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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 %
GSIAS
151
Garden State Investment Advisory Services
New Jersey
$529K +$529K +11,063 New
CPSC
152
Carl P. Sherr & Co
Massachusetts
$499K -$136K -2,838 -21%
RIA
153
Regal Investment Advisors
Michigan
$486K +$486K +10,147 New
AIM
154
Alhambra Investment Management
Florida
$463K -$96K -2,005 -17%
UCFA
155
United Capital Financial Advisors
Texas
$452K -$46K -962 -9%
WP
156
Wealthspan Partners
Iowa
$439K -$294K -6,151 -40%
IAG
157
Investment Advisory Group
Massachusetts
$433K
WCG
158
Weaver Consulting Group
California
$419K -$85.6K -1,789 -17%
HKIMG
159
Hutchens & Kramer Investment Management Group
Indiana
$419K +$814 +17 +0.2%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K -$3.45K -72 -0.8%
APA
161
Astoria Portfolio Advisors
New York
$402K +$9.3K +192 +2%
SCA
162
Snowden Capital Advisors
New York
$400K -$74.9K -1,564 -16%
FWIA
163
Fort Washington Investment Advisors
Ohio
$399K -$85.4K -1,785 -18%
9WM
164
9258 Wealth Management
Ohio
$395K -$11.4K -239 -3%
BCA
165
Bay Colony Advisors
Massachusetts
$388K +$2.97K +62 +0.8%
CA
166
CoreCap Advisors
Michigan
$382K -$13.4K -281 -3%
CT
167
Columbia Trust
Oregon
$381K +$381K +7,969 New
CIP
168
Chartwell Investment Partners
Pennsylvania
$379K
CPIA
169
Cornell Pochily Investment Advisors
New York
$370K -$32.4K -677 -8%
TIA
170
Traphagen Investment Advisors
New Jersey
$350K -$22.3K -266 -6%
DE
171
Day & Ennis
Georgia
$350K +$350K +7,308 New
RIA
172
Realta Investment Advisors
Delaware
$339K +$308K +6,440 +991%
TDWM
173
Topel & Distasi Wealth Management
California
$312K +$6.99K +146 +2%
FA
174
FC Advisory
Pennsylvania
$312K -$167K -3,484 -35%
IA
175
IFP Advisors
Florida
$311K +$166K +3,352 +115%