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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.

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 %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$1.42M +$38.1K +774 +3%
DAS
102
Dynamic Advisor Solutions
Arizona
$1.41M -$1.49M -30,235 -51%
Truist Financial
103
Truist Financial
North Carolina
$1.37M +$120K +2,428 +10%
LCAM
104
London & Capital Asset Management
United Kingdom
$1.32M
AFG
105
Atomi Financial Group
New York
$1.29M -$116K -2,365 -8%
WFAG
106
Wescott Financial Advisory Group
Pennsylvania
$1.29M -$29.9K -607 -2%
BIA
107
Biondo Investment Advisors
Pennsylvania
$1.25M +$44.6K +905 +4%
OC
108
Oppenheimer & Co
New York
$1.18M -$33.1K -672 -3%
GSIAS
109
Garden State Investment Advisory Services
New Jersey
$1.15M +$152K +3,088 +15%
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$1.14M
FIM
111
Freedom Investment Management
Connecticut
$1.13M -$110K -2,241 -9%
CPCP
112
Cedar Point Capital Partners
Iowa
$1.07M +$210K +4,255 +24%
KAS
113
Kestra Advisory Services
Texas
$1.07M -$124K -2,511 -10%
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$1.06M -$120K -2,185 -10%
CCAL
115
City Center Advisors LLC
Michigan
$1.04M
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$97.1K +1,972 +10%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$1.02M
FTUS
118
Flow Traders U.S.
New York
$987K +$599K +12,163 +155%
FA
119
FC Advisory
Pennsylvania
$937K +$509K +10,329 +119%
4WM
120
4J Wealth Management
Virginia
$905K -$77.8K -1,580 -8%
SA
121
Strategic Advocates
Utah
$904K +$21K +426 +2%
SFO
122
Stokes Family Office
Louisiana
$903K
MA
123
Mutual Advisors
Nebraska
$896K -$64.7K -1,303 -7%
DI
124
Disciplined Investments
Oklahoma
$849K +$246 +5 +0%
FCM
125
Fortis Capital Management
Washington
$839K +$11.1K +226 +1%