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iShares 0-5 Year High Yield Corporate Bond ETF

336 hedge funds and large institutions have $2.36B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 120 increasing their positions, 92 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+43
Holders Change %
+14.68%
% of All Funds
7.42%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
91
Increased
120
Reduced
92
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
176
Mainstay Capital Management
Michigan
$763K -$93.6K -2,351 -11%
JIP
177
Jaffetilchin Investment Partners
Florida
$747K -$186K -4,542 -20%
VWM
178
Venturi Wealth Management
Texas
$747K +$747K +18,266 New
BWAM
179
Boyd Watterson Asset Management
Ohio
$741K -$157K -3,849 -18%
BWA
180
Beam Wealth Advisors
Louisiana
$700K -$1.2M -29,480 -63%
IA
181
IFP Advisors
Florida
$682K +$216K +5,362 +46%
SSWM
182
Sheets Smith Wealth Management
North Carolina
$681K +$368K +8,998 +117%
CA
183
Continuum Advisory
Idaho
$669K +$669K +16,807 New
OWA
184
Outlook Wealth Advisors
Texas
$667K +$667K +16,316 New
IIA
185
IPG Investment Advisors
California
$664K +$664K +16,241 New
DAS
186
Dynamic Advisor Solutions
Arizona
$619K +$215K +5,248 +53%
IWC
187
Integrated Wealth Concepts
Massachusetts
$619K +$411K +10,063 +198%
AWA
188
Arete Wealth Advisors
Illinois
$611K +$116K +2,838 +23%
LWP
189
Legacy Wealth Partners
California
$599K +$230K +5,623 +62%
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$593K +$574K +14,038 +2,993%
CSIA
191
Charles Schwab Investment Advisory
California
$581K +$159K +3,898 +38%
BOPW
192
Brandywine Oak Private Wealth
Pennsylvania
$581K +$303K +7,435 +109%
PIMG
193
Patriot Investment Management Group
Tennessee
$567K +$135K +3,310 +31%
FF
194
Fluent Financial
Texas
$564K -$82.9K -2,027 -13%
VC
195
Veracity Capital
Georgia
$546K +$546K +13,365 New
NIC
196
Northwest Investment Counselors
Oregon
$542K -$3.35K -82 -0.6%
PWM
197
Provident Wealth Management
Tennessee
$517K +$22K +537 +4%
1IA
198
1834 Investment Advisors
Wisconsin
$515K -$117K -2,858 -18%
SW
199
SVB Wealth
Massachusetts
$514K -$3.7M -90,558 -88%
MGIA
200
Moneta Group Investment Advisors
Missouri
$499K -$1.42M -34,808 -74%