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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 %
DC
251
Davenport & Co
Virginia
-$1.5M -31,640 Closed
AFP
252
Ausdal Financial Partners
Iowa
-$1.2M -25,384 Closed
TA
253
Townsend & Associates
Colorado
-$901K -19,076 Closed
OCM
254
One Capital Management
California
-$594K -12,533 Closed
BCA
255
Bray Capital Advisors
Florida
-$554K -11,695 Closed
EWM
256
Endowment Wealth Management
Wisconsin
-$473K -9,977 Closed
Creative Planning
257
Creative Planning
Kansas
-$472K -9,959 Closed
Bank of Nova Scotia
258
Bank of Nova Scotia
Ontario, Canada
-$398K -8,408 Closed
Bank of New York Mellon
259
Bank of New York Mellon
New York
-$397K -8,371 Closed
ACM
260
Ayrshire Capital Management
Connecticut
-$337K -7,100 Closed
WFG
261
Wills Financial Group
Virginia
-$300K -6,335 Closed
BEC
262
Blue Edge Capital
Virginia
-$280K -5,897 Closed
CWM
263
Centric Wealth Management
Illinois
-$274K -5,779 Closed
CW
264
CreativeOne Wealth
Kansas
-$268K -5,656 Closed
RA
265
RFG Advisory
Alabama
-$222K -4,706 Closed
SS
266
Simplicity Solutions
Minnesota
-$204K -4,303 Closed
BF
267
BOK Financial
Oklahoma
-$203K -4,268 Closed
CTC
268
Central Trust Company
Missouri
-$130K -2,750 Closed
ANBT
269
American National Bank & Trust
Texas
-$74K -1,561 Closed
AWM
270
Avior Wealth Management
Nebraska
-$70K -1,487 Closed
EIP
271
Ellis Investment Partners
Pennsylvania
-$29K -615 Closed
TWA
272
TCI Wealth Advisors
Arizona
-$21K -438 Closed
BNP Paribas Financial Markets
273
BNP Paribas Financial Markets
France
-$16.5K -349 Closed
CQS
274
Credential Qtrade Securities
-$4.83K -102 Closed
FHA
275
First Horizon Advisors
Tennessee
-$4K -90 Closed