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iShares 0-5 Year High Yield Corporate Bond ETF

541 hedge funds and large institutions have $5.03B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 160 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 160

5% more funds holding

Funds holding: 516541 (+25)

2% more capital invested

Capital invested by funds: $4.95B → $5.03B (+$81.2M)

1.54% less ownership

Funds ownership: 78.64%77.1% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
7.13%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.36%
New
76
Increased
244
Reduced
160
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$540M +$15M +349,577 +3%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$366M +$21.1M +491,399 +6%
AssetMark Inc
3
AssetMark Inc
California
$353M +$24.1M +559,804 +7%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$255M +$49.5K +1,151 +24%
BlackRock
5
BlackRock
New York
$228M +$59.2M +1,378,029 +35%
GC
6
Grimes & Company
Massachusetts
$198M +$10.2M +237,086 +5%
JSTA
7
Japan Science & Technology Agency
Japan
$190M -$26.7M -620,493 -12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$177M +$30.2M +703,199 +20%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$158M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$137M +$5.97M +138,898 +4%
Morgan Stanley
11
Morgan Stanley
New York
$113M +$21.8M +506,954 +24%
Wealthfront Advisers
12
Wealthfront Advisers
California
$96.3M -$4.54M -105,580 -4%
NL
13
NEPC LLC
Massachusetts
$93.8M +$24.9M +579,857 +36%
Bank of America
14
Bank of America
North Carolina
$87.8M -$4.2M -97,798 -5%
TC
15
TownSquare Capital
Utah
$80.7M +$2.59M +60,227 +3%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$80.3M +$10.7M +248,947 +15%
LPL Financial
17
LPL Financial
California
$75M +$13.3M +309,970 +21%
OPAM
18
Ocean Park Asset Management
California
$69.4M
Wells Fargo
19
Wells Fargo
California
$49.7M -$7.11M -165,519 -12%
SIS
20
Sound Income Strategies
Florida
$43.1M +$1.43M +33,299 +3%
ACM
21
Advisors Capital Management
New Jersey
$37.7M +$346K +8,042 +0.9%
GFA
22
Gallagher Fiduciary Advisors
Illinois
$33.7M -$2.44M -56,723 -7%
UBS Group
23
UBS Group
Switzerland
$32.9M +$5.85M +136,138 +21%
AI
24
Atria Investments
North Carolina
$32.8M -$4.23M -98,476 -11%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$31.7M -$463K -10,773 -1%