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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 %
WCFA
126
Walkner Condon Financial Advisors
Wisconsin
$819K +$85.8K +1,809 +12%
SF
127
Summit Financial
New Jersey
$809K -$28.7K -606 -3%
RHBC
128
R.H. Bluestein & Co
Michigan
$806K -$171K -3,600 -17%
MIA
129
MMBG Investment Advisors
Florida
$804K
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$782K -$881K -18,588 -53%
BWA
131
BDO Wealth Advisors
Florida
$735K
WP
132
Wealthspan Partners
Iowa
$726K +$308K +6,496 +74%
HI
133
Harbour Investments
Wisconsin
$716K
BFA
134
Beacon Financial Advisory
Ohio
$677K +$71.3K +1,503 +12%
DI
135
Disciplined Investments
Oklahoma
$668K -$9.34K -197 -1%
CPSC
136
Carl P. Sherr & Co
Massachusetts
$629K -$28.4K -600 -4%
CAWM
137
Capital Advisors Wealth Management
Washington
$607K +$10.1K +212 +2%
SFS
138
Security Financial Services
Indiana
$598K +$12.3K +259 +2%
OCM
139
One Capital Management
California
$594K -$4.69K -99 -0.8%
AIM
140
Alhambra Investment Management
Florida
$554K -$78.2K -1,650 -12%
BCA
141
Bray Capital Advisors
Florida
$554K
TLFA
142
True Link Financial Advisors
California
$546K +$546K +11,515 New
WCG
143
Weaver Consulting Group
California
$500K -$15.2K -321 -3%
UCFA
144
United Capital Financial Advisors
Texas
$494K +$24.4K +515 +5%
SC
145
Sierra Capital
Florida
$489K -$1.93M -40,727 -80%
FWIA
146
Fort Washington Investment Advisors
Ohio
$480K -$88.9K -1,875 -16%
FA
147
FC Advisory
Pennsylvania
$474K -$158K -3,333 -25%
OPS
148
Orion Portfolio Solutions
Nebraska
$474K +$474K +9,991 New
EWM
149
Endowment Wealth Management
Wisconsin
$473K +$46.9K +989 +11%
Creative Planning
150
Creative Planning
Kansas
$472K