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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 %
B
151
Barings
North Carolina
$398K
PWW
152
Pettyjohn Wood & White
Virginia
$389K -$20.2K -400 -5%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$382K +$62.7K +1,243 +20%
SC
154
Savant Capital
Illinois
$381K +$381K +7,548 New
PCIA
155
Prime Capital Investment Advisors
Kansas
$375K -$100K -1,992 -21%
LFAS
156
Level Four Advisory Services
Texas
$363K +$4.14K +83 +1%
TIAM2
157
Tru Independence Asset Management 2
Oregon
$344K +$344K +6,827 New
SWM
158
Spire Wealth Management
Virginia
$334K -$44.7K -887 -12%
FWIA
159
Fort Washington Investment Advisors
Ohio
$330K
MCM
160
MidAtlantic Capital Management
Virginia
$320K -$11.1K -220 -3%
LA
161
LexAurum Advisors
Kansas
$316K -$56.6K -1,123 -15%
EDRH
162
Edmond de Rothschild Holding
Switzerland
$315K
FAT
163
First American Trust
California
$310K +$310K +6,142 New
GLA
164
Good Life Advisors
Pennsylvania
$307K +$307K +6,084 New
DADC
165
D.A. Davidson & Co
Montana
$302K +$302K +5,984 New
LI
166
LVZ Inc
Michigan
$296K -$32.5K -645 -10%
Citigroup
167
Citigroup
New York
$294K -$353 -7 -0.1%
9WM
168
9258 Wealth Management
Ohio
$291K -$14.3K -284 -5%
CTA
169
Chesley Taft & Associates
Illinois
$287K
WCG
170
Weaver Consulting Group
California
$282K -$6.1K -121 -2%
AIM
171
Alhambra Investment Management
Florida
$279K
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$274K -$336K -6,678 -55%
MFG
173
Merit Financial Group
Georgia
$274K
AWMS
174
Advocacy Wealth Management Services
Georgia
$272K -$290K -5,743 -52%
CPIA
175
Cornell Pochily Investment Advisors
New York
$269K -$7.92K -157 -3%