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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.79B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.05%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
27
Increased
84
Reduced
86
Closed
25
Calls
$36.7M
Puts
$258K
Net Calls
+$36.4M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Shares
Change %
PAI
201
Pittenger & Anderson Inc
Nebraska
$120K -$47.5K -1,000 -28%
BFEC
202
Benjamin F. Edwards & Company
Missouri
$120K +$32.5K +686 +37%
BCM
203
Bourgeon Capital Management
Connecticut
$95K
ANBT
204
American National Bank & Trust
Texas
$74K +$74K +1,561 New
AWM
205
Avior Wealth Management
Nebraska
$70K +$70K +1,487 New
HS
206
Horan Securities
United States
$64K
LC
207
Lindbrook Capital
California
$60K -$2.61K -55 -4%
RG
208
Retirement Group
California
$54K -$259K -5,487 -83%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$48K +$8.5K +182 +22%
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$42K
Fidelity Investments
211
Fidelity Investments
Massachusetts
$41K +$11.8K +246 +40%
IRC
212
Investors Research Corp
Georgia
$37K
SPIA
213
Steward Partners Investment Advisory
New York
$37K
PCA
214
Providence Capital Advisors
North Carolina
$33K
RIA
215
Realta Investment Advisors
Delaware
$31K +$31K +650 New
FGAM
216
Financial Gravity Asset Management
Texas
$30.4K -$647 -12 -2%
EIP
217
Ellis Investment Partners
Pennsylvania
$29K -$21.1K -447 -42%
HDIM
218
Hanson & Doremus Investment Management
Vermont
$29K
TAM
219
Tucker Asset Management
Colorado
$21.3K +$47 +1 +0.2%
TWA
220
TCI Wealth Advisors
Arizona
$21K
ACA
221
Aptus Capital Advisors
Alabama
$20K +$15.2K +319 +313%
LFA
222
Level Financial Advisors
New York
$20K +$20K +413 New
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
$16.5K +$16.5K +349 New
CP
224
Castleview Partners
Texas
$16K -$2.64K -56 -14%
GWM
225
Geneos Wealth Management
Colorado
$14K -$100K -2,145 -88%