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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 19 closing their positions.

Holders
234
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
19
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
51
DecisionPoint Financial
Arizona
$5.48M +$380K +7,629 +7%
MML Investors Services
52
MML Investors Services
Massachusetts
$5.42M +$78.3K +1,589 +1%
COCM
53
Charter Oak Capital Management
New Hampshire
$5.18M -$182K -3,704 -3%
PA
54
Probity Advisors
Texas
$5M -$2.24M -45,408 -31%
PAG
55
Private Advisor Group
New Jersey
$4.78M +$67K +1,361 +1%
AWM
56
Alterna Wealth Management
Texas
$4.73M +$1.88M +38,269 +66%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.65M -$323K -6,549 -6%
RJA
58
Raymond James & Associates
Florida
$4.61M +$481K +9,770 +12%
MHR
59
Matthew Hamilton Rosenberg
$4.54M -$1.21M -24,663 -21%
NA
60
NewEdge Advisors
Louisiana
$4.52M +$3.94M +80,098 +683%
WC
61
Waterloo Capital
Texas
$4.52M +$3.49M +70,931 +341%
SF
62
Summit Financial
New Jersey
$4.46M -$83.7K -1,700 -2%
FCIM
63
Fairview Capital Investment Management
California
$4.21M -$287K -5,824 -6%
IIA
64
IPG Investment Advisors
California
$3.97M +$142K +2,892 +4%
PP
65
PrairieView Partners
Minnesota
$3.9M +$60.7K +1,232 +2%
RIM
66
Rockbridge Investment Management
New York
$3.8M -$25.2K -511 -0.7%
PS
67
Principal Securities
Iowa
$3.74M +$280K +5,685 +8%
TRIA
68
Trail Ridge Investment Advisors
Colorado
$3.69M +$63.1K +1,282 +2%
IFS
69
Ifrah Financial Services
Arkansas
$3.27M +$87.6K +1,779 +3%
Goldman Sachs
70
Goldman Sachs
New York
$2.94M -$47.4K -963 -2%
WWM
71
Whalen Wealth Management
Nevada
$2.78M +$2.78M +56,404 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$2.74M +$142K +2,884 +5%
SWP
73
Stratos Wealth Partners
Ohio
$2.6M -$54K -1,096 -2%
IAIM
74
International Assets Investment Management
Florida
$2.28M +$172K +3,484 +8%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$2.27M +$92.9K +1,887 +4%