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iShares 0-5 Year Investment Grade Corporate Bond ETF

236 hedge funds and large institutions have $1.23B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
3.41%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
18
Increased
81
Reduced
89
Closed
14
Calls
$207K
Puts
$2.61M
Net Calls
-$2.41M
Net Calls Change
-$74.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$70.2K -$125K -2,472 -64%
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$66.3K +$11.1K +220 +20%
AEPWM
203
Atlantic Edge Private Wealth Management
Florida
$65.6K -$45.4K -900 -41%
William Blair & Company
204
William Blair & Company
Illinois
$64K
CFGS
205
Concourse Financial Group Securities
Alabama
$59.6K -$38.5K -763 -39%
NB
206
NBT Bank
New York
$57.7K
LC
207
Lindbrook Capital
California
$55K
Jones Financial Companies
208
Jones Financial Companies
Missouri
$51.8K +$39.4K +780 +316%
SPIA
209
Steward Partners Investment Advisory
New York
$46.3K +$8.22K +163 +22%
VWWMG
210
Vermillion & White Wealth Management Group
Pennsylvania
$41.1K
CJH
211
Christopher J. Hasenberg
Wisconsin
$31.6K
CIAS
212
Capital Investment Advisory Services
North Carolina
$29K
AA
213
Ancora Advisors
Ohio
$25.3K +$25.3K +501 New
HPC
214
HM Payson & Co
Maine
$25.2K +$25.2K +500 New
TIM
215
Thompson Investment Management
Wisconsin
$17.9K
CP
216
Castleview Partners
Texas
$17.1K
SIS
217
Sound Income Strategies
Florida
$14.9K
RIA
218
Realta Investment Advisors
Delaware
$12.5K
GWM
219
Geneos Wealth Management
Colorado
$10.1K -$5.04K -100 -33%
Fidelity Investments
220
Fidelity Investments
Massachusetts
$9.77K -$35.3K -701 -78%
LFG
221
Larson Financial Group
Missouri
$9.68K -$9.13K -181 -49%
PFA
222
Pathway Financial Advisers
Indiana
$9.43K
BSB
223
Bangor Savings Bank
Maine
$8.83K +$8.83K +175 New
ACA
224
Aptus Capital Advisors
Alabama
$5.14K -$2.98K -59 -37%
NEAM
225
New England Asset Management
Connecticut
$5.04K