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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.4B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.56%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
35
Increased
69
Reduced
104
Closed
24
Calls
$792K
Puts
$90K
Net Calls
+$702K
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CPIA
176
Cornell Pochily Investment Advisors
New York
$325K -$55.3K -1,124 -15%
FWIA
177
Fort Washington Investment Advisors
Ohio
$322K
WI
178
WrapManager Inc
California
$322K +$322K +6,538 New
WP
179
Wealthspan Partners
Iowa
$310K -$13.8K -280 -4%
US Bancorp
180
US Bancorp
Minnesota
$310K +$310K +6,300 New
BAM
181
Belpointe Asset Management
Nevada
$309K +$1.53K +31 +0.5%
FCA
182
Fortis Capital Advisors
Kansas
$309K +$1.53K +31 +0.5%
EDRH
183
Edmond de Rothschild Holding
Switzerland
$308K
GM
184
GeoWealth Management
Illinois
$294K +$294K +5,986 New
AIM
185
Alhambra Investment Management
Florida
$282K -$29.5K -600 -9%
RWA
186
Redhawk Wealth Advisors
Minnesota
$280K -$4.97K -101 -2%
Citigroup
187
Citigroup
New York
$280K -$10.8K -219 -4%
BCA
188
Bay Colony Advisors
Massachusetts
$279K -$84.9K -1,725 -23%
RA
189
RFG Advisory
Alabama
$278K
BHB
190
Bank Hapoalim BM
Israel
$268K -$261K
TDWM
191
Topel & Distasi Wealth Management
California
$268K
SCA
192
Snowden Capital Advisors
New York
$261K +$23.6K +479 +10%
HI
193
Harbour Investments
Wisconsin
$246K -$295 -6 -0.1%
GWM
194
Gray Wealth Management
Maine
$245K -$29.6K -602 -11%
WWM
195
Wagner Wealth Management
South Carolina
$244K -$10.7K -218 -4%
GWMR
196
GC Wealth Management RIA
Massachusetts
$239K +$239K +4,867 New
HL
197
HeadInvest LLC
Maine
$239K
CIBC World Market
198
CIBC World Market
Ontario, Canada
$237K +$12.2K +247 +5%
BlackRock
199
BlackRock
New York
$228K -$136K -2,763 -37%
BCG
200
Breakwater Capital Group
New Jersey
$219K -$150K -3,050 -41%