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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 %
CM
51
Crestline Management
Texas
$5.5M
RJA
52
Raymond James & Associates
Florida
$5.44M -$138K -2,918 -2%
IIA
53
IPG Investment Advisors
California
$5.34M -$327K -6,891 -6%
SFG
54
StrategIQ Financial Group
Indiana
$5.08M -$1.71M -36,092 -25%
FCIM
55
Fairview Capital Investment Management
California
$4.94M +$2.91M +61,450 +144%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$4.59M +$2.03M +42,868 +79%
FIM
57
Freedom Investment Management
Connecticut
$4.59M -$197K -4,150 -4%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$4.43M -$6.27M -132,310 -59%
SPC
59
Sigma Planning Corp
Michigan
$4.43M -$34.2K -721 -0.8%
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$4.37M -$110K -2,320 -2%
CT
61
Colonial Trust
South Carolina
$3.9M +$3.9M +82,325 New
WFAG
62
Wescott Financial Advisory Group
Pennsylvania
$3.53M -$1.74M -36,769 -33%
PP
63
PrairieView Partners
Minnesota
$3.5M +$726K +15,320 +26%
RIM
64
Rockbridge Investment Management
New York
$3.43M -$76.8K -1,621 -2%
SWM
65
Spire Wealth Management
Virginia
$3.32M -$1.52M -32,086 -31%
ECA
66
Elevated Capital Advisors
Utah
$3.26M +$3.26M +68,697 New
CFGS
67
Concourse Financial Group Securities
Alabama
$3.24M +$70K +1,476 +2%
SC
68
Saiph Capital
New Jersey
$3.2M +$83K +1,752 +3%
AMM
69
American Money Management
California
$3.15M +$58.1K +1,226 +2%
TFA
70
TPG Financial Advisors
Oregon
$3.14M +$265K +5,580 +9%
SC
71
Scotia Capital
Ontario, Canada
$3.08M -$16.3K -344 -0.5%
IFS
72
Ifrah Financial Services
Arkansas
$2.83M +$17.8K +376 +0.6%
EVM
73
Eaton Vance Management
Massachusetts
$2.82M +$9.48K +200 +0.3%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$2.82M -$245K -5,165 -8%
CFO
75
Collective Family Office
Pennsylvania
$2.59M +$615K +12,975 +31%