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iShares 0-5 Year Investment Grade Corporate Bond ETF

236 hedge funds and large institutions have $1.23B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.41%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
81
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
26
Global Wealth Management Investment Advisory
Florida
$12.5M +$402K +7,977 +3%
PCIG
27
Partners Capital Investment Group
Massachusetts
$11.8M +$30.6K +606 +0.3%
SC
28
Scotia Capital
Ontario, Canada
$11.7M +$1.33M +26,418 +13%
HIIFS
29
Harel Insurance Investments & Financial Services
Israel
$11.6M +$213K +4,229 +2%
CTA
30
Colonial Trust Advisors
South Carolina
$11.2M +$1.04M +20,571 +10%
HighTower Advisors
31
HighTower Advisors
Illinois
$11M +$49.6K +983 +0.5%
Stifel Financial
32
Stifel Financial
Missouri
$10.8M +$135K +2,671 +1%
Invesco
33
Invesco
Georgia
$9.59M +$9.59M +190,250 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$9.34M -$4.46M -88,402 -32%
IIA
35
Integral Investment Advisors
California
$9.03M +$894K +17,736 +11%
WC
36
Waterloo Capital
Texas
$8.78M +$4.15M +82,354 +90%
Macquarie Group
37
Macquarie Group
Australia
$8.67M
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$8.47M +$22.3K +443 +0.3%
AAS
39
Avantax Advisory Services
Texas
$8.37M -$1.08M -21,351 -11%
Wells Fargo
40
Wells Fargo
California
$7.85M +$650K +12,898 +9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$7.38M -$204K -4,048 -3%
CT
42
Colonial Trust
South Carolina
$7.17M +$556K +11,028 +8%
SC
43
Saiph Capital
New Jersey
$7.14M -$71K -1,407 -1%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$7.05M +$4.72M +93,666 +203%
SF
45
Summit Financial
New Jersey
$6.93M +$2.37M +46,991 +52%
Financial Engines Advisors
46
Financial Engines Advisors
California
$6.69M +$756 +15 +0%
AI
47
Atria Investments
North Carolina
$6.68M -$236K -4,670 -3%
SA
48
Sanctuary Advisors
Indiana
$6.35M -$314K -6,312 -5%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.13M -$149K -2,962 -2%
MML Investors Services
50
MML Investors Services
Massachusetts
$5.72M +$168K +3,332 +3%