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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.65B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+8
Holders Change %
+3.42%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
46
Increased
81
Reduced
88
Closed
32
Calls
$40.9M
Puts
$51K
Net Calls
+$40.9M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CP
226
Castleview Partners
Texas
$16.2K
GWM
227
Geneos Wealth Management
Colorado
$14.4K
GEA
228
Glen Eagle Advisors
New Jersey
$13.4K
HNB
229
Huntington National Bank
Ohio
$9.62K
CIAS
230
Capital Investment Advisory Services
North Carolina
$8.38K
CAS
231
Coppell Advisory Solutions
Texas
$7.42K +$7.42K +155 New
CASC
232
Coppell Advisory Solutions Corp
Texas
$7.42K +$7.42K +155 New
FFA
233
Farther Finance Advisors
California
$4.02K +$4.02K +84 New
CSC
234
Caldwell Sutter Capital
California
$3.59K +$3.59K +75 New
William Blair & Company
235
William Blair & Company
Illinois
$3.11K
SFCL
236
Strengthening Families & Communities LLC
Massachusetts
$3K +$53 +1 +2%
KOMWMG
237
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3K +$3K +62 New
PTC
238
Private Trust Company
Ohio
$2K
HCP
239
Hexagon Capital Partners
Arkansas
$1.1K -$12.4K -258 -92%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +20 New
TRCT
241
Tower Research Capital (TRC)
New York
$1K +$1K +30 New
RCM
242
Raleigh Capital Management
North Carolina
$236 -$127K -2,684 -100%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$96 -$41K -855 -100%
Schroder Investment Management Group
244
Schroder Investment Management Group
United Kingdom
-$57.8M -1,218,512 Closed
First Trust Advisors
245
First Trust Advisors
Illinois
-$46.7M -984,340 Closed
SEI Investments
246
SEI Investments
Pennsylvania
-$21.4M -451,919 Closed
New York State Common Retirement Fund
247
New York State Common Retirement Fund
New York
-$17.8M -375,837 Closed
Aberdeen Group
248
Aberdeen Group
United Kingdom
-$14.7M -310,269 Closed
Mirae Asset Global Investments
249
Mirae Asset Global Investments
South Korea
-$14.7M -310,269 Closed
CFO
250
Collective Family Office
Pennsylvania
-$2.59M -54,650 Closed