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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.

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 %
Morgan Stanley
1
Morgan Stanley
New York
$111M -$576K -11,431 -0.5%
Ameriprise
2
Ameriprise
Minnesota
$92.5M +$5.3M +105,149 +6%
UBS Group
3
UBS Group
Switzerland
$61.5M +$1.35M +26,867 +2%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$51.1M +$636K +12,605 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$48.9M +$1.58M +31,306 +3%
LWM
6
LJI Wealth Management
Indiana
$44.9M +$2.58M +51,205 +6%
WIA
7
World Investment Advisors
California
$40.6M +$798K +15,820 +2%
LPL Financial
8
LPL Financial
California
$39.2M -$177K -3,519 -0.5%
Bank of America
9
Bank of America
North Carolina
$36.2M -$5.98M -118,500 -14%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$32.4M -$5.04M -100,000 -13%
Allianz Asset Management
11
Allianz Asset Management
Germany
$25.6M +$5.1M +101,160 +25%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$25.6M +$90.9K +1,803 +0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24M -$1.25M -24,710 -5%
WF
14
Williams Financial
Vermont
$19.4M +$454K +9,002 +2%
CFD
15
Creative Financial Designs
Indiana
$19.2M +$1.2M +23,786 +7%
WWM
16
Wiser Wealth Management
Georgia
$18M +$195K +3,872 +1%
GSWM
17
Greenup Street Wealth Management
Michigan
$16.9M +$1.53M +30,379 +10%
BI
18
Bramshill Investments
Florida
$16.3M +$1.69M +33,522 +12%
RWA
19
River Wealth Advisors
Pennsylvania
$16.2M -$623K -12,362 -4%
Lido Advisors
20
Lido Advisors
California
$14.6M +$4.22M +83,615 +41%
Osaic Holdings
21
Osaic Holdings
Arizona
$14.2M -$831K -16,469 -6%
CNB
22
Camden National Bank
Maine
$13.8M +$1.07M +21,145 +8%
FDP
23
Financiere des Professionnels
Quebec, Canada
$13.6M
Renaissance Technologies
24
Renaissance Technologies
New York
$12.9M +$1.42M +28,220 +12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$12.7M +$4.92M +97,580 +63%