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iShares 0-5 Year Investment Grade Corporate Bond ETF

234 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 19 closing their positions.

Holders
234
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
19
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M -$25.9M -526,310 -19%
Ameriprise
2
Ameriprise
Minnesota
$85.1M +$1.75M +35,441 +2%
UBS Group
3
UBS Group
Switzerland
$58.8M -$2.82M -57,233 -5%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$49.3M -$540K -10,963 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$46.2M +$2.31M +46,975 +5%
LWM
6
LJI Wealth Management
Indiana
$41.4M +$3.27M +66,315 +9%
Bank of America
7
Bank of America
North Carolina
$41.2M +$4.51M +91,590 +12%
WIA
8
World Investment Advisors
California
$38.9M +$16.4M +333,209 +73%
LPL Financial
9
LPL Financial
California
$38.5M -$628K -12,753 -2%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$36.5M
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$24.9M +$535K +10,871 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$24.6M -$3.53M -71,686 -13%
Allianz Asset Management
13
Allianz Asset Management
Germany
$20M +$873K +17,730 +5%
WF
14
Williams Financial
Vermont
$18.5M -$21.4K -435 -0.1%
CFD
15
Creative Financial Designs
Indiana
$17.6M +$751K +15,241 +4%
WWM
16
Wiser Wealth Management
Georgia
$17.4M +$1.12M +22,718 +7%
RWA
17
River Wealth Advisors
Pennsylvania
$16.4M -$250K -5,086 -2%
GSWM
18
Greenup Street Wealth Management
Michigan
$15M -$340K -6,903 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.7M -$797K -16,170 -5%
BI
20
Bramshill Investments
Florida
$14.3M +$1.83M +37,235 +15%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$13.5M +$362K +7,343 +3%
FDP
22
Financiere des Professionnels
Quebec, Canada
$13.3M +$6.64M +135,000 +100%
CNB
23
Camden National Bank
Maine
$12.4M +$464K +9,415 +4%
GWMIA
24
Global Wealth Management Investment Advisory
Florida
$11.8M +$152K +3,081 +1%
PCIG
25
Partners Capital Investment Group
Massachusetts
$11.5M +$341K +6,920 +3%