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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$40.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$285K
3
Invesco
3
Invesco
Georgia
$0
4
RWA
4
River Wealth Advisors
Pennsylvania
$7.87M
5
UBS Group
5
UBS Group
Switzerland
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDP
26
Financiere des Professionnels
Quebec, Canada
$12.7M -$711K -14,300 -5%
HIIFS
27
Harel Insurance Investments & Financial Services
Israel
$11.6M +$192K +3,855 +2%
SC
28
Scotia Capital
Ontario, Canada
$11.5M -$31.2K -627 -0.3%
CTA
29
Colonial Trust Advisors
South Carolina
$11.5M +$481K +9,679 +4%
Renaissance Technologies
30
Renaissance Technologies
New York
$11.4M -$1.36M -27,378 -11%
Stifel Financial
31
Stifel Financial
Missouri
$10.9M +$241K +4,847 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$10.9M -$20.3K -408 -0.2%
Osaic Holdings
33
Osaic Holdings
Arizona
$10.1M -$3.87M -77,801 -28%
WC
34
Waterloo Capital
Texas
$9.98M +$1.32M +26,542 +15%
IIA
35
Integral Investment Advisors
California
$9.93M +$1.03M +20,688 +12%
PCIG
36
Partners Capital Investment Group
Massachusetts
$9.81M -$1.84M -37,089 -16%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$9.34M +$991K +19,919 +12%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$9.31M +$98K +1,971 +1%
Macquarie Group
39
Macquarie Group
Australia
$8.55M – – –
RWA
40
River Wealth Advisors
Pennsylvania
$7.87M -$8.07M -162,249 -51%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$7.62M +$340K +6,829 +5%
CT
42
Colonial Trust
South Carolina
$7.45M +$377K +7,577 +5%
SF
43
Summit Financial
New Jersey
$7.32M +$484K +9,733 +7%
SC
44
Saiph Capital
New Jersey
$7.09M +$47.1K +947 +0.7%
IFS
45
Ifrah Financial Services
Arkansas
$7.05M +$3.64M +73,200 +107%
AAS
46
Avantax Advisory Services
Texas
$6.84M -$1.41M -28,402 -17%
SC
47
Sierra Capital
Florida
$6.7M +$2.05M +41,186 +44%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$6.66M -$289K -5,817 -4%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.53M +$488K +9,805 +8%
AI
50
Atria Investments
North Carolina
$6.45M -$139K -2,804 -2%
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