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iShares 0-5 Year Investment Grade Corporate Bond ETF

228 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.6%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
22
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
26
Curi Wealth Management
North Carolina
$13.1M +$829K +17,198 +7%
CNB
27
Camden National Bank
Maine
$12.2M -$16.8K -348 -0.1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$11.8M +$1.41M +29,207 +14%
IIA
29
Integral Investment Advisors
California
$11.8M +$317K +6,570 +3%
GWMIA
30
Global Wealth Management Investment Advisory
Florida
$10.3M +$902K +18,712 +10%
BI
31
Bramshill Investments
Florida
$8.8M -$156K -3,236 -2%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$8.76M -$958K -19,861 -10%
MHR
33
Matthew Hamilton Rosenberg
$7.95M -$855K -17,734 -10%
COCM
34
Charter Oak Capital Management
New Hampshire
$7.74M -$450K -9,328 -5%
Stifel Financial
35
Stifel Financial
Missouri
$7.67M +$2.23M +46,170 +41%
BMM
36
Buffington Mohr McNeal
Idaho
$7.62M -$377K -7,828 -5%
Financial Engines Advisors
37
Financial Engines Advisors
California
$7.55M +$436K +9,037 +6%
MYLI
38
Meiji Yasuda Life Insurance
Japan
$7.54M
MML Investors Services
39
MML Investors Services
Massachusetts
$7.03M -$495K -10,259 -7%
CTA
40
Colonial Trust Advisors
South Carolina
$6.92M +$518K +10,742 +8%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.56M +$6.28M +130,214 +2,201%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$6.39M +$1.55M +32,114 +32%
Wells Fargo
43
Wells Fargo
California
$6.35M +$87.6K +1,818 +1%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$6.26M +$4.28M +88,760 +216%
GSWM
45
Greenup Street Wealth Management
Michigan
$5.82M -$685K -14,214 -11%
DAS
46
Dynamic Advisor Solutions
Arizona
$5.51M -$6.9M -143,071 -56%
CAN
47
Cetera Advisor Networks
California
$5.5M -$60.7K -1,260 -1%
AssetMark Inc
48
AssetMark Inc
California
$5.44M +$4.43M +91,948 +441%
IIA
49
IPG Investment Advisors
California
$5.39M -$308K -6,382 -5%
SC
50
Saiph Capital
New Jersey
$5.19M +$387K +8,027 +8%