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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 %
KAS
126
Kestra Advisory Services
Texas
$759K -$336K -6,668 -31%
MIH
127
Meitav Investment House
Israel
$705K +$80.7K +1,605 +13%
DI
128
Disciplined Investments
Oklahoma
$681K -$188K -3,725 -22%
FIA
129
Foundations Investment Advisors
Arizona
$677K -$13K -257 -2%
AA
130
Advisory Alpha
Michigan
$658K
AFG
131
Atomi Financial Group
New York
$644K -$680K -13,481 -51%
AWA
132
Arkadios Wealth Advisors
Georgia
$642K +$118K +2,337 +22%
AWS
133
Atria Wealth Solutions
New York
$641K -$26K -516 -4%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$629K -$959K -19,035 -60%
JWM
135
JGP Wealth Management
Oregon
$623K +$80.6K +1,598 +15%
VAMG
136
Voisard Asset Management Group
Michigan
$620K +$620K +12,300 New
SC
137
Summa Corp
Texas
$605K
IWC
138
Integrated Wealth Concepts
Massachusetts
$598K +$95.4K +1,892 +19%
PWMG
139
Private Wealth Management Group
New Jersey
$593K +$41.2K +817 +7%
HPM
140
Hoxton Planning & Management
West Virginia
$551K -$11.2K -222 -2%
BHB
141
Bank Hapoalim BM
Israel
$504K -$424K
IAG
142
Investment Advisory Group
Massachusetts
$488K
BRWA
143
B. Riley Wealth Advisors
Florida
$480K -$22.2K -441 -4%
CIA
144
Concurrent Investment Advisors
Florida
$468K +$19.1K +378 +4%
TIM
145
Tortoise Investment Management
New York
$422K -$126K -2,500 -23%
BCM
146
Buckhead Capital Management
Georgia
$421K -$3.18K -63 -0.7%
TFA
147
TPG Financial Advisors
Oregon
$410K -$35.3K -699 -8%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$409K +$198K +3,934 +94%
GM
149
GeoWealth Management
Illinois
$407K +$44.8K +889 +12%
GWMR
150
GC Wealth Management RIA
Massachusetts
$407K +$44.8K +889 +12%