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

233 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-10
Holders Change %
-4.12%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
24
Increased
87
Reduced
87
Closed
29
Calls
$19.7M
Puts
$404K
Net Calls
+$19.3M
Net Calls Change
+$18.6M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$36.5M
2
WF
2
Williams Financial
Vermont
$18.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$43.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.1M
5
WA
5
Waverly Advisors
Alabama
$7.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$1.43M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WIA
4
World Investment Advisors
California
$22.4M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
226
Fidelity Investments
Massachusetts
$6.5K -$88.5K -1,799 -93%
PCA
227
Providence Capital Advisors
North Carolina
$6.2K -$2.12K -43 -25%
TRCT
228
Tower Research Capital (TRC)
New York
$4.92K -$7.33K -149 -60%
FFA
229
Farther Finance Advisors
California
$3.82K -$98 -2 -3%
CSC
230
Caldwell Sutter Capital
California
$3.69K – – –
SFCL
231
Strengthening Families & Communities LLC
Massachusetts
$3K +$51 +1 +2%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.88K +35 +167%
EWM
233
EPG Wealth Management
Georgia
$1.82K – – –
HCP
234
Hexagon Capital Partners
Arkansas
$1.13K – – –
HNB
235
Huntington National Bank
Ohio
$49 -$49 – –
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
– -$16.4M -332,955 Closed
CWM
237
Curi Wealth Management
North Carolina
– -$12.1M -246,315 Closed
AWM
238
AE Wealth Management
Kansas
– -$11.4M -232,248 Closed
Citadel Advisors
239
Citadel Advisors
Florida
– -$2.7M -54,818 Closed
DW
240
Dodds Wealth
Colorado
– -$2.64M -53,709 Closed
AFAS
241
Acorn Financial Advisory Services
Virginia
– -$1.85M -37,741 Closed
SRC
242
Shufro Rose & Co
New York
– -$1.76M -36,666 Closed
OMC
243
Old Mission Capital
Illinois
– -$1.8M -36,535 Closed
PWCM
244
Processus Wealth & Capital Management
Tennessee
– -$1.4M -28,393 Closed
CM
245
Crestline Management
Texas
– -$1.28M -26,000 Closed
CWM
246
Comprehensive Wealth Management
Washington
– -$1.27M -25,830 Closed
DWA
247
Divergent Wealth Advisors
Utah
– -$672K -13,657 Closed
PBM
248
Propel Bio Management
California
– -$598K -12,148 Closed
SAM
249
Simplify Asset Management
Nevada
– -$598K -12,148 Closed
EH
250
Equitable Holdings
New York
– -$489K -9,948 Closed
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