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iShares 0-5 Year High Yield Corporate Bond ETF

542 hedge funds and large institutions have $5.42B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 268 increasing their positions, 144 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 144

43% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $4.98B → $5.42B (+$438M)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

2% more funds holding

Funds holding: 533542 (+9)

2.27% less ownership

Funds ownership: 75.74%73.47% (-2.3%)

Holders
542
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
7.11%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.3%
New
70
Increased
268
Reduced
144
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFPL
176
Investments & Financial Planning LLC
Kentucky
$2.28M +$327K +7,591 +17%
AC
177
Addison Capital
Pennsylvania
$2.28M +$523K +12,156 +30%
UCFA
178
United Capital Financial Advisors
Texas
$2.26M -$58.8K -1,365 -3%
PWM
179
Perigon Wealth Management
California
$2.25M +$82.4K +1,914 +4%
AFG
180
Atomi Financial Group
New York
$2.24M +$563K +13,087 +34%
SA
181
Sanctuary Advisors
Indiana
$2.23M +$126K +2,931 +6%
GWM
182
Geneos Wealth Management
Colorado
$2.21M -$1.54M -35,768 -41%
SRSA
183
S.R. Schill & Associates
Washington
$2.18M +$62.4K +1,449 +3%
BAMG
184
Brand Asset Management Group
Missouri
$2.15M +$2.14M +49,764 New
KFAA
185
Klaas Financial Asset Advisors
Illinois
$2.12M -$21.6K -502 -1%
WIA
186
World Investment Advisors
California
$2.12M +$173K +4,026 +9%
HWA
187
HCR Wealth Advisors
California
$2.11M +$3.1K +72 +0.1%
HOWA
188
Heritage Oak Wealth Advisors
Florida
$2.1M -$21.5K -500 -1%
DLCIG
189
D.L. Carlson Investment Group
New Hampshire
$2.09M +$367K +8,523 +21%
RWA
190
Rooted Wealth Advisors
Illinois
$2.07M +$141K +3,281 +7%
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$2.03M
EGM
192
Engineers Gate Manager
New York
$2.02M +$298K +6,926 +17%
HA
193
Hofer & Associates
California
$2.01M -$22.9K -533 -1%
CPIG
194
Chicago Partners Investment Group
Illinois
$1.98M +$387K +8,999 +24%
TC
195
TownSquare Capital
Utah
$1.97M -$4.25M -98,704 -68%
SIA
196
Strategic Investment Advisors
Michigan
$1.96M -$1.48M -34,418 -75%
CCM
197
Crabel Capital Management
California
$1.95M -$694K -16,127 -26%
LTI
198
Laffer Tengler Investments
Tennessee
$1.93M +$315K +7,311 +20%
JWCA
199
J.W. Cole Advisors
Florida
$1.93M +$994K +23,097 +107%
MLM
200
Mount Lucas Management
Pennsylvania
$1.91M +$85.4K +1,983 +5%