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iShares 0-5 Year High Yield Corporate Bond ETF

486 hedge funds and large institutions have $4.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 208 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-12
Holders Change %
-2.41%
% of All Funds
7.66%
Holding in Top 10
30
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.05%
% of All Funds
0.47%
New
46
Increased
170
Reduced
208
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
201
Oppenheimer & Co
New York
$1.3M +$110K +2,657 +9%
BF
202
Blankinship & Foster
California
$1.3M +$14.6K +352 +1%
PAG
203
Private Advisor Group
New Jersey
$1.26M +$218K +5,241 +21%
Axa
204
Axa
France
$1.25M
WA
205
Waverly Advisors
Alabama
$1.25M +$1.25M +30,189 New
NAM
206
NorthCrest Asset Manangement
Minnesota
$1.25M -$8.54K -206 -0.7%
WP
207
WealthSource Partners
California
$1.25M -$1.58M -38,165 -56%
SSWM
208
Sheets Smith Wealth Management
North Carolina
$1.2M -$14K -337 -1%
AC
209
AlphaCore Capital
California
$1.2M -$137K -3,311 -10%
CA
210
Cetera Advisors
Colorado
$1.2M +$441K +10,642 +58%
MLM
211
Mount Lucas Management
Pennsylvania
$1.19M -$42.7K -1,031 -3%
IA
212
IFP Advisors
Florida
$1.19M -$253K -6,101 -18%
JCIA
213
Jackson Creek Investment Advisors
Colorado
$1.18M +$17.5K +421 +2%
KIA
214
Kraematon Investment Advisors
Massachusetts
$1.16M -$31.4K -757 -3%
SA
215
Scarborough Advisors
Maryland
$1.16M -$353K -8,509 -23%
Capstone Investment Advisors
216
Capstone Investment Advisors
New York
$1.16M +$1.16M +27,880 New
SCA
217
Snowden Capital Advisors
New York
$1.15M -$4.52K -109 -0.4%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$1.14M +$160K +3,849 +16%
NA
219
NewEdge Advisors
Louisiana
$1.14M -$1.01M -24,480 -47%
EH
220
Equitable Holdings
New York
$1.14M +$76.4K +1,842 +7%
CAG
221
Csenge Advisory Group
Florida
$1.13M +$10.5K +254 +0.9%
HI
222
Hudock Inc
Pennsylvania
$1.13M +$320K +7,730 +40%
FBB
223
Fulton Breakefield Broenniman
Maryland
$1.12M +$1.12M +27,060 New
EL
224
Essex LLC
Illinois
$1.11M -$5.47M -132,070 -83%
MBT
225
Montecito Bank & Trust
California
$1.1M -$196K -4,722 -15%