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

500 hedge funds and large institutions have $4.62B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.25%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
69
Increased
217
Reduced
158
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$164M
2
AssetMark Inc
2
AssetMark Inc
California
$210M
3
BI
3
Bramshill Investments
Florida
$293M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$42.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$468M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$32.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$77.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$128M
4
RIG
4
RiverFront Investment Group
Virginia
$7.13M
5
AWM
5
AE Wealth Management
Kansas
$918K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
151
Global Assets Advisory
Florida
$2.48M +$2.48M +104,371 New
RWA
152
Rooted Wealth Advisors
Illinois
$2.45M +$68K +1,615 +3%
CCA
153
Childress Capital Advisors
Texas
$2.44M -$1.94M -45,577 -44%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$2.41M -$9.25M -217,307 -79%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$2.41M +$2.41M +56,589 New
JSW
156
Journey Strategic Wealth
New Jersey
$2.4M +$708K +16,643 +42%
EH
157
Equitable Holdings
New York
$2.38M -$106K -2,490 -4%
SPC
158
Sigma Planning Corp
Michigan
$2.35M +$1.34M +31,521 +132%
CCC
159
Chesapeake Capital Corp
Florida
$2.33M -$681K -16,016 -23%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$2.33M +$1.22M +28,740 +110%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$2.31M +$37.5K +882 +2%
SRSA
162
S.R. Schill & Associates
Washington
$2.31M +$31.5K +740 +1%
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$2.3M -$147K -3,450 -6%
NGA
164
Naples Global Advisors
Florida
$2.19M -$108K -2,545 -5%
AIA
165
Alternative Investment Advisors
Florida
$2.19M +$361K +8,557 +20%
HWA
166
HCR Wealth Advisors
California
$2.16M -$4.68K -110 -0.2%
OL
167
Owen LaRue
Kentucky
$2.05M +$2.05M +48,132 New
EL
168
Essex LLC
Illinois
$2.01M -$48.8K -1,148 -2%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$2M +$1.1M +25,929 +123%
BWM
170
Bulltick Wealth Management
Florida
$1.93M +$532K +12,505 +38%
PWM
171
Perigon Wealth Management
California
$1.92M -$698K -16,405 -27%
FA
172
FDx Advisors
Illinois
$1.88M -$54.1K -1,272 -3%
CAG
173
Csenge Advisory Group
Florida
$1.88M +$287K +6,754 +18%
KFAA
174
Klaas Financial Asset Advisors
Illinois
$1.87M -$13.1K -309 -0.7%
DAS
175
Dynamic Advisor Solutions
Arizona
$1.86M +$88K +2,069 +5%
5 6
7
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