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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.65B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+8
Holders Change %
+3.42%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
46
Increased
81
Reduced
88
Closed
32
Calls
$40.9M
Puts
$51K
Net Calls
+$40.9M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
101
Sierra Capital
Florida
$1.8M +$1.3M +27,235 +264%
FCA
102
FinTrust Capital Advisors
South Carolina
$1.68M
Kovitz Investment Group Partners
103
Kovitz Investment Group Partners
Illinois
$1.68M +$498K +10,408 +42%
MCI
104
MRP Capital Investments
Georgia
$1.52M +$1.52M +31,713 New
VIM
105
Vista Investment Management
Pennsylvania
$1.48M +$397K +8,295 +37%
AA
106
Argent Advisors
Louisiana
$1.44M -$255K -5,323 -15%
LTI
107
Laffer Tengler Investments
Tennessee
$1.42M +$58.8K +1,228 +4%
PWG
108
Private Wealth Group
Florida
$1.4M +$1.4M +29,347 New
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.4M +$391K +8,173 +39%
PA
110
PFG Advisors
Arizona
$1.4M +$47.5K +992 +4%
BWM
111
Bulltick Wealth Management
Florida
$1.38M +$157K +3,270 +13%
EPP
112
ETF Portfolio Partners
Kansas
$1.32M +$10.8K +226 +0.8%
TRIA
113
Trail Ridge Investment Advisors
Colorado
$1.3M +$95.8K +2,002 +8%
Stifel Financial
114
Stifel Financial
Missouri
$1.26M +$54.9K +1,148 +5%
LWM
115
Laidlaw Wealth Management
New York
$1.24M +$25.6K +535 +2%
4WM
116
4J Wealth Management
Virginia
$1.15M +$129K +2,697 +13%
GSWM
117
Greenup Street Wealth Management
Michigan
$1.13M +$1.13M +23,624 New
DWMG
118
DB Wealth Management Group
California
$1.12M +$2.3K +48 +0.2%
AWS
119
Atria Wealth Solutions
New York
$1.12M -$502K -10,484 -31%
PWW
120
Pettyjohn Wood & White
Virginia
$1.11M -$1.09M -22,737 -50%
Corient Private Wealth
121
Corient Private Wealth
Florida
$1.1M +$1.1M +22,933 New
BIA
122
Biondo Investment Advisors
Pennsylvania
$1.08M -$2.87K -60 -0.3%
RCAG
123
Rehmann Capital Advisory Group
Michigan
$1.08M +$65.1K +1,360 +6%
SFO
124
Stokes Family Office
Louisiana
$1.07M
TIM
125
Tortoise Investment Management
New York
$1.01M -$568K -11,863 -36%