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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

244 hedge funds and large institutions have $1.31B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
3.25%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
31
Increased
88
Reduced
79
Closed
17
Calls
$429K
Puts
$1.01M
Net Calls
-$580K
Net Calls Change
+$1.83M

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$39.9M
2
VAMG
2
Voisard Asset Management Group
Michigan
$22.7M
3
GSWM
3
Greenup Street Wealth Management
Michigan
$31.4M
4
LPL Financial
4
LPL Financial
California
$50.6M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$41.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$40.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$285K
3
Invesco
3
Invesco
Georgia
$0
4
RWA
4
River Wealth Advisors
Pennsylvania
$7.87M
5
UBS Group
5
UBS Group
Switzerland
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
51
Financial Engines Advisors
California
$6.42M -$173K -3,470 -3%
MML Investors Services
52
MML Investors Services
Massachusetts
$6.12M +$479K +9,635 +8%
FTUS
53
Flow Traders U.S.
New York
$5.79M +$5.79M +116,347 New
AWM
54
Alterna Wealth Management
Texas
$5.76M +$220K +4,422 +4%
DF
55
DecisionPoint Financial
Arizona
$5.46M +$32.9K +661 +0.6%
PAG
56
Private Advisor Group
New Jersey
$5.27M +$173K +3,476 +3%
MHR
57
Matthew Hamilton Rosenberg
$5.24M -$115K -2,305 -2%
WA
58
Waverly Advisors
Alabama
$5.14M +$411K +8,258 +9%
COCM
59
Charter Oak Capital Management
New Hampshire
$4.88M -$222K -4,472 -4%
Wells Fargo
60
Wells Fargo
California
$4.84M -$2.9M -58,324 -37%
NA
61
NewEdge Advisors
Louisiana
$4.65M -$498K -10,010 -10%
TRIA
62
Trail Ridge Investment Advisors
Colorado
$4.09M +$93.1K +1,871 +2%
FCIM
63
Fairview Capital Investment Management
California
$4.08M +$9.95K +200 +0.2%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$4.04M -$691K -13,896 -15%
SA
65
Sanctuary Advisors
Indiana
$4.04M -$2.34M -46,715 -37%
WWM
66
Whalen Wealth Management
Nevada
$4.03M +$1.56M +31,288 +63%
PS
67
Principal Securities
Iowa
$3.97M +$226K +4,544 +6%
OO
68
Obsido Oy
$3.26M +$3.26M +65,505 New
RIM
69
Rockbridge Investment Management
New York
$3.21M -$123K -2,482 -4%
Goldman Sachs
70
Goldman Sachs
New York
$2.97M -$318K -6,399 -10%
OFP
71
OFC Financial Planning
New Jersey
$2.66M +$2.66M +53,571 New
SNWA
72
Siligmueller & Norvid Wealth Advisors
Illinois
$2.63M +$2.63M +52,954 New
SWP
73
Stratos Wealth Partners
Ohio
$2.63M -$157K -3,156 -6%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$2.4M +$1.28M +25,724 +114%
FWM
75
Fonville Wealth Management
Virginia
$2.33M +$382K +7,688 +20%
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