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iShares 0-5 Year High Yield Corporate Bond ETF

501 hedge funds and large institutions have $4.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 160 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+35
Holders Change %
+7.51%
% of All Funds
7.34%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.43%
New
90
Increased
188
Reduced
160
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
151
Equitable Holdings
New York
$2.47M +$683K +16,187 +38%
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$2.42M +$736K +17,422 +44%
Northern Trust
153
Northern Trust
Illinois
$2.41M +$2.41M +57,154 New
RWA
154
Rooted Wealth Advisors
Illinois
$2.39M +$395K +9,348 +20%
BPA
155
Beacon Pointe Advisors
California
$2.35M -$533K -12,630 -18%
NGA
156
Naples Global Advisors
Florida
$2.28M -$363K -8,595 -14%
CAG
157
Curtis Advisory Group
California
$2.27M +$327K +7,745 +17%
SRSA
158
S.R. Schill & Associates
Washington
$2.26M +$54.9K +1,300 +2%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$2.26M -$130K -3,069 -5%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$2.25M +$177K +4,187 +9%
EFS
161
Econ Financial Services
Pennsylvania
$2.23M +$52.4K +1,241 +2%
HWA
162
HCR Wealth Advisors
California
$2.15M +$474K +11,221 +28%
CA
163
Cetera Advisors
Colorado
$2.09M +$816K +19,331 +64%
EL
164
Essex LLC
Illinois
$2.05M +$1.33M +31,526 +186%
CWP
165
Cyndeo Wealth Partners
Florida
$2M -$1.28M -30,319 -39%
WWM
166
Western Wealth Management
Colorado
$1.99M +$100K +2,372 +5%
FHB
167
First Hawaiian Bank
Hawaii
$1.95M +$126K +2,984 +7%
SS
168
Sunbelt Securities
Texas
$1.94M +$179K +4,241 +10%
FA
169
FDx Advisors
Illinois
$1.92M -$162K -3,835 -8%
TI
170
Tidal Investments
Wisconsin
$1.87M +$338K +8,006 +22%
KFAA
171
Klaas Financial Asset Advisors
Illinois
$1.87M -$48K -1,137 -3%
AC
172
Adroit Compliance
$1.87M +$1.87M +44,197 New
PAG
173
Private Advisor Group
New Jersey
$1.85M +$372K +8,806 +25%
WA
174
Wambolt & Associates
Colorado
$1.85M -$1.04M -24,622 -36%
AIA
175
Alternative Investment Advisors
Florida
$1.83M +$662K +15,677 +57%