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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.

New
Increased
Maintained
Reduced
Closed
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 %
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.2M -$41.1K -835 -2%
Comerica Bank
77
Comerica Bank
Texas
$2.11M +$1.36M +27,567 +181%
FCA
78
FinTrust Capital Advisors
South Carolina
$2.1M
AMM
79
American Money Management
California
$2.1M -$37.9K -769 -2%
AssetMark Inc
80
AssetMark Inc
California
$2.08M +$1.03M +20,926 +98%
Mariner
81
Mariner
Kansas
$1.92M -$232K -4,713 -11%
FWM
82
Fonville Wealth Management
Virginia
$1.88M -$6.3K -128 -0.3%
CRC
83
Curi RMB Capital
Illinois
$1.86M -$173K -3,514 -9%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$1.85M +$92.5K +1,878 +5%
VIM
85
Vista Investment Management
Pennsylvania
$1.84M -$229K -4,647 -11%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$1.84M +$804K +16,330 +78%
FPAS
87
Focus Partners Advisor Solutions
Missouri
$1.8M -$6.75K -137 -0.4%
TWC
88
TD Waterhouse Canada
Ontario, Canada
$1.74M -$17.8K -362 -1%
AA
89
Argent Advisors
Louisiana
$1.72M -$66.4K -1,348 -4%
CFG
90
Cosner Financial Group
Colorado
$1.71M -$388K -7,875 -19%
Corient Private Wealth
91
Corient Private Wealth
Florida
$1.68M -$16.6K -337 -1%
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
$1.61M -$251K -5,090 -13%
BAM
93
Berkshire Asset Management
Pennsylvania
$1.58M +$1.58M +32,154 New
OMC
94
Old Mission Capital
Illinois
$1.57M +$1.57M +31,856 New
SMAM
95
Sugar Maple Asset Management
Wisconsin
$1.56M +$24.8K +503 +2%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.55M -$9.51M -193,041 -86%
AAS
97
Ameritas Advisory Services
Nebraska
$1.55M +$138K +2,811 +10%
NL
98
NDWM LLC
California
$1.48M -$152K -3,093 -9%
PWG
99
Private Wealth Group
Florida
$1.45M
LPP
100
Life Planning Partners
Florida
$1.43M -$73.5K -1,493 -5%