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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 %
CPSC
251
Carl P. Sherr & Co
Massachusetts
– -$437K -9,115 Closed
CAM
252
Cresset Asset Management
Illinois
– -$398K -8,293 Closed
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
– -$350K -7,292 Closed
GWM
254
GDS Wealth Management
Texas
– -$291K -6,073 Closed
APA
255
Astoria Portfolio Advisors
New York
– -$281K -5,858 Closed
SPC
256
Sigma Planning Corp
Michigan
– -$277K -5,763 Closed
SIAG
257
Safeguard Investment Advisory Group
California
– -$240K -5,000 Closed
TF
258
Trek Financial
Arizona
– -$229K -4,761 Closed
BWM
259
Birchcreek Wealth Management
Ohio
– -$225K -4,692 Closed
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
– -$221K -4,599 Closed
ATPW
261
Ashton Thomas Private Wealth
Arizona
– -$208K -4,339 Closed
SSWM
262
Sheets Smith Wealth Management
North Carolina
– -$142K -2,950 Closed
BCM
263
Bourgeon Capital Management
Connecticut
– -$96.1K -2,003 Closed
AWA
264
Authentikos Wealth Advisory
California
– -$24.4K -508 Closed
BFEC
265
Benjamin F. Edwards & Company
Missouri
– -$14K -299 Closed
RIA
266
Realta Investment Advisors
Delaware
– -$12.1K -250 Closed
TWM
267
Tradition Wealth Management
Minnesota
– -$7K -142 Closed
HWP
268
Hibernia Wealth Partners
Louisiana
– -$6.67K -139 Closed
OLVIG
269
Oliver Lagore Vanvalin Investment Group
Michigan
– -$4.51K -94 Closed
AF
270
Allworth Financial
California
– -$11 – –
7 8 9 10
11