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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

244 hedge funds and large institutions have $1.31B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
3.25%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
31
Increased
88
Reduced
79
Closed
17
Calls
$429K
Puts
$1.01M
Net Calls
-$580K
Net Calls Change
+$1.83M

Top Buyers

1
MCM
MAI Capital Management
Ohio
$39.9M
2
VAMG
Voisard Asset Management Group
Michigan
$22.7M
3
GSWM
Greenup Street Wealth Management
Michigan
$31.4M
4
LPL Financial
LPL Financial
California
$50.6M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$41.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$40.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$285K
3
Invesco
Invesco
Georgia
$0
4
RWA
River Wealth Advisors
Pennsylvania
$7.87M
5
UBS Group
UBS Group
Switzerland
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
226
Sound Income Strategies
Florida
$14.7K – – –
William Blair & Company
227
William Blair & Company
Illinois
$13.4K -$49.7K -1,000 -79%
GWM
228
Geneos Wealth Management
Colorado
$9.95K – – –
LFG
229
Larson Financial Group
Missouri
$9.55K – – –
PFA
230
Pathway Financial Advisers
Indiana
$9.3K – – –
BSB
231
Bangor Savings Bank
Maine
$8.71K – – –
AF
232
Allworth Financial
California
$8.63K +$8.63K +173 New
Fidelity Investments
233
Fidelity Investments
Massachusetts
$7.33K -$2.34K -47 -24%
ACA
234
Aptus Capital Advisors
Alabama
$5.05K – – –
NEAM
235
New England Asset Management
Connecticut
$4.97K – – –
IRC
236
Investors Research Corp
Georgia
$4.58K – – –
CAS
237
Coppell Advisory Solutions
Texas
$4.23K – – –
CSC
238
Caldwell Sutter Capital
California
$3.73K – – –
SFCL
239
Strengthening Families & Communities LLC
Massachusetts
$3K +$49 +1 +2%
FFA
240
Farther Finance Advisors
California
$2.14K – – –
EWM
241
EPG Wealth Management
Georgia
$1.84K – – –
HCP
242
Hexagon Capital Partners
Arkansas
$1.14K – – –
RFG
243
REAP Financial Group
Texas
$553 -$2.46K -49 -82%
EWA
244
EverSource Wealth Advisors
Alabama
$99 +$99 +2 New
HNB
245
Huntington National Bank
Ohio
$50 -$50 – –
Invesco
246
Invesco
Georgia
– -$9.59M -190,250 Closed
P
247
Pitcairn
Pennsylvania
– -$3.51M -69,603 Closed
PCM
248
Prelude Capital Management
New York
– -$1.05M -20,850 Closed
FAT
249
First American Trust
California
– -$310K -6,142 Closed
GLA
250
Good Life Advisors
Pennsylvania
– -$307K -6,084 Closed
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