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iShares 0-5 Year High Yield Corporate Bond ETF

407 hedge funds and large institutions have $2.71B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 137 increasing their positions, 176 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 441407 (-34)

11.3% less ownership

Funds ownership: 70.83%59.53% (-11%)

22% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 176

22% less funds holding in top 10

Funds holding in top 10: 2721 (-6)

34% less capital invested

Capital invested by funds: $4.09B → $2.71B (-$1.39B)

39% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 75

Holders
407
Holders Change
-34
Holders Change %
-7.71%
% of All Funds
7.15%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.37%
New
46
Increased
137
Reduced
176
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
176
TBH Global Asset Management
Tennessee
$1.09M -$448K -9,842 -29%
CF
177
Centaurus Financial
California
$1.07M -$382K -8,388 -26%
MP
178
McDonald Partners
Ohio
$1.07M +$19.1K +419 +2%
MWM
179
Mascoma Wealth Management
New Hampshire
$1.07M +$1.06M +23,334 New
OWA
180
Outlook Wealth Advisors
Texas
$1.06M +$409K +8,976 +63%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$1.06M -$1.06M -23,200 Closed
RJT
182
Raymond James Trust
Florida
$1.03M +$132K +2,901 +15%
SWM
183
Spire Wealth Management
Virginia
$1.03M +$1.02M +22,461 New
PA
184
PFG Advisors
Arizona
$1.01M -$339K -7,454 -25%
RRA
185
Round Rock Advisors
Connecticut
$981K -$16.2K -356 -2%
OC
186
Oppenheimer & Co
New York
$946K +$940K +20,650 New
HWA
187
HCR Wealth Advisors
California
$943K +$631K +13,869 +207%
SFG
188
StrategIQ Financial Group
Indiana
$926K +$141K +3,090 +18%
JIP
189
Jaffetilchin Investment Partners
Florida
$923K -$31.2K -685 -3%
GEM
190
Global Endowment Management
North Carolina
$888K
AAMA
191
Advanced Asset Management Advisors
Ohio
$861K
MCM
192
Mainstay Capital Management
Michigan
$857K -$18.8K -412 -2%
CFGS
193
Concourse Financial Group Securities
Alabama
$842K -$6.95M -152,651 -89%
CG
194
Colony Group
Massachusetts
$825K +$820K +18,003 New
AWA
195
Arete Wealth Advisors
Illinois
$820K +$70.1K +1,540 +9%
NCM
196
Novare Capital Management
North Carolina
$813K +$166K +3,639 +26%
SAM
197
Strategy Asset Managers
California
$812K +$228K +5,008 +39%
SAG
198
Spotlight Asset Group
Illinois
$811K -$24.6K -540 -3%
HWMA
199
Heritage Wealth Management (Arizona)
Arizona
$806K +$801K +17,604 New
TCA
200
Transcend Capital Advisors
New Jersey
$791K -$1.07M -23,421 -58%