PIMCO 0-5 Year High Yield Corporate Bond Index Fund

HYS • ARCA

PIMCO 0-5 Year High Yield Corporate Bond Index Fund is an exchange-traded fund on ARCA. As of Q3 2025, 231 institutional investors hold shares in this ETF, with total holdings valued at $787.1M. MORGAN STANLEY is the largest holder with a position valued at $69.9M.

Overview

Overview of institutional ownership in HYS as of Q3 2025

All Institutions

Institutions: 231
Value Held: $787.1M
Shares Held: 8.2M
Avg Position: $3.4M
Median Position: $508.5K

Hedge Funds

Hedge Funds: 2
Value Held: $2.4M
Shares Held: 25.5K
Avg Position: $1.2M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in HYS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$69.9M 0.00% of portfolio	730.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$62.8M 0.13% of portfolio	655.9K shares	Q2 2014 Held for 11y 5m	$46.5B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$51.0M 0.01% of portfolio	533.1K shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$31.9M 0.02% of portfolio	333.4K shares	≤ Q2 2013 Held for 12y 5m+	$164.83B
Mid-American Wealth Advisory Group, Inc. RIA/Wealth	Mark Stephen Falter President	$31.1M 14.80% of portfolio	325.2K shares	Q3 2024 Held for 1y 2m	$210.2M
L LPL Financial LLC Institution	-	$30.2M 0.01% of portfolio	316.0K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$27.5M 0.03% of portfolio	287.0K shares	Q4 2020 Held for 4y 11m	$85.4B
R Resources Investment Advisors, Inc. Pension/Endowment	Vincent Lee Morris President	$24.4M 0.25% of portfolio	254.7K shares	Q3 2022 Held for 3y 2m	$9.6B
CWM, LLC RIA/Wealth	George Burton White CEO	$22.3M 0.07% of portfolio	233.6K shares	Q4 2021 Held for 3y 11m	$31.5B
Financial Management Professionals, Inc. RIA/Wealth	Marc Lester Hixson Owner	$20.8M 2.17% of portfolio	217.4K shares	Q3 2020 Held for 5y 2m	$960.6M

Net Capital Flow

Institutional buying and selling activity for HYS in Q3 2025

Traded: −$4.3M
Buyers: 134
Sellers: 70
Total Bought: +$72.3M
Total Sold: −$76.7M
Avg Position: $3.2M

Biggest Buyers

Institution	Net Bought	Current Position
Change Path, LLC RIA/Wealth	+$7.0M +72.7K shares	$10.7M 112.1K shares
T Tennessee Valley Asset Management Partners Institution	+$5.9M +61.5K shares	$5.9M 61.5K shares
BANK OF NOVA SCOTIA / Institution	+$5.5M +57.9K shares	$5.5M 57.9K shares
R Resources Investment Advisors, Inc. Pension/Endowment	+$3.6M +37.8K shares	$24.4M 254.7K shares
MORGAN STANLEY RIA/Wealth	+$3.5M +36.8K shares	$69.9M 730.6K shares
M Man Group plc Institution	+$2.5M +26.1K shares	$11.3M 118.2K shares
Precision Wealth Strategies, LLC RIA/Wealth	+$2.4M +25.1K shares	$2.4M 25.1K shares
TD PRIVATE CLIENT WEALTH LLC RIA/Wealth	+$2.2M +23.5K shares	$17.4M 182.2K shares
L LPL Financial LLC Institution	+$2.1M +22.4K shares	$30.2M 316.0K shares
Cetera Investment Advisers RIA/Wealth	+$1.8M +19.3K shares	$27.5M 287.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
A Allianz Asset Management AG Institution	−$58.7M −613.6K shares	$9.0M 93.9K shares
Graves-Light Private Wealth Management, Inc. RIA/Wealth	−$5.9M −62.5K shares	Sold Off 0 shares
P Proficio Capital Partners LLC Family Office	−$2.9M −2.9M shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.4M −14.1K shares	$1.8M 18.5K shares
N NATIONAL BANK OF CANADA /FI/ Institution	−$827.6K −8.7K shares	$938.2K 9.8K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$757.5K −7.9K shares	$11.2M 117.1K shares
G GTS SECURITIES LLC Institution	−$722.1K −7.6K shares	Sold Off 0 shares
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution	−$592.0K −6.2K shares	$2.2M 23.1K shares
Burns Wealth Management, Inc. RIA/Wealth	−$554.4K −5.8K shares	$5.9M 61.8K shares
UBS Group AG Institution	−$456.6K −4.8K shares	$20.1M 210.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HYS in Q3 2025

New Positions: 14
New Value: $2.9M
Exited Positions: 13
Exited Value: $10.5M

New Positions

Institution	Position Value
BAM Wealth Management, LLC RIA/Wealth	$530.4K 5.5K shares
Keystone Wealth Services, LLC RIA/Wealth	$464.1K 4.9K shares
S Strategic Financial Concepts, LLC RIA/Wealth	$409.8K 4.3K shares
T TCFG WEALTH MANAGEMENT, LLC Institution	$263.9K 2.8K shares
Wealth Advisors of Tampa Bay, LLC RIA/Wealth	$255.9K 2.7K shares
Yukon Wealth Management, Inc. RIA/Wealth	$250.0K 2.6K shares
Buckingham Strategic Partners RIA/Wealth	$247.2K 2.6K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$225.3K 2.4K shares
CX Institutional RIA/Wealth	$185.3K 1.9K shares
P Permanens Capital L.P. Institution	$49.1K 513.0 shares

Exited Positions

Institution	Previous Position
Graves-Light Private Wealth Management, Inc. RIA/Wealth	$5.9M 62.5K shares
P Proficio Capital Partners LLC Family Office	$2.9M 2.9M shares
G GTS SECURITIES LLC Institution	$722.1K 7.6K shares
Gateway Wealth Partners, LLC RIA/Wealth	$310.4K 3.3K shares
S Standard Life Aberdeen plc Institution	$271.7K 2.9K shares
Csenge Advisory Group RIA/Wealth	$222.3K 2.4K shares
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Institution	$80.8K 850.0 shares
FIRST FINANCIAL HOLDINGS, INC. Institution	$12.7K 134.0 shares
Northwest Capital Management Inc RIA/Wealth	$10.3K 108.0 shares
A AMERIFLEX GROUP, INC. Institution	$9.4K 99.0 shares

Options Activity

Institutions with the largest Call and Put options positions in HYS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with HYS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Mid-American Wealth Advisory Group, Inc. RIA/Wealth	Mark Stephen Falter President	14.80% $31.1M	325.2K shares	Q3 2024 Held for 1y 2m	$210.2M
C Capital Management Associates, Inc RIA/Wealth	Gregory Alan Stroh CEO	3.61% $13.4M	139.7K shares	Q4 2023 Held for 1y 11m	$370.0M
Financial Management Professionals, Inc. RIA/Wealth	Marc Lester Hixson Owner	2.17% $20.8M	217.4K shares	Q3 2020 Held for 5y 2m	$960.6M
SEAMOUNT FINANCIAL GROUP INC RIA/Wealth	Rebecca Luzzi Colafrancesco President	1.96% $4.2M	43.5K shares	Q4 2023 Held for 1y 11m	$211.8M
Authentikos Wealth Advisory, LLC RIA/Wealth	Jared M Elson CEO	1.62% $2.2M	23.1K shares	Q2 2024 Held for 1y 5m	$136.5M
BHK Investment Advisors, LLC RIA/Wealth	Meredyth Roberts Hazzard CEO	1.50% $4.0M	41.9K shares	Q4 2017 Held for 7y 11m	$267.7M
Strategic Advocates LLC RIA/Wealth	John Reed Mickelson Managing Partner	1.44% $5.5M	57.8K shares	Q3 2023 Held for 2y 2m	$384.0M
RMR Wealth Builders RIA/Wealth	Ryan Patrick Degrau CEO	1.40% $16.7M	174.8K shares	Q4 2021 Held for 3y 11m	$1.2B
Friedenthal Financial RIA/Wealth	Mark Friedenthal President	1.31% $2.5M	26.5K shares	Q1 2021 Held for 4y 8m	$193.7M
CONDOR CAPITAL MANAGEMENT RIA/Wealth	Kenneth Paul Schapiro CEO	1.25% $15.2M	159.1K shares	Q4 2018 Held for 6y 11m	$1.2B

Hedge Fund Spotlight

Discover hedge funds investing in HYS

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in PIMCO 0-5 Year High Yield Corporate Bond Index Fund

Market Value: $1.8M
Shares Held: 18.5K
Portfolio Weight: 0.00%
Owned Since: 2017-Q4

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%