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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 %
BIA
101
Biondo Investment Advisors
Pennsylvania
$1.28M -$252 -5 -0%
CPBTD
102
Central Pacific Bank - Trust Division
Hawaii
$1.18M +$20.9K +414 +2%
GSIAS
103
Garden State Investment Advisory Services
New Jersey
$1.17M -$858 -17 -0.1%
CPCP
104
Cedar Point Capital Partners
Iowa
$1.15M +$51.8K +1,027 +5%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.14M +$79.7K +1,580 +8%
BHWM
106
Beaird Harris Wealth Management
Texas
$1.09M +$1.09M +21,655 New
Bank Julius Baer & Co
107
Bank Julius Baer & Co
Switzerland
$1.09M -$70.8K -1,185 -6%
CCAL
108
City Center Advisors LLC
Michigan
$1.08M +$9.53K +189 +0.9%
PCM
109
Prelude Capital Management
New York
$1.05M +$1.05M +20,850 New
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$1.04M
FA
111
FC Advisory
Pennsylvania
$973K +$14.2K +282 +1%
FIM
112
Freedom Investment Management
Connecticut
$940K -$216K -4,283 -19%
Corient Private Wealth
113
Corient Private Wealth
Florida
$912K -$810K -16,070 -47%
SFO
114
Stokes Family Office
Louisiana
$904K -$20.6K -408 -2%
MA
115
Mutual Advisors
Nebraska
$888K -$13.4K -267 -1%
FCM
116
Fortis Capital Management
Washington
$868K +$9.38K +186 +1%
MIA
117
MMBG Investment Advisors
Florida
$855K
OC
118
Oppenheimer & Co
New York
$832K -$372K -7,385 -31%
RCAG
119
Rehmann Capital Advisory Group
Michigan
$831K +$198K +3,930 +31%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$831K -$3.73K -74 -0.4%
WFM
121
Wolff Financial Management
Michigan
$785K +$6.16K +122 +0.8%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$776K -$1.11M -21,911 -59%
SA
123
Strategic Advocates
Utah
$773K -$153K -3,036 -17%
4WM
124
4J Wealth Management
Virginia
$772K -$154K -3,059 -17%
SWM
125
Seed Wealth Management
Illinois
$759K