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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 %
MF
76
Montis Financial
Massachusetts
$2.32M +$2.32M +46,565 New
TPW
77
Turn8 Private Wealth
$2.23M +$2.23M +44,884 New
AAS
78
Ameritas Advisory Services
Nebraska
$2.18M +$457K +9,197 +27%
Comerica Bank
79
Comerica Bank
Texas
$2.15M +$28.4K +570 +1%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.14M -$12.6K -254 -0.6%
IAIM
81
International Assets Investment Management
Florida
$2.13M +$2.13M +42,848 New
AssetMark Inc
82
AssetMark Inc
California
$1.96M -$1.51M -30,390 -44%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$1.96M +$125K +2,517 +7%
VIM
84
Vista Investment Management
Pennsylvania
$1.92M +$66.4K +1,334 +4%
CRC
85
Curi RMB Capital
Illinois
$1.89M +$65K +1,306 +4%
AMM
86
American Money Management
California
$1.88M -$90.9K -1,828 -5%
TWC
87
TD Waterhouse Canada
Ontario, Canada
$1.74M +$1.14K +23 +0.1%
KFG
88
Kelly Financial Group
Connecticut
$1.73M +$1.73M +34,797 New
CFG
89
Cosner Financial Group
Colorado
$1.72M – – –
FPAS
90
Focus Partners Advisor Solutions
Missouri
$1.71M -$185K -3,724 -10%
Mariner
91
Mariner
Kansas
$1.63M -$96.4K -1,938 -6%
AA
92
Argent Advisors
Louisiana
$1.6M -$220K -4,425 -12%
SMAM
93
Sugar Maple Asset Management
Wisconsin
$1.55M -$38.3K -770 -2%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$1.54M +$1.49M +30,010 +2,922%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$1.52M +$201K +4,047 +15%
PWG
96
Private Wealth Group
Florida
$1.46M – – –
PP
97
PrairieView Partners
Minnesota
$1.45M -$1.93M -38,895 -57%
LPP
98
Life Planning Partners
Florida
$1.45M -$13.4K -269 -0.9%
Truist Financial
99
Truist Financial
North Carolina
$1.45M +$19.2K +385 +1%
CSP
100
Cary Street Partners
Virginia
$1.4M +$1.4M +28,242 New
2 3
4
5 6