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

500 hedge funds and large institutions have $4.62B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.25%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.41%
New
69
Increased
217
Reduced
158
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$164M
2
AssetMark Inc
AssetMark Inc
California
$210M
3
BI
Bramshill Investments
Florida
$293M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$468M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
$32.4M
2
Morgan Stanley
Morgan Stanley
New York
$77.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$128M
4
RIG
RiverFront Investment Group
Virginia
$7.13M
5
AWM
AE Wealth Management
Kansas
$918K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
201
Kingsview Wealth Management
Oregon
$1.44M +$41.9K +984 +3%
WFAG
202
Worth Financial Advisory Group
North Carolina
$1.43M +$71.3K +1,675 +5%
FW
203
FirstPurpose Wealth
Utah
$1.39M -$23.3K -555 -2%
NG
204
Norden Group
Utah
$1.38M +$1.38M +32,547 New
NS
205
NBC Securities
Alabama
$1.38M +$76.1K +1,789 +6%
CWP
206
Cyndeo Wealth Partners
Florida
$1.35M -$660K -15,500 -33%
WFC
207
Western Financial Corp
California
$1.35M +$52K +1,223 +4%
JCIA
208
Jackson Creek Investment Advisors
Colorado
$1.35M +$129K +3,027 +11%
1IA
209
1834 Investment Advisors
Wisconsin
$1.32M -$111K -2,611 -8%
TA
210
TFB Advisors
Kansas
$1.31M +$1.31M +31,340 New
CAL
211
Capital Analysts LLC
Pennsylvania
$1.31M +$117K +2,739 +10%
NAM
212
NorthCrest Asset Manangement
Minnesota
$1.3M +$40K +941 +3%
JBA
213
Johnson Bixby & Associates
Washington
$1.28M -$124K -2,913 -9%
NCM
214
Next Capital Management
New York
$1.27M -$125K -2,947 -9%
FIA
215
Foundations Investment Advisors
Arizona
$1.25M +$100K +2,353 +9%
CIAS
216
CFS Investment Advisory Services
New Jersey
$1.23M -$140K -3,285 -10%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$1.2M -$52K -1,222 -4%
CCM
218
Crabel Capital Management
California
$1.19M -$364K -8,544 -23%
FFA
219
First Foundation Advisors
California
$1.17M -$261K -6,134 -18%
JWA
220
JFS Wealth Advisors
Pennsylvania
$1.17M +$363K +8,534 +45%
ASN
221
Advisory Services Network
Georgia
$1.16M +$609K +14,307 +110%
SC
222
Sierra Capital
Florida
$1.16M +$15.1K +356 +1%
BCG
223
BayBridge Capital Group
California
$1.15M +$53.7K +1,279 +5%
NL
224
NWAM LLC
Washington
$1.13M +$303K +7,180 +37%
EFS
225
Econ Financial Services
Pennsylvania
$1.12M -$1.13M -26,462 -50%
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