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

243 hedge funds and large institutions have $1.4B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.56%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
35
Increased
69
Reduced
104
Closed
24
Calls
$792K
Puts
$90K
Net Calls
+$702K
Net Calls Change
-$69.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$296M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$16.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$16.4M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$26.4M
5
MM
5
Main Management
California
$6.23M

Top Sellers

1
Mariner
1
Mariner
Kansas
$2.67M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$49.5M
3
Macquarie Group
3
Macquarie Group
Australia
$1.75M
4
AWM
4
AE Wealth Management
Kansas
$11.4M
5
PA
5
Probity Advisors
Texas
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
226
Castleview Partners
Texas
$16.7K – – –
SIS
227
Sound Income Strategies
Florida
$14.6K – – –
William Blair & Company
228
William Blair & Company
Illinois
$13.2K -$27K -549 -67%
TRCT
229
Tower Research Capital (TRC)
New York
$12.3K -$5.95K -121 -33%
PFA
230
Pathway Financial Advisers
Indiana
$9.2K – – –
CIAS
231
Capital Investment Advisory Services
North Carolina
$8.61K – – –
PCA
232
Providence Capital Advisors
North Carolina
$8.32K -$6.2K -126 -43%
PCM
233
Penserra Capital Management
California
$7K +$7K +151 New
NEAM
234
New England Asset Management
Connecticut
$4.92K – – –
RFG
235
REAP Financial Group
Texas
$4.46K +$4.46K +91 New
CAS
236
Coppell Advisory Solutions
Texas
$4.18K -$3.44K -70 -45%
T
237
Tidemark
California
$4.03K +$4.03K +82 New
FFA
238
Farther Finance Advisors
California
$3.94K – – –
CSC
239
Caldwell Sutter Capital
California
$3.69K – – –
SFCL
240
Strengthening Families & Communities LLC
Massachusetts
$2.87K – – –
FAM
241
Family Asset Management
South Carolina
$2.71K -$206K -4,190 -99%
EWM
242
EPG Wealth Management
Georgia
$1.81K – – –
HCP
243
Hexagon Capital Partners
Arkansas
$1.13K – – –
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$1K +$48 +1 +5%
HNB
245
Huntington National Bank
Ohio
$49 -$48 – –
BMM
246
Buffington Mohr McNeal
Idaho
– -$4.44M -92,440 Closed
GLR
247
Great Lakes Retirement
Ohio
– -$2.6M -54,153 Closed
NW
248
NewEdge Wealth
Pennsylvania
– -$1.05M -21,894 Closed
HF
249
HRT Financial
New York
– -$870K -18,147 Closed
BFA
250
Beacon Financial Advisory
Ohio
– -$562K -11,709 Closed
7 8 9
10
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