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iShares 0-5 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.97%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.29%
New
31
Increased
74
Reduced
94
Closed
32
Calls
$76.4M
Puts
$31K
Net Calls
+$76.4M
Net Calls Change
+$75.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
CoreCap Advisors
Michigan
$252K -$44.7K -924 -15%
TIAM2
177
Tru Independence Asset Management 2
Oregon
$251K
SIAG
178
Safeguard Investment Advisory Group
California
$249K
Franklin Resources
179
Franklin Resources
California
$242K -$23.3K -480 -9%
MWP
180
Madison Wealth Partners
Wisconsin
$229K +$229K +4,722 New
AAS
181
Avantax Advisory Services
Texas
$225K +$29.2K +604 +15%
SS
182
Sunbelt Securities
Texas
$220K +$97 +2 +0%
SS
183
Simplicity Solutions
Minnesota
$219K +$219K +4,509 New
CWM
184
Centric Wealth Management
Illinois
$218K +$218K +4,500 New
HL
185
HeadInvest LLC
Maine
$216K
RCM
186
Raleigh Capital Management
North Carolina
$212K -$84.9K -1,753 -29%
IAN
187
Integrated Advisors Network
Texas
$210K -$162K -3,335 -43%
VCM
188
Virtue Capital Management
Tennessee
$206K +$206K +4,259 New
PP
189
Prosperity Planning
Missouri
$205K
OWA
190
One Wealth Advisors
California
$204K +$204K +4,209 New
AC
191
Arjuna Capital
North Carolina
$193K +$193K +3,992 New
AF
192
Allworth Financial
California
$189K +$14.3K +294 +8%
MCC
193
Money Concepts Capital
Florida
$183K -$141K -2,899 -44%
PAI
194
Pittenger & Anderson Inc
Nebraska
$171K -$48.5K -1,000 -22%
GRP
195
Global Retirement Partners
California
$155K -$1.84K -38 -1%
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$136K -$127K -2,620 -48%
PA
197
Parallel Advisors
California
$133K
IA
198
IFP Advisors
Florida
$124K
GWM
199
Geneos Wealth Management
Colorado
$118K -$16.8K -349 -12%
Citigroup
200
Citigroup
New York
$99K