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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.65B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+8
Holders Change %
+3.42%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
46
Increased
81
Reduced
88
Closed
32
Calls
$40.9M
Puts
$51K
Net Calls
+$40.9M
Net Calls Change
+$4.43M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
201
Advisory Services Network
Georgia
$186K +$186K +3,894 New
AF
202
Allworth Financial
California
$186K
LFA
203
Level Financial Advisors
New York
$158K +$138K +2,882 +698%
OWA
204
One Wealth Advisors
California
$139K +$139K +2,899 New
PA
205
Parallel Advisors
California
$131K
SPIA
206
Steward Partners Investment Advisory
New York
$122K +$85K +1,775 +230%
PAI
207
Pittenger & Anderson Inc
Nebraska
$121K
Citigroup
208
Citigroup
New York
$119K -$19.7K -411 -14%
GRP
209
Global Retirement Partners
California
$97.6K -$51.6K -1,079 -35%
BCM
210
Bourgeon Capital Management
Connecticut
$95.9K
FGAM
211
Financial Gravity Asset Management
Texas
$68.5K -$737K -516 -91%
LC
212
Lindbrook Capital
California
$60.6K
BFEC
213
Benjamin F. Edwards & Company
Missouri
$51K -$70.2K -1,469 -58%
HS
214
Horan Securities
United States
$47.9K -$17.2K -360 -26%
AIC
215
Archer Investment Corporation
Indiana
$44K +$44K +919 New
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$41.9K
PIMG
217
Patriot Investment Management Group
Tennessee
$38.7K +$38.7K +800 New
IRC
218
Investors Research Corp
Georgia
$37.3K
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$31K -$16.7K -360 -35%
PCA
220
Providence Capital Advisors
North Carolina
$30.4K -$3.11K -65 -9%
HDIM
221
Hanson & Doremus Investment Management
Vermont
$29K
MIM
222
Macroview Investment Management
Maryland
$27K +$27K +564 New
PFA
223
Pathway Financial Advisers
Indiana
$24.3K +$24.3K +508 New
TAM
224
Tucker Asset Management
Colorado
$21.6K
ACA
225
Aptus Capital Advisors
Alabama
$20.2K +$96 +2 +0.5%