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iShares 0-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MA
126
Mutual Advisors
Nebraska
$883K -$2.39K -48 -0.3%
FCM
127
Fortis Capital Management
Washington
$866K +$10.1K +203 +1%
Corient Private Wealth
128
Corient Private Wealth
Florida
$844K +$377K +14,586 +81%
MIA
129
MMBG Investment Advisors
Florida
$844K
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$832K +$428K +8,609 +106%
FIM
131
Freedom Investment Management
Connecticut
$822K -$105K -2,109 -11%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$794K -$24.9K -501 -3%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$788K +$788K +15,844 New
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$784K +$163K +3,275 +26%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$768K +$2.93K +59 +0.4%
4WM
136
4J Wealth Management
Virginia
$717K -$44.7K -898 -6%
OC
137
Oppenheimer & Co
New York
$711K -$110K -2,214 -13%
PWMG
138
Private Wealth Management Group
New Jersey
$702K +$117K +2,358 +20%
MIH
139
Meitav Investment House
Israel
$682K -$13.3K -267 -2%
AA
140
Advisory Alpha
Michigan
$649K
AWS
141
Atria Wealth Solutions
New York
$636K +$3.88K +78 +0.6%
AFG
142
Atomi Financial Group
New York
$628K -$6.82K -137 -1%
Jane Street
143
Jane Street
New York
$616K -$3.1M -62,224 -83%
AWA
144
Arkadios Wealth Advisors
Georgia
$610K -$23.3K -468 -4%
SWM
145
Seed Wealth Management
Illinois
$610K -$139K -2,800 -19%
SC
146
Summa Corp
Texas
$597K
WFM
147
Wolff Financial Management
Michigan
$591K -$183K -3,673 -24%
RWM
148
Rialto Wealth Management
New York
$583K +$583K +11,722 New
DI
149
Disciplined Investments
Oklahoma
$576K -$95.3K -1,917 -14%
IWC
150
Integrated Wealth Concepts
Massachusetts
$534K -$55.6K -1,117 -9%