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iShares 0-5 Year High Yield Corporate Bond ETF
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Overview Fund Activity

568 hedge funds and large institutions have $7.49B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 204 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+123
Holders Change %
+27.64%
% of All Funds
9.16%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.68%
New
167
Increased
204
Reduced
148
Closed
38
Calls
$472K
Puts
$9.14M
Net Calls
-$8.67M
Net Calls Change
-$9.06M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.15B
2
AWA
Arete Wealth Advisors
Illinois
$1.65B
3
LPL Financial
LPL Financial
California
$239M
4
Morgan Stanley
Morgan Stanley
New York
$205M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$121M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$9.58M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
3
AssetMark Inc
AssetMark Inc
California
$237M
4
DP
Divergent Planning
Maryland
$0
5
CI
Conning Inc
Connecticut
$8.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFC
201
Western Financial Corp
California
$2.12M +$291K +7,124 +16%
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$2.11M +$13.3K +325 +0.6%
SB
203
Strategic Blueprint
Georgia
$2.1M +$1.82M +44,513 +640%
WA
204
Wealth Alliance
New York
$2.1M +$2.1M +51,291 New
CFA
205
Cahill Financial Advisors
Minnesota
$2.06M +$2.06M +50,433 New
IP
206
Investment Partners
Ohio
$2.06M -$225K -5,510 -10%
CFAM
207
Center For Asset Management
Florida
$2.06M +$1.3M +31,710 +170%
BTI
208
Blue Trust Inc
Georgia
$2.05M +$576K +14,420 +39%
SCA
209
Snowden Capital Advisors
New York
$2M +$707K +17,295 +55%
RA
210
RFG Advisory
Alabama
$2M -$1.6M -38,210 -44%
HF
211
HRT Financial
New York
$1.99M +$1.99M +48,634 New
RIA
212
Regal Investment Advisors
Michigan
$1.95M +$1.95M +47,706 New
CAG
213
Csenge Advisory Group
Florida
$1.93M +$1.23M +30,024 +174%
DI
214
DFPG Investments
Utah
$1.93M +$1.57M +37,493 +431%
FHB
215
First Hawaiian Bank
Hawaii
$1.92M +$9.65K +236 +0.5%
PIA
216
Perennial Investment Advisors
California
$1.89M +$1.89M +46,323 New
1IA
217
1834 Investment Advisors
Wisconsin
$1.85M -$116K -2,841 -6%
JBA
218
Johnson Bixby & Associates
Washington
$1.83M -$1.16M -28,367 -39%
EWA
219
Etesian Wealth Advisors
Oregon
$1.83M +$1.83M +44,818 New
SPC
220
Sigma Planning Corp
Michigan
$1.81M +$332K +8,125 +23%
AR
221
Apeiron RIA
Texas
$1.8M +$1.8M +44,061 New
WS
222
Wedbush Securities
California
$1.8M +$487K +11,906 +37%
RC
223
Roundview Capital
New Jersey
$1.79M -$386K -9,452 -18%
BFA
224
Brown Financial Advisory
Alabama
$1.79M -$602K -14,719 -25%
CWMU
225
Caliber Wealth Management (Utah)
Utah
$1.78M -$1.2M -29,354 -40%
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