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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 %
IIA
101
IPG Investment Advisors
California
$1.37M -$2.69M -54,038 -66%
BAM
102
Berkshire Asset Management
Pennsylvania
$1.35M -$250K -5,012 -16%
LCAM
103
London & Capital Asset Management
United Kingdom
$1.34M – – –
BIA
104
Biondo Investment Advisors
Pennsylvania
$1.28M +$20.1K +405 +2%
OMC
105
Old Mission Capital
Illinois
$1.26M +$1.26M +25,321 New
PA
106
Probity Advisors
Texas
$1.23M -$2.15M -43,311 -64%
WFAG
107
Wescott Financial Advisory Group
Pennsylvania
$1.21M -$73.4K -1,475 -6%
CCAL
108
City Center Advisors LLC
Michigan
$1.2M +$138K +2,783 +13%
GSIAS
109
Garden State Investment Advisory Services
New Jersey
$1.17M +$13.9K +279 +1%
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$1.17M – – –
CPCP
111
Cedar Point Capital Partners
Iowa
$1.13M -$1.24K -25 -0.1%
CA
112
Clune & Associates
Illinois
$1.09M +$1.09M +21,964 New
Bank Julius Baer & Co
113
Bank Julius Baer & Co
Switzerland
$1.07M +$74K +1,349 +7%
OPS
114
Orion Portfolio Solutions
Nebraska
$1.06M -$243K -4,886 -19%
BCI
115
Brinker Capital Investments
Pennsylvania
$1.06M -$243K -4,886 -19%
BHWM
116
Beaird Harris Wealth Management
Texas
$1.05M -$26K -523 -2%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$1.03M – – –
BCA
118
Bay Colony Advisors
Massachusetts
$1.01M +$806K +16,207 +392%
SPC
119
Sigma Planning Corp
Michigan
$986K +$986K +19,816 New
FA
120
FC Advisory
Pennsylvania
$967K +$6.62K +133 +0.7%
RCAG
121
Rehmann Capital Advisory Group
Michigan
$962K +$143K +2,866 +17%
NL
122
NDWM LLC
California
$929K -$517K -10,404 -36%
SA
123
Strategic Advocates
Utah
$900K +$137K +2,760 +18%
JWM
124
JGP Wealth Management
Oregon
$895K +$280K +5,637 +46%
SFO
125
Stokes Family Office
Louisiana
$891K – – –
3 4
5
6 7