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iShares 0-5 Year High Yield Corporate Bond ETF

216 hedge funds and large institutions have $1.9B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+12
Holders Change %
+5.88%
% of All Funds
4.95%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.46%
New
32
Increased
100
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1
WBI Investments
New Jersey
$245M +$245M +5,209,974 New
Bank of America
2
Bank of America
North Carolina
$223M +$18.1M +385,281 +9%
RBA
3
Richard Bernstein Advisors
New York
$170M +$7.9M +167,782 +5%
SCM
4
SCS Capital Management
Massachusetts
$129M +$45.3M +962,061 +54%
PCA
5
Personal Capital Advisors
California
$115M +$115M +2,444,918 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$110M -$3.9M -82,821 -3%
BlackRock
7
BlackRock
New York
$96.2M +$2.26M +48,095 +2%
Morgan Stanley
8
Morgan Stanley
New York
$44M +$9.9M +210,318 +29%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$40.7M +$3.66M +77,822 +10%
Mitsubishi UFJ Trust & Banking
10
Mitsubishi UFJ Trust & Banking
Japan
$37.7M
Creative Planning
11
Creative Planning
Kansas
$32.4M -$16.6M -353,423 -34%
Ameriprise
12
Ameriprise
Minnesota
$28.3M +$3.79M +80,602 +15%
UBS Group
13
UBS Group
Switzerland
$27.2M +$5.48M +116,303 +25%
GI
14
Gradient Investments
Minnesota
$23M +$1.02M +21,669 +5%
SIS
15
Sound Income Strategies
Florida
$22.5M +$2.74M +58,294 +14%
AssetMark Inc
16
AssetMark Inc
California
$22.3M -$15M -318,612 -40%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$21.1M +$11.6M +247,078 +122%
BI
18
Bramshill Investments
Florida
$20.3M -$3.15M -66,899 -13%
AC
19
Allstate Corporation
Illinois
$20.2M +$20.2M +428,000 New
JIP
20
Jaffetilchin Investment Partners
Florida
$19.6M -$3.91K -83 -0%
Invesco
21
Invesco
Georgia
$18.6M -$4.45M -94,500 -19%
Wells Fargo
22
Wells Fargo
California
$17.7M +$2.51M +53,316 +17%
SWP
23
Stratos Wealth Partners
Ohio
$15.6M +$982K +20,867 +7%
CCP
24
Cardan Capital Partners
Colorado
$15.1M +$1.54M +32,674 +11%
UCFA
25
United Capital Financial Advisors
Texas
$14.5M +$14.5M +309,034 New