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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 %
Comerica Bank
76
Comerica Bank
Texas
$2.15M -$12.2K -241 -0.6%
FCA
77
FinTrust Capital Advisors
South Carolina
$2.05M -$101K -2,011 -5%
AMM
78
American Money Management
California
$2M -$148K -2,940 -7%
FWM
79
Fonville Wealth Management
Virginia
$1.98M +$47.7K +945 +2%
FPAS
80
Focus Partners Advisor Solutions
Missouri
$1.92M +$75.8K +1,503 +4%
VIM
81
Vista Investment Management
Pennsylvania
$1.88M -$2.12K -42 -0.1%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.86M -$34K -674 -2%
AA
83
Argent Advisors
Louisiana
$1.85M +$85.3K +1,691 +5%
CRC
84
Curi RMB Capital
Illinois
$1.85M -$53.7K -1,064 -3%
TWC
85
TD Waterhouse Canada
Ontario, Canada
$1.76M -$17.1K -340 -1%
Mariner
86
Mariner
Kansas
$1.75M -$220K -4,354 -11%
CFG
87
Cosner Financial Group
Colorado
$1.75M
AAS
88
Ameritas Advisory Services
Nebraska
$1.74M +$158K +3,127 +10%
SMAM
89
Sugar Maple Asset Management
Wisconsin
$1.61M +$15.1K +300 +0.9%
BAM
90
Berkshire Asset Management
Pennsylvania
$1.58M
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
$1.58M -$70.8K -1,403 -4%
LPP
92
Life Planning Partners
Florida
$1.48M +$23.2K +461 +2%
PWG
93
Private Wealth Group
Florida
$1.48M
NL
94
NDWM LLC
California
$1.47M -$44.2K -877 -3%
Truist Financial
95
Truist Financial
North Carolina
$1.45M +$46.2K +917 +3%
LCAM
96
London & Capital Asset Management
United Kingdom
$1.36M
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$1.34M -$1.46M -28,991 -52%
BCI
98
Brinker Capital Investments
Pennsylvania
$1.33M +$573K +11,365 +76%
OPS
99
Orion Portfolio Solutions
Nebraska
$1.33M +$573K +11,365 +76%
WFAG
100
Wescott Financial Advisory Group
Pennsylvania
$1.3M -$16.1K -320 -1%