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iShares 0-5 Year Investment Grade Corporate Bond ETF

232 hedge funds and large institutions have $1.47B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-10
Holders Change %
-4.13%
% of All Funds
3.71%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
25
Increased
80
Reduced
91
Closed
31
Calls
$428K
Puts
$34K
Net Calls
+$394K
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$4.88M -$1.24M -25,545 -20%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.87M +$1.05M +21,624 +27%
SC
53
Saiph Capital
New Jersey
$4.83M +$1.14M +23,588 +31%
SFG
54
StrategIQ Financial Group
Indiana
$4.71M +$79.8K +1,647 +2%
RJA
55
Raymond James & Associates
Florida
$4.66M +$1.33M +27,474 +40%
FCIM
56
Fairview Capital Investment Management
California
$4.11M -$170K -3,500 -4%
CT
57
Colonial Trust
South Carolina
$4.07M +$56.8K +1,171 +1%
BCG
58
Breakwater Capital Group
New Jersey
$4.07M +$51.1K +1,055 +1%
OCM
59
One Capital Management
California
$3.71M +$3.71M +76,614 New
RIM
60
Rockbridge Investment Management
New York
$3.59M -$69K -1,423 -2%
SC
61
Scotia Capital
Ontario, Canada
$3.51M -$165K -3,400 -4%
Renaissance Technologies
62
Renaissance Technologies
New York
$3.34M -$2.21M -45,600 -40%
SPC
63
Sigma Planning Corp
Michigan
$3.31M +$26.8K +553 +0.8%
CFGS
64
Concourse Financial Group Securities
Alabama
$3.17M -$33.8K -697 -1%
SC
65
Sierra Capital
Florida
$3.12M +$1.3M +26,887 +72%
GLR
66
Great Lakes Retirement
Ohio
$3.1M +$3.1M +63,948 New
ECA
67
Elevated Capital Advisors
Utah
$3.1M +$91.8K +1,893 +3%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2.99M -$1.06M -21,786 -26%
Corient Private Wealth
69
Corient Private Wealth
Florida
$2.87M +$1.76M +36,314 +158%
CBC
70
Coombe, Bender & Co
New York
$2.87M +$250K +5,150 +10%
IFS
71
Ifrah Financial Services
Arkansas
$2.87M +$145 +3 +0%
NA
72
NewEdge Advisors
Louisiana
$2.84M -$6.23M -128,342 -69%
PP
73
PrairieView Partners
Minnesota
$2.71M -$262K -5,396 -9%
Lido Advisors
74
Lido Advisors
California
$2.69M +$1.77M +36,520 +192%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$2.65M -$772K -15,922 -23%