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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$39.9M
2
VAMG
2
Voisard Asset Management Group
Michigan
$22.7M
3
GSWM
3
Greenup Street Wealth Management
Michigan
$31.4M
4
LPL Financial
4
LPL Financial
California
$50.6M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$41.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$40.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$285K
3
Invesco
3
Invesco
Georgia
$0
4
RWA
4
River Wealth Advisors
Pennsylvania
$7.87M
5
UBS Group
5
UBS Group
Switzerland
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
151
CIBC World Market
Ontario, Canada
$512K +$135K +2,714 +36%
BRWA
152
B. Riley Wealth Advisors
Florida
$497K +$23.2K +467 +5%
IAG
153
Investment Advisory Group
Massachusetts
$487K +$4.97K +100 +1%
CIA
154
Concurrent Investment Advisors
Florida
$471K +$9.3K +187 +2%
AA
155
Armis Advisers
Georgia
$431K +$431K +8,665 New
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$422K +$150K +3,025 +56%
GM
157
GeoWealth Management
Illinois
$400K -$1.49K -30 -0.4%
GWMR
158
GC Wealth Management RIA
Massachusetts
$400K -$1.44K -29 -0.4%
PWW
159
Pettyjohn Wood & White
Virginia
$397K +$13.7K +275 +4%
B
160
Barings
North Carolina
$392K – – –
TFA
161
TPG Financial Advisors
Oregon
$390K -$14.6K -293 -4%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$377K +$377K +7,577 New
BCM
163
Buckhead Capital Management
Georgia
$357K -$58.3K -1,172 -14%
LFAS
164
Level Four Advisory Services
Texas
$355K -$6.96K -140 -2%
LI
165
LVZ Inc
Michigan
$345K +$52.4K +1,053 +18%
MCM
166
MidAtlantic Capital Management
Virginia
$344K +$28.2K +567 +9%
TIAM2
167
Tru Independence Asset Management 2
Oregon
$340K – – –
PCIA
168
Prime Capital Investment Advisors
Kansas
$334K -$36.2K -728 -10%
SWM
169
Spire Wealth Management
Virginia
$329K – – –
FWIA
170
Fort Washington Investment Advisors
Ohio
$325K – – –
EDRH
171
Edmond de Rothschild Holding
Switzerland
$311K – – –
BHB
172
Bank Hapoalim BM
Israel
$309K -$504K – –
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$303K +$168K +3,379 +124%
Creative Planning
174
Creative Planning
Kansas
$301K +$301K +6,044 New
DADC
175
D.A. Davidson & Co
Montana
$298K +$398 +8 +0.1%
5 6
7
8 9