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

228 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.6%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
22
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$13.9M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.56M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$99.7M
4
AssetMark Inc
4
AssetMark Inc
California
$5.44M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.26M

Top Sellers

1
KLI
1
Kelman-Lazarov Inc
Tennessee
$0
2
Jane Street
2
Jane Street
New York
$0
3
TF
3
TIAA FSB
Florida
$23.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$30.1M
5
UBS Group
5
UBS Group
Switzerland
$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
EPG Wealth Management
Georgia
$1.78K – – –
HCP
227
Hexagon Capital Partners
Arkansas
$1.11K – – –
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HNB
229
Huntington National Bank
Ohio
$48 -$48 – –
KLI
230
Kelman-Lazarov Inc
Tennessee
– -$16.6M -341,515 Closed
Jane Street
231
Jane Street
New York
– -$15.4M -318,074 Closed
Renaissance Technologies
232
Renaissance Technologies
New York
– -$3.34M -68,900 Closed
ECA
233
Elevated Capital Advisors
Utah
– -$3.1M -63,869 Closed
AAS
234
Ameritas Advisory Services
Nebraska
– -$1.95M -40,249 Closed
SFS
235
Sowell Financial Services
Arkansas
– -$1.64M -33,761 Closed
EIA
236
Eldridge Investment Advisors
New Hampshire
– -$1.5M -30,924 Closed
EPP
237
ETF Portfolio Partners
Kansas
– -$1.33M -27,367 Closed
BAM
238
Belpointe Asset Management
Nevada
– -$529K -10,906 Closed
FCA
239
Fortis Capital Advisors
Kansas
– -$449K -9,257 Closed
DWP
240
Destiny Wealth Partners
Florida
– -$404K -8,325 Closed
CT
241
Columbia Trust
Oregon
– -$386K -7,969 Closed
CIP
242
Chartwell Investment Partners
Pennsylvania
– -$383K -7,910 Closed
FPAS
243
Focus Partners Advisor Solutions
Missouri
– -$322K -6,641 Closed
MHS
244
M Holdings Securities
Oregon
– -$267K -5,511 Closed
JWCA
245
J.W. Cole Advisors
Florida
– -$210K -4,334 Closed
MWP
246
Madison Wealth Partners
Wisconsin
– -$202K -4,175 Closed
IAN
247
Integrated Advisors Network
Texas
– -$202K -4,174 Closed
ASN
248
Advisory Services Network
Georgia
– -$194K -4,001 Closed
SC
249
Schubert & Co
Texas
– -$35.6K -735 Closed
IA
250
IFP Advisors
Florida
– -$34.7K -700 Closed
7 8 9
10
11