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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

232 hedge funds and large institutions have $1.47B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-10
Holders Change %
-4.13%
% of All Funds
3.71%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
25
Increased
80
Reduced
91
Closed
31
Calls
$428K
Puts
$34K
Net Calls
+$394K
Net Calls Change
-$40.5M

Top Buyers

1
TF
TIAA FSB
Florida
$35.7M
2
WWM
Wiser Wealth Management
Georgia
$13.5M
3
Ameriprise
Ameriprise
Minnesota
$83.6M
4
Jane Street
Jane Street
New York
$15.4M
5
BI
Bramshill Investments
Florida
$9.01M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.99M
3
Bank of America
Bank of America
North Carolina
$61.9M
4
Morgan Stanley
Morgan Stanley
New York
$144M
5
DWP
Destiny Wealth Partners
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
226
Caldwell Sutter Capital
California
$3.64K – – –
PTC
227
Private Trust Company
Ohio
$2.42K – – –
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$1.79K +$1.79K +37 New
EWM
229
EPG Wealth Management
Georgia
$1.79K +$1.79K +37 New
Fidelity Investments
230
Fidelity Investments
Massachusetts
$1.55K +$1.45K +30 +1,500%
HCP
231
Hexagon Capital Partners
Arkansas
$1.12K – – –
TRCT
232
Tower Research Capital (TRC)
New York
$1K -$579 -11 -37%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HNB
234
Huntington National Bank
Ohio
$48 -$9.62K – –
PFO
235
Pathstone Family Office
New Jersey
– -$62.6M -1,306,998 Closed
WF
236
Williams Financial
Vermont
– -$8.41M -175,671 Closed
SI
237
Stephens Inc
Arkansas
– -$6.19M -129,270 Closed
API
238
Advisor Partners II
California
– -$5.5M -114,949 Closed
WI
239
WrapManager Inc
California
– -$2M -41,844 Closed
PA
240
PFG Advisors
Arizona
– -$1.4M -29,316 Closed
CFAM
241
Center For Asset Management
Florida
– -$828K -17,293 Closed
WCFA
242
Walkner Condon Financial Advisors
Wisconsin
– -$780K -16,293 Closed
GVAG
243
Great Valley Advisor Group
Delaware
– -$747K -15,609 Closed
SFS
244
Security Financial Services
Indiana
– -$623K -13,018 Closed
OPS
245
Orion Portfolio Solutions
Nebraska
– -$551K -11,504 Closed
RIA
246
Realta Investment Advisors
Delaware
– -$339K -7,090 Closed
SBIA
247
Sheaff Brock Investment Advisors
Indiana
– -$287K -6,000 Closed
TFA
248
Teamwork Financial Advisors
Texas
– -$280K -5,856 Closed
GIA
249
Gladstone Institutional Advisory
Florida
– -$280K -5,850 Closed
BOSSRA
250
B.O.S.S. Retirement Advisors
Utah
– -$272K -5,685 Closed
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