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iShares 0-5 Year High Yield Corporate Bond ETF

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64%77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
151
Ashton Thomas Private Wealth
Arizona
$2.89M +$1.85M +43,112 +174%
BCI
152
Brinker Capital Investments
Pennsylvania
$2.86M +$2.53M +58,970 +719%
OPS
153
Orion Portfolio Solutions
Nebraska
$2.86M +$2.53M +58,970 +719%
GFG
154
Goldstone Financial Group
Illinois
$2.84M +$273K +6,351 +11%
PDL
155
Portfolio Design Labs
California
$2.81M +$2.84M +65,985 New
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$2.78M -$301K -7,000 -10%
FWS
157
FinDec Wealth Services
California
$2.75M -$250K -5,815 -8%
FFWM
158
Future Financial Wealth Management
Ohio
$2.69M +$68.7K +1,598 +3%
TI
159
Tidal Investments
Wisconsin
$2.66M +$20.8K +485 +0.8%
HF
160
HRT Financial
New York
$2.65M +$2.68M +62,265 New
AA
161
Alesco Advisors
New York
$2.65M +$3.65K +85 +0.1%
CAG
162
Csenge Advisory Group
Florida
$2.6M +$96.4K +2,244 +4%
AIA
163
Alternative Investment Advisors
Florida
$2.56M -$347K -8,082 -12%
BCI
164
Blue Capital Inc
Nebraska
$2.49M +$2.51M +58,488 New
IAS
165
Insigneo Advisory Services
Florida
$2.48M +$375K +8,714 +18%
SA
166
Sanctuary Advisors
Indiana
$2.45M +$328K +7,625 +16%
CFAM
167
Center For Asset Management
Florida
$2.44M -$397K -9,241 -14%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$2.44M +$87K +2,025 +4%
Prudential Financial
169
Prudential Financial
New Jersey
$2.41M -$33.4K -778 -1%
GAA
170
Guardian Asset Advisors
Pennsylvania
$2.39M +$189K +4,406 +9%
ISWM
171
Independent Solutions Wealth Management
New York
$2.2M +$1.66M +38,673 +296%
HWA
172
HCR Wealth Advisors
California
$2.17M +$43K +1,000 +2%
SPC
173
Sigma Planning Corp
Michigan
$2.11M +$90K +2,093 +4%
EL
174
Essex LLC
Illinois
$2.06M -$112K -2,611 -5%
IWM
175
IHT Wealth Management
Illinois
$2.04M -$2.37M -55,241 -54%