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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.05%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$14.7M
Aberdeen Group
27
Aberdeen Group
United Kingdom
$14.7M
CFD
28
Creative Financial Designs
Indiana
$14.1M +$1.76M +37,236 +14%
RWA
29
River Wealth Advisors
Pennsylvania
$13.2M +$945K +19,942 +8%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$12.8M +$190K +4,000 +1%
CNB
31
Camden National Bank
Maine
$12.7M -$605K -12,765 -5%
BMM
32
Buffington Mohr McNeal
Idaho
$12.5M -$2.33M -49,092 -16%
GWM
33
GDS Wealth Management
Texas
$11.9M +$284K +5,989 +2%
IIA
34
Integral Investment Advisors
California
$9.89M +$3.44M +72,677 +53%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$9.51M +$7.85M +165,390 +474%
NA
36
NewEdge Advisors
Louisiana
$8.73M +$1.68M +35,530 +24%
Financial Engines Advisors
37
Financial Engines Advisors
California
$8.72M +$691K +14,574 +9%
AssetMark Inc
38
AssetMark Inc
California
$8.71M +$1.05M +22,238 +14%
COCM
39
Charter Oak Capital Management
New Hampshire
$8.63M -$970K -20,466 -10%
Wells Fargo
40
Wells Fargo
California
$8.29M +$1.66M +35,102 +25%
MML Investors Services
41
MML Investors Services
Massachusetts
$8.08M +$3.5M +73,753 +76%
GWMIA
42
Global Wealth Management Investment Advisory
Florida
$8.01M +$321K +6,773 +4%
SI
43
Stephens Inc
Arkansas
$7.54M -$1.58M -33,339 -17%
MYLI
44
Meiji Yasuda Life Insurance
Japan
$7.41M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$7.32M +$49.8K +1,050 +0.7%
WFM
46
Wolff Financial Management
Michigan
$7.11M +$476K +10,039 +7%
CTA
47
Colonial Trust Advisors
South Carolina
$6.53M +$6.53M +137,853 New
MHR
48
Matthew Hamilton Rosenberg
$6.1M -$177K -3,740 -3%
TWC
49
TD Waterhouse Canada
Ontario, Canada
$5.57M -$353K -7,404 -6%
CAN
50
Cetera Advisor Networks
California
$5.5M -$33.5K -706 -0.6%