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

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
$32.4M
2
Morgan Stanley
Morgan Stanley
New York
$77.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$128M
4
RIG
RiverFront Investment Group
Virginia
$7.13M
5
AWM
AE Wealth Management
Kansas
$918K
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
176
Hofer & Associates
California
$1.81M +$46.6K +1,096 +3%
SS
177
Sunbelt Securities
Texas
$1.81M -$138K -3,243 -7%
EWA
178
Etesian Wealth Advisors
Oregon
$1.81M +$29.4K +692 +2%
PWPCM
179
Perella Weinberg Partners Capital Management
New York
$1.76M +$1.76M +41,356 New
MLM
180
Mount Lucas Management
Pennsylvania
$1.75M +$503K +11,829 +40%
TI
181
Tidal Investments
Wisconsin
$1.74M -$146K -3,425 -8%
WA
182
Waverly Advisors
Alabama
$1.71M +$379K +8,909 +28%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$1.71M -$560K -13,151 -25%
DLCIG
184
D.L. Carlson Investment Group
New Hampshire
$1.7M +$30.6K +720 +2%
PAG
185
Private Advisor Group
New Jersey
$1.69M -$173K -4,057 -9%
CA
186
CoreCap Advisors
Michigan
$1.66M +$531K +12,484 +47%
MOS
187
MGO One Seven
Ohio
$1.66M -$87.3K -2,051 -5%
FHB
188
First Hawaiian Bank
Hawaii
$1.64M -$328K -7,701 -17%
DL
189
DOHJ LLC
Washington
$1.63M +$82.7K +1,944 +5%
SC
190
Scotia Capital
Ontario, Canada
$1.63M +$17.7K +417 +1%
AWA
191
Arete Wealth Advisors
Illinois
$1.59M +$360K +8,456 +29%
RFS
192
Richardson Financial Services
Massachusetts
$1.59M +$219K +5,141 +16%
AWM
193
Apollon Wealth Management
South Carolina
$1.53M -$113K -2,645 -7%
EWM
194
Endowment Wealth Management
Wisconsin
$1.51M +$67.4K +1,585 +5%
CFG
195
Carr Financial Group
Massachusetts
$1.48M -$215K -5,057 -13%
CWM
196
Cabot Wealth Management
Massachusetts
$1.48M +$196K +4,618 +15%
CA
197
Continuum Advisory
Idaho
$1.48M -$232K -5,504 -14%
AWM
198
Avior Wealth Management
Nebraska
$1.47M +$1.44M +33,763 +3,764%
PP
199
Prudential plc
United Kingdom
$1.47M +$236K +5,550 +19%
VAG
200
VisionPoint Advisory Group
Texas
$1.46M +$279K +6,548 +24%
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