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iShares 0-5 Year High Yield Corporate Bond ETF

515 hedge funds and large institutions have $4.94B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 226 increasing their positions, 151 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
7.45%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
61
Increased
226
Reduced
151
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFS
201
Richardson Financial Services
Massachusetts
$1.5M
NG
202
Norden Group
Utah
$1.5M +$578K +13,312 +63%
CAL
203
Capital Analysts LLC
Pennsylvania
$1.49M +$52K +1,197 +4%
NAM
204
NorthCrest Asset Manangement
Minnesota
$1.48M +$144K +3,305 +11%
CCC
205
Chesapeake Capital Corp
Florida
$1.48M +$323K +7,435 +28%
PCIA
206
Prime Capital Investment Advisors
Kansas
$1.48M -$112K -2,568 -7%
PP
207
Prudential plc
United Kingdom
$1.46M -$14.3K -330 -1%
WFC
208
Western Financial Corp
California
$1.45M +$30.6K +705 +2%
DAS
209
Dynamic Advisor Solutions
Arizona
$1.44M -$214K -4,927 -13%
NS
210
NBC Securities
Alabama
$1.42M +$3.95K +91 +0.3%
RWA
211
Rooted Wealth Advisors
Illinois
$1.42M -$1.29M -30,079 -48%
KWM
212
Kingsview Wealth Management
Oregon
$1.41M -$10.6K -243 -0.7%
LTI
213
Laffer Tengler Investments
Tennessee
$1.39M -$349K -8,037 -20%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$1.34M +$1.18M +27,102 +728%
JBA
215
Johnson Bixby & Associates
Washington
$1.33M -$44.8K -1,032 -3%
WIA
216
World Investment Advisors
California
$1.33M +$1.33M +30,567 New
BCG
217
BayBridge Capital Group
California
$1.31M +$81.8K +1,883 +7%
NCM
218
Next Capital Management
New York
$1.3M
BWM
219
Bulltick Wealth Management
Florida
$1.29M +$42K +968 +3%
EAM
220
Everstar Asset Management
North Carolina
$1.28M +$1.28M +29,462 New
DL
221
DOHJ LLC
Washington
$1.27M -$1.07M -24,844 -46%
EWM
222
Endowment Wealth Management
Wisconsin
$1.26M -$425K -9,781 -25%
HSBC Holdings
223
HSBC Holdings
United Kingdom
$1.23M +$119K +2,752 +11%
AWM
224
Apollon Wealth Management
South Carolina
$1.22M -$377K -8,689 -24%
TWM
225
TriaGen Wealth Management
California
$1.22M +$33.7K +777 +3%