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iShares 0-5 Year Investment Grade Corporate Bond ETF

233 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-10
Holders Change %
-4.12%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
24
Increased
87
Reduced
87
Closed
29
Calls
$19.7M
Puts
$404K
Net Calls
+$19.3M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TDWM
176
Topel & Distasi Wealth Management
California
$277K +$8.96K +182 +3%
PBF
177
Petix & Botte Financial
California
$277K +$277K +5,629 New
AIM
178
Alhambra Investment Management
Florida
$272K -$9.84K -200 -3%
RIA
179
Regal Investment Advisors
Michigan
$270K -$216K -4,386 -44%
CIBC World Market
180
CIBC World Market
Ontario, Canada
$249K +$11.8K +240 +5%
UCFA
181
United Capital Financial Advisors
Texas
$244K -$90.9K -1,847 -27%
HL
182
HeadInvest LLC
Maine
$239K
SCA
183
Snowden Capital Advisors
New York
$238K -$23.6K -479 -9%
Jane Street
184
Jane Street
New York
$236K -$9.67M -196,396 -98%
BCA
185
Bay Colony Advisors
Massachusetts
$235K -$44K -894 -16%
HIC
186
Hartline Investment Corp
Illinois
$235K +$235K +4,775 New
HI
187
Harbour Investments
Wisconsin
$226K -$20.4K -415 -8%
GWM
188
Gray Wealth Management
Maine
$222K -$22.8K -463 -9%
IAN
189
Integrated Advisors Network
Texas
$204K +$204K +4,148 New
PTC
190
Private Trust Company
Ohio
$186K
BlackRock
191
BlackRock
New York
$185K -$43.4K -881 -19%
AEPWM
192
Atlantic Edge Private Wealth Management
Florida
$169K
Franklin Resources
193
Franklin Resources
California
$162K -$4.92K -100 -3%
RG
194
Retirement Group
California
$155K
AIC
195
Archer Investment Corporation
Indiana
$151K -$7.38K -150 -5%
PA
196
Parallel Advisors
California
$135K
SS
197
Sunbelt Securities
Texas
$134K
PAI
198
Pittenger & Anderson Inc
Nebraska
$124K
PG
199
Proffitt & Goodson
Tennessee
$121K +$121K +2,450 New
GRP
200
Global Retirement Partners
California
$105K