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iShares 0-5 Year High Yield Corporate Bond ETF

523 hedge funds and large institutions have $4.87B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 225 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-14
Holders Change %
-2.61%
% of All Funds
7.1%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
54
Increased
225
Reduced
166
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFP
176
Cascade Financial Partners
California
$1.95M +$934K +21,965 +92%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$1.93M +$946K +22,259 +96%
IWM
178
IHT Wealth Management
Illinois
$1.9M -$133K -3,122 -7%
PWM
179
Perigon Wealth Management
California
$1.89M -$30.5K -717 -2%
NGA
180
Naples Global Advisors
Florida
$1.84M -$121K -2,855 -6%
IFPL
181
Investments & Financial Planning LLC
Kentucky
$1.82M +$368K +8,645 +25%
DLCIG
182
D.L. Carlson Investment Group
New Hampshire
$1.81M +$15.1K +354 +0.8%
MLM
183
Mount Lucas Management
Pennsylvania
$1.8M -$30.6K -719 -2%
BPA
184
Beacon Pointe Advisors
California
$1.77M -$23.6K -554 -1%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$1.77M
CAM
186
Cresset Asset Management
Illinois
$1.76M +$1.76M +41,345 New
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$1.71M -$1.53M -35,939 -47%
DWM
188
Diversify Wealth Management
Utah
$1.68M -$139K -3,272 -8%
LTI
189
Laffer Tengler Investments
Tennessee
$1.64M +$106K +2,497 +7%
PP
190
Prudential plc
United Kingdom
$1.63M +$204K +4,800 +14%
AWM
191
Alterna Wealth Management
Texas
$1.63M +$690K +16,223 +74%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$1.62M -$1.15M -27,093 -42%
RWA
193
Rooted Wealth Advisors
Illinois
$1.61M +$119K +2,875 +8%
KPWS
194
Kestra Private Wealth Services
Texas
$1.6M +$589K +13,856 +58%
KWM
195
Kingsview Wealth Management
Oregon
$1.58M +$16.9K +397 +1%
EWM
196
Endowment Wealth Management
Wisconsin
$1.58M +$146K +3,431 +10%
HSBC Holdings
197
HSBC Holdings
United Kingdom
$1.54M +$299K +7,030 +24%
CAL
198
Capital Analysts LLC
Pennsylvania
$1.53M +$48.9K +1,150 +3%
EGM
199
Engineers Gate Manager
New York
$1.51M +$1.07M +25,234 +248%
WA
200
Waverly Advisors
Alabama
$1.5M -$24.4K -574 -2%