -34,613 -42%
CAG
158
Curtis Advisory Group
California
$1.89M +$40K +976 +2%
KFAA
159
Klaas Financial Asset Advisors
Illinois
$1.86M -$87K -2,121 -4%
CAL
160
Capital Analysts LLC
Pennsylvania
$1.86M -$5.99K -146 -0.3%
GLR
161
Great Lakes Retirement
Ohio
$1.85M -$180K -4,383 -9%
WWM
162
Western Wealth Management
Colorado
$1.84M +$28.6K +698 +2%
DWMG
163
DB Wealth Management Group
California
$1.82M -$12.4K -301 -0.7%
FHB
164
First Hawaiian Bank
Hawaii
$1.77M -$20K -488 -1%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$1.74M +$1.74M +30,265 New
EH
166
Equitable Holdings
New York
$1.73M +$606K +14,776 +54%
HA
167
Hofer & Associates
California
$1.71M -$42.2K -1,028 -2%
SS
168
Sunbelt Securities
Texas
$1.71M +$107K +2,599 +7%
SC
169
Scotia Capital
Ontario, Canada
$1.66M +$41K +999 +3%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$1.64M +$1.64M +39,978 New
JBA
171
Johnson Bixby & Associates
Washington
$1.64M +$94.9K +2,314 +6%
HWA
172
HCR Wealth Advisors
California
$1.62M -$69.3K -1,690 -4%
EWA
173
Etesian Wealth Advisors
Oregon
$1.62M -$86.7K -2,113 -5%
Mirae Asset Global Investments
174
Mirae Asset Global Investments
South Korea
$1.61M
OMC
175
Old Mission Capital
Illinois
$1.6M -$252K -6,149 -14%