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iShares 0-5 Year High Yield Corporate Bond ETF

450 hedge funds and large institutions have $63B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 156 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,788% more capital invested

Capital invested by funds: $3.34B → $63B (+$59.7B)

13% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 156

6.56% more ownership

Funds ownership: 61.08%67.64% (+6.6%)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

2% less funds holding

Funds holding: 457450 (-7)

Holders
450
Holders Change
-7
Holders Change %
-1.53%
% of All Funds
7.1%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.47%
New
61
Increased
176
Reduced
156
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
WestEnd Advisors
North Carolina
$59.5B
PCA
2
Personal Capital Advisors
California
$328M +$18.2M +411,306 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$205M +$78.3M +1,768,496 +61%
BlackRock
4
BlackRock
New York
$201M -$24.9M -563,346 -11%
AssetMark Inc
5
AssetMark Inc
California
$187M -$10.1M -228,463 -5%
Bank of America
6
Bank of America
North Carolina
$158M +$78.5M +1,772,383 +98%
TC
7
TownSquare Capital
Utah
$111M +$12.6M +285,193 +13%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$110M -$5.24M -118,392 -5%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$99.3M +$92.4M +2,087,646 +1,225%
Morgan Stanley
10
Morgan Stanley
New York
$94.2M -$11.2M -252,934 -11%
Invesco
11
Invesco
Georgia
$83.5M +$45.7M +1,033,000 +119%
Truist Financial
12
Truist Financial
North Carolina
$76.1M +$64.1M +1,447,574 +510%
RJA
13
Raymond James & Associates
Florida
$63.4M +$47.7M +1,077,615 +295%
UBS Group
14
UBS Group
Switzerland
$57.2M -$6.23M -140,704 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$49M +$16.2M +366,085 +49%
SIS
16
Sound Income Strategies
Florida
$47.4M -$181K -4,076 -0.4%
BAM
17
BTS Asset Management
Massachusetts
$41.7M +$42M +949,514 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$39.4M -$238K -5,382 -0.6%
Wells Fargo
19
Wells Fargo
California
$38.8M -$644K -14,534 -2%
PI
20
PFS Investments
Georgia
$37.8M -$1.22M -27,522 -3%
HighTower Advisors
21
HighTower Advisors
Illinois
$37.5M +$2.99M +67,442 +9%
ACM
22
Advisors Capital Management
New Jersey
$35.7M +$1.59M +35,967 +5%
LPL Financial
23
LPL Financial
California
$34.3M -$418K -9,438 -1%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$34M
AWM
25
AE Wealth Management
Kansas
$34M +$9.67M +218,468 +39%