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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$165M 3,451,723 -5,431,011 -61%
Mariner
2
Mariner
Kansas
$127M 2,658,973 +606,593 +30%
AWMS
3
Advocacy Wealth Management Services
Georgia
$88.5M 1,848,973 +136,462 +8%
Bank of America
4
Bank of America
North Carolina
$86.5M 1,807,408 +178,674 +11%
Ameriprise
5
Ameriprise
Minnesota
$70.1M 1,465,844 +252,580 +21%
PFO
6
Pathstone Family Office
New Jersey
$62.6M 1,306,998 +1,279,344 +4,626%
Macquarie Group
7
Macquarie Group
Australia
$58.3M 1,218,670 +1,218,670 New
UBS Group
8
UBS Group
Switzerland
$54.3M 1,133,555 -24,964 -2%
FMII
9
Farmers & Merchants Investments Inc
Nebraska
$53.6M 1,120,231 +27,044 +2%
LPL Financial
10
LPL Financial
California
$45.1M 941,413 -269,205 -22%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$44.6M 932,538 +906,682 +3,507%
LWM
12
LJI Wealth Management
Indiana
$32M 667,872 +667,872 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$31.9M 666,118 +64,673 +11%
WIA
14
World Investment Advisors
California
$31.7M 661,790 -3,327 -0.5%
AWM
15
AE Wealth Management
Kansas
$29.3M 613,039 +7,250 +1%
PA
16
Probity Advisors
Texas
$29.1M 607,115 +14,709 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$26.9M 562,574 +142,022 +34%
HighTower Advisors
18
HighTower Advisors
Illinois
$21.7M 453,950 +103,035 +29%
CWM
19
Curi Wealth Management
North Carolina
$19.2M 401,689 -22,541 -5%
DWP
20
Destiny Wealth Partners
Florida
$18.5M 385,674 -42,114 -10%
Osaic Holdings
21
Osaic Holdings
Arizona
$17M 354,873 -227 -0.1%
RWA
22
River Wealth Advisors
Pennsylvania
$16.8M 351,889 +73,622 +26%
TF
23
TIAA FSB
Florida
$16.2M 338,651 -106,651 -24%
KLI
24
Kelman-Lazarov Inc
Tennessee
$16.1M 336,110 +336,110 New
DAS
25
Dynamic Advisor Solutions
Arizona
$15.6M 326,821 -61,997 -16%