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iShares 0-5 Year High Yield Corporate Bond ETF

228 hedge funds and large institutions have $1.21B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+12
Holders Change %
+5.56%
% of All Funds
5.09%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.36%
New
55
Increased
70
Reduced
70
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
1
Personal Capital Advisors
California
$118M +$9.51M +213,382 +9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$99M -$5.14M -115,368 -5%
BlackRock
3
BlackRock
New York
$88.2M -$2.89M -64,873 -3%
Bank of America
4
Bank of America
North Carolina
$43.9M -$167M -3,743,222 -79%
Morgan Stanley
5
Morgan Stanley
New York
$43.7M +$2.07M +46,473 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$43.5M +$23.5M +528,105 +118%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$39.5M +$954K +21,420 +2%
Ameriprise
8
Ameriprise
Minnesota
$37.6M +$10.8M +241,674 +40%
Jane Street
9
Jane Street
New York
$29.9M +$29.9M +671,355 New
Citadel Advisors
10
Citadel Advisors
Florida
$27.9M +$27.9M +625,496 New
GI
11
Gradient Investments
Minnesota
$25.2M +$3.39M +76,162 +16%
WHG
12
Westwood Holdings Group
Texas
$22.9M +$21.7M +486,076 +1,743%
SIS
13
Sound Income Strategies
Florida
$22.2M +$897K +20,130 +4%
UBS Group
14
UBS Group
Switzerland
$21.4M -$4.34M -97,530 -17%
DF
15
Donoghue Forlines
Massachusetts
$20.2M +$20.2M +452,473 New
State of Tennessee, Department of Treasury
16
State of Tennessee, Department of Treasury
Tennessee
$18.8M +$12.8M +288,300 +216%
CAL
17
Capital Analysts LLC
Pennsylvania
$17.8M +$17.8M +398,529 New
Invesco
18
Invesco
Georgia
$17.6M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$16.6M +$3.83M +85,945 +30%
TCM
20
Towercrest Capital Management
Pennsylvania
$16.2M +$2.08M +30,085 +15%
CCP
21
Cardan Capital Partners
Colorado
$15.3M +$1.01M +22,727 +7%
JIP
22
Jaffetilchin Investment Partners
Florida
$13.6M -$4.99M -112,097 -27%
TC
23
TownSquare Capital
Utah
$13.5M +$13.5M +290,769 New
AssetMark Inc
24
AssetMark Inc
California
$13.4M -$7.75M -174,050 -37%
LPL Financial
25
LPL Financial
California
$13.2M +$676K +15,166 +5%