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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 %
Truist Financial
126
Truist Financial
North Carolina
$967K -$797K -16,643 -45%
CWM
127
Comprehensive Wealth Management
Washington
$952K +$711K +14,858 +295%
Bank Julius Baer & Co
128
Bank Julius Baer & Co
Switzerland
$930K -$8.66K -181 -0.9%
Lido Advisors
129
Lido Advisors
California
$912K +$912K +19,063 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$897K +$13.8K +289 +2%
BRWA
131
B. Riley Wealth Advisors
Florida
$879K +$21.3K +445 +2%
DI
132
Disciplined Investments
Oklahoma
$860K +$185K +3,871 +27%
CFAM
133
Center For Asset Management
Florida
$828K +$547K +11,426 +195%
SRC
134
Shufro Rose & Co
New York
$817K -$952K -19,887 -54%
MIA
135
MMBG Investment Advisors
Florida
$812K
WCFA
136
Walkner Condon Financial Advisors
Wisconsin
$780K -$46.9K -980 -6%
Allianz Asset Management
137
Allianz Asset Management
Germany
$773K +$773K +16,143 New
MIH
138
Meitav Investment House
Israel
$766K -$71.6K -1,499 -9%
GVAG
139
Great Valley Advisor Group
Delaware
$747K +$287K +6,004 +63%
HI
140
Harbour Investments
Wisconsin
$691K -$16.6K -346 -2%
PAG
141
Private Advisor Group
New Jersey
$691K +$66.7K +2,512 +11%
SF
142
Summit Financial
New Jersey
$656K -$160K -3,352 -20%
BAM
143
Belpointe Asset Management
Nevada
$647K +$647K +13,518 New
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$639K -$151K -3,147 -19%
SFS
145
Security Financial Services
Indiana
$623K +$19.2K +402 +3%
BWA
146
BDO Wealth Advisors
Florida
$607K -$135K -2,825 -18%
FCA
147
Fortis Capital Advisors
Kansas
$561K +$561K +11,720 New
BFA
148
Beacon Financial Advisory
Ohio
$558K -$125K -2,615 -18%
TLFA
149
True Link Financial Advisors
California
$551K
OPS
150
Orion Portfolio Solutions
Nebraska
$551K +$72.4K +1,513 +15%