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iShares 0-5 Year High Yield Corporate Bond ETF

466 hedge funds and large institutions have $3.99B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 168 increasing their positions, 188 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-20
Holders Change %
-4.12%
% of All Funds
7.43%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.43%
New
49
Increased
168
Reduced
188
Closed
63
Calls
Puts
$78K
Net Calls
-$78K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
201
Cabot Wealth Management
Massachusetts
$1.22M +$197K +4,789 +19%
MLM
202
Mount Lucas Management
Pennsylvania
$1.22M +$39.6K +964 +3%
SSWM
203
Sheets Smith Wealth Management
North Carolina
$1.19M -$5.95K -145 -0.5%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$1.18M +$49.6K +1,209 +4%
JCIA
205
Jackson Creek Investment Advisors
Colorado
$1.17M +$3.08K +75 +0.3%
LNC
206
Lincoln National Corp
Pennsylvania
$1.16M +$96.7K +2,356 +9%
CAG
207
Csenge Advisory Group
Florida
$1.16M +$39.9K +972 +4%
BTWM
208
Baker Tilly Wealth Management
Wisconsin
$1.15M -$286K -6,970 -20%
MA
209
Mutual Advisors
Nebraska
$1.15M -$256K -6,232 -18%
DI
210
DFPG Investments
Utah
$1.14M -$991K -24,217 -46%
AIA
211
Alternative Investment Advisors
Florida
$1.13M +$1.13M +27,622 New
WP
212
WealthSource Partners
California
$1.09M -$143K -3,491 -12%
ASN
213
Advisory Services Network
Georgia
$1.09M +$519K +12,651 +91%
BFA
214
Brown Financial Advisory
Alabama
$1.09M -$683K -16,637 -39%
MBT
215
Montecito Bank & Trust
California
$1.07M -$24.6K -600 -2%
HI
216
Hudock Inc
Pennsylvania
$1.06M -$54.2K -1,320 -5%
KIA
217
Kraematon Investment Advisors
Massachusetts
$1.05M -$104K -2,536 -9%
PP
218
Prudential plc
United Kingdom
$1.02M +$197K +4,800 +24%
4WM
219
4J Wealth Management
Virginia
$1.01M +$19.8K +482 +2%
JIP
220
Jaffetilchin Investment Partners
Florida
$985K +$9.81K +239 +1%
KWM
221
Kingsview Wealth Management
Oregon
$978K +$12.9K +314 +1%
AWAU
222
Alliance Wealth Advisors (Utah)
Utah
$971K +$53.6K +1,307 +6%
AC
223
AlphaCore Capital
California
$954K -$236K -5,749 -20%
GPA
224
Guidance Point Advisors
Massachusetts
$941K -$114K -2,767 -11%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$926K -$915K -22,309 -50%