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iShares 0-5 Year High Yield Corporate Bond ETF

501 hedge funds and large institutions have $4.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 188 increasing their positions, 160 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+35
Holders Change %
+7.51%
% of All Funds
7.34%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.43%
New
90
Increased
188
Reduced
160
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JBA
201
Johnson Bixby & Associates
Washington
$1.39M -$297K -7,034 -18%
BWM
202
Bulltick Wealth Management
Florida
$1.39M +$42.2K +1,000 +3%
NCM
203
Next Capital Management
New York
$1.39M +$1.82K +43 +0.1%
KWM
204
Kingsview Wealth Management
Oregon
$1.38M +$377K +8,940 +37%
CIAS
205
CFS Investment Advisory Services
New Jersey
$1.36M +$458K +10,854 +51%
RFS
206
Richardson Financial Services
Massachusetts
$1.36M +$1.36M +32,127 New
WFAG
207
Worth Financial Advisory Group
North Carolina
$1.34M -$110K -2,615 -8%
WA
208
Waverly Advisors
Alabama
$1.32M +$33.3K +789 +3%
NS
209
NBC Securities
Alabama
$1.3M -$219K -5,191 -14%
WFC
210
Western Financial Corp
California
$1.29M -$287K -6,789 -18%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$1.28M
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$1.28M +$522K +12,354 +69%
CWM
213
Cabot Wealth Management
Massachusetts
$1.27M +$15.6K +370 +1%
MPW
214
MA Private Wealth
California
$1.26M -$1.23M -29,219 -49%
NAM
215
NorthCrest Asset Manangement
Minnesota
$1.25M -$18.6K -441 -1%
LTI
216
Laffer Tengler Investments
Tennessee
$1.25M -$40.1K -949 -3%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$1.24M +$22.5K +533 +2%
WP
218
WealthSource Partners
California
$1.24M +$118K +2,789 +10%
SFA
219
Source Financial Advisors
New York
$1.24M -$20.1K -475 -2%
MLM
220
Mount Lucas Management
Pennsylvania
$1.24M -$20.9K -494 -2%
PP
221
Prudential plc
United Kingdom
$1.23M +$177K +4,200 +17%
MAG
222
MRA Advisory Group
New Jersey
$1.23M -$3.71M -87,905 -75%
AWA
223
Arete Wealth Advisors
Illinois
$1.22M +$1.22M +28,829 New
JCIA
224
Jackson Creek Investment Advisors
Colorado
$1.21M +$2.57K +61 +0.2%
MA
225
Mutual Advisors
Nebraska
$1.21M +$26.3K +624 +2%