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iShares 0-5 Year High Yield Corporate Bond ETF

182 hedge funds and large institutions have $2.68B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
4.18%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.32%
New
32
Increased
75
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.43B -$44.5M -950,363 -3%
Bank of America
2
Bank of America
North Carolina
$170M +$21.5M +460,236 +15%
RBA
3
Richard Bernstein Advisors
New York
$149M +$29.3M +625,991 +24%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$118M -$1.14M -24,454 -1%
Creative Planning
5
Creative Planning
Kansas
$111M -$29.6M -633,143 -21%
SCM
6
SCS Capital Management
Massachusetts
$74.5M -$29.9M -639,215 -29%
BlackRock
7
BlackRock
New York
$67.9M +$2.75M +58,707 +4%
AssetMark Inc
8
AssetMark Inc
California
$65.2M +$9.61M +205,421 +17%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$34.1M -$6.62M -141,389 -16%
Morgan Stanley
10
Morgan Stanley
New York
$29.7M -$646K -13,808 -2%
Invesco
11
Invesco
Georgia
$27.7M
UBS Group
12
UBS Group
Switzerland
$23.5M -$10.3M -220,548 -31%
GI
13
Gradient Investments
Minnesota
$19.9M +$18.1M +386,092 +968%
JIP
14
Jaffetilchin Investment Partners
Florida
$19.2M +$10.4M +221,329 +117%
SIS
15
Sound Income Strategies
Florida
$18.2M +$1.13M +24,123 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.4M +$287K +6,126 +2%
Ameriprise
17
Ameriprise
Minnesota
$16.3M -$33K -705 -0.2%
SWP
18
Stratos Wealth Partners
Ohio
$13.9M +$10M +214,633 +260%
LPL Financial
19
LPL Financial
California
$10.1M +$1.49M +31,809 +17%
CI
20
Conning Inc
Connecticut
$9.84M -$5.02M -107,181 -34%
WA
21
WP Advisors
California
$9.5M -$119K -2,542 -1%
BWM
22
Bernicke Wealth Management
Wisconsin
$9.22M +$9M +192,386 +4,114%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$9.12M +$1.59M +34,003 +21%
AA
24
Advisory Alpha
Michigan
$8.49M +$663K +14,208 +8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.35M -$941K -20,115 -10%