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iShares 0-5 Year Investment Grade Corporate Bond ETF

236 hedge funds and large institutions have $1.23B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.41%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
81
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
Alterna Wealth Management
Texas
$5.62M +$775K +15,365 +16%
DF
52
DecisionPoint Financial
Arizona
$5.5M -$55.7K -1,104 -1%
MHR
53
Matthew Hamilton Rosenberg
$5.43M +$768K +15,238 +16%
NA
54
NewEdge Advisors
Louisiana
$5.22M +$593K +11,756 +13%
COCM
55
Charter Oak Capital Management
New Hampshire
$5.17M -$136K -2,700 -3%
PAG
56
Private Advisor Group
New Jersey
$5.17M +$267K +5,300 +5%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.8M +$39.7K +788 +0.8%
WA
58
Waverly Advisors
Alabama
$4.79M -$3.49M -69,235 -42%
SC
59
Sierra Capital
Florida
$4.71M -$1.18M -23,335 -20%
RJA
60
Raymond James & Associates
Florida
$4.69M -$29K -576 -0.6%
FCIM
61
Fairview Capital Investment Management
California
$4.13M -$179K -3,550 -4%
IIA
62
IPG Investment Advisors
California
$4.11M +$43.4K +860 +1%
TRIA
63
Trail Ridge Investment Advisors
Colorado
$4.02M +$279K +5,593 +7%
PS
64
Principal Securities
Iowa
$3.8M -$36.3K -720 -0.9%
Jane Street
65
Jane Street
New York
$3.76M -$3.66M -72,619 -49%
AssetMark Inc
66
AssetMark Inc
California
$3.52M +$1.39M +27,624 +65%
P
67
Pitcairn
Pennsylvania
$3.51M +$3.51M +69,603 New
IFS
68
Ifrah Financial Services
Arkansas
$3.46M +$110K +2,181 +3%
PP
69
PrairieView Partners
Minnesota
$3.43M -$556K -11,029 -14%
PA
70
Probity Advisors
Texas
$3.43M -$1.69M -33,504 -33%
RIM
71
Rockbridge Investment Management
New York
$3.38M -$508K -10,082 -13%
Goldman Sachs
72
Goldman Sachs
New York
$3.34M +$323K +6,399 +11%
SWP
73
Stratos Wealth Partners
Ohio
$2.83M +$169K +3,353 +6%
WWM
74
Whalen Wealth Management
Nevada
$2.51M -$336K -6,657 -12%
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.18M -$64.6K -1,281 -3%