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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 $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
3.7%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
24
Increased
71
Reduced
92
Closed
18
Calls
$70.2M
Puts
$90K
Net Calls
+$70.1M
Net Calls Change
-$9.75M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$89.2M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$20.4M
3
GSWM
3
Greenup Street Wealth Management
Michigan
$11.9M
4
Jane Street
4
Jane Street
New York
$5.72M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$104M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
Bank of America
2
Bank of America
North Carolina
$45.4M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
IIA
4
Integral Investment Advisors
California
$6.38M
5
AssetMark Inc
5
AssetMark Inc
California
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEAM
226
New England Asset Management
Connecticut
$4.8K +$4.8K +100 New
OLVIG
227
Oliver Lagore Vanvalin Investment Group
Michigan
$4.51K -$17.9K -373 -80%
FFA
228
Farther Finance Advisors
California
$3.84K -$48 -1 -1%
CSC
229
Caldwell Sutter Capital
California
$3.6K – – –
SFCL
230
Strengthening Families & Communities LLC
Massachusetts
$3K +$52 +1 +2%
EWM
231
EPG Wealth Management
Georgia
$1.78K – – –
HCP
232
Hexagon Capital Partners
Arkansas
$1.1K – – –
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HNB
234
Huntington National Bank
Ohio
$48 -$48 – –
AF
235
Allworth Financial
California
$11 -$210K -4,366 Closed
OCM
236
One Capital Management
California
– -$3.75M -77,840 Closed
KPWS
237
Kestra Private Wealth Services
Texas
– -$2.03M -42,181 Closed
LWM
238
Laidlaw Wealth Management
New York
– -$1.27M -26,297 Closed
WP
239
WealthSource Partners
California
– -$496K -10,286 Closed
MCI
240
MRP Capital Investments
Georgia
– -$479K -9,940 Closed
BWM
241
Bulltick Wealth Management
Florida
– -$381K -7,910 Closed
EWA
242
Evolution Wealth Advisors
Florida
– -$296K -6,135 Closed
HKIMG
243
Hutchens & Kramer Investment Management Group
Indiana
– -$235K -4,877 Closed
AWA
244
Arkadios Wealth Advisors
Georgia
– -$224K -4,636 Closed
ACA
245
Atlas Capital Advisors
Wyoming
– -$69.9K -1,450 Closed
HS
246
Horan Securities
United States
– -$48.2K -1,000 Closed
PCM
247
Penserra Capital Management
California
– -$19K -414 Closed
HDIM
248
Hanson & Doremus Investment Management
Vermont
– -$19K -400 Closed
WWP
249
WR Wealth Planners
Missouri
– -$5.82K -121 Closed
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
– -$2.65K -55 Closed
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