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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.05%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
101
Pathstone Family Office
New Jersey
$1.31M +$1.31M +27,654 New
EPP
102
ETF Portfolio Partners
Kansas
$1.3M -$602K -12,695 -32%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$1.23M +$1.23M +25,856 New
BWM
104
Bulltick Wealth Management
Florida
$1.21M
TRIA
105
Trail Ridge Investment Advisors
Colorado
$1.21M +$330K +6,902 +38%
AFP
106
Ausdal Financial Partners
Iowa
$1.2M +$9.72K +205 +0.8%
LWM
107
Laidlaw Wealth Management
New York
$1.2M -$164K -3,455 -12%
Stifel Financial
108
Stifel Financial
Missouri
$1.19M +$413K +8,714 +53%
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$1.17M -$80.6K -1,700 -6%
GIA
110
Gladstone Institutional Advisory
Florida
$1.17M +$247K +5,204 +27%
PAG
111
Private Advisor Group
New Jersey
$1.11M -$126K -2,665 -10%
DWMG
112
DB Wealth Management Group
California
$1.11M -$9.39K -198 -0.8%
BIA
113
Biondo Investment Advisors
Pennsylvania
$1.07M +$29.1K +615 +3%
VIM
114
Vista Investment Management
Pennsylvania
$1.07M +$196K +4,138 +22%
SFO
115
Stokes Family Office
Louisiana
$1.06M +$21.1K +445 +2%
4WM
116
4J Wealth Management
Virginia
$1.02M +$26.8K +566 +3%
RCAG
117
Rehmann Capital Advisory Group
Michigan
$1M +$609K +12,848 +155%
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$1M +$870K +18,355 +656%
Bank Julius Baer & Co
119
Bank Julius Baer & Co
Switzerland
$930K -$14.9K -314 -2%
TA
120
Townsend & Associates
Colorado
$901K -$497K -10,514 -36%
APA
121
American Portfolios Advisors
New York
$887K -$175K -3,690 -16%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$874K +$293K +6,177 +50%
BRWA
123
B. Riley Wealth Advisors
Florida
$850K -$108K -2,276 -11%
Goldman Sachs
124
Goldman Sachs
New York
$849K -$12M -252,437 -93%
MIH
125
Meitav Investment House
Israel
$832K +$832K +17,531 New