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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.65B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+8
Holders Change %
+3.42%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
46
Increased
81
Reduced
88
Closed
32
Calls
$40.9M
Puts
$51K
Net Calls
+$40.9M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Shares
Change %
IIA
51
IPG Investment Advisors
California
$5.92M +$533K +11,137 +10%
CAN
52
Cetera Advisor Networks
California
$5.64M +$86K +1,796 +2%
FIM
53
Freedom Investment Management
Connecticut
$5.62M +$989K +20,668 +21%
CM
54
Crestline Management
Texas
$5.55M
API
55
Advisor Partners II
California
$5.5M +$5.5M +114,949 New
EWA
56
Evolution Wealth Advisors
Florida
$5.49M +$5.49M +114,610 New
Renaissance Technologies
57
Renaissance Technologies
New York
$5.48M +$5.48M +114,500 New
Jane Street
58
Jane Street
New York
$5.26M -$28.3M -591,325 -84%
DF
59
DecisionPoint Financial
Arizona
$5.18M +$5.18M +108,215 New
HWMA
60
Heritage Wealth Management (Arizona)
Arizona
$4.8M +$2.39M +49,851 +99%
DWA
61
Divergent Wealth Advisors
Utah
$4.72M +$4.72M +98,657 New
SFG
62
StrategIQ Financial Group
Indiana
$4.57M -$560K -11,710 -11%
BlackRock
63
BlackRock
New York
$4.3M +$2.18M +45,470 +102%
FCIM
64
Fairview Capital Investment Management
California
$4.22M -$766K -16,000 -15%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$4.01M -$1.52M -31,567 -27%
BCG
66
Breakwater Capital Group
New Jersey
$3.96M +$3.96M +82,809 New
CT
67
Colonial Trust
South Carolina
$3.96M +$19.4K +405 +0.5%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.92M -$721K -15,066 -16%
Goldman Sachs
69
Goldman Sachs
New York
$3.89M +$3.03M +63,271 +353%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$3.77M -$697K -14,566 -16%
TWC
71
TD Waterhouse Canada
Ontario, Canada
$3.75M -$1.87M -38,916 -33%
TFA
72
TPG Financial Advisors
Oregon
$3.68M +$514K +10,730 +16%
SC
73
Saiph Capital
New Jersey
$3.64M +$413K +8,629 +13%
SC
74
Scotia Capital
Ontario, Canada
$3.63M +$517K +10,809 +17%
RIM
75
Rockbridge Investment Management
New York
$3.61M +$156K +3,257 +5%