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

242 hedge funds and large institutions have $1.65B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+8
Holders Change %
+3.42%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
46
Increased
81
Reduced
88
Closed
32
Calls
$40.9M
Puts
$51K
Net Calls
+$40.9M
Net Calls Change
+$4.43M

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$62.6M
2
Macquarie Group
2
Macquarie Group
Australia
$58.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$44.6M
4
Mariner
4
Mariner
Kansas
$127M
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$16.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Jane Street
4
Jane Street
New York
$5.26M
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$14.6M +$1.6M +33,514 +12%
CFD
27
Creative Financial Designs
Indiana
$14.1M -$183K -3,815 -1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$13.7M -$8.65M -180,768 -39%
CNB
29
Camden National Bank
Maine
$12.3M -$552K -11,530 -4%
AssetMark Inc
30
AssetMark Inc
California
$10.7M +$1.94M +40,529 +22%
IIA
31
Integral Investment Advisors
California
$10.4M +$449K +9,390 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$10.3M +$2.11M +44,142 +26%
Financial Engines Advisors
33
Financial Engines Advisors
California
$9.21M +$400K +8,357 +5%
BMM
34
Buffington Mohr McNeal
Idaho
$9.16M -$3.47M -72,587 -27%
GWM
35
GDS Wealth Management
Texas
$8.95M -$3.11M -65,013 -26%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$8.94M -$654K -13,658 -7%
OMC
37
Old Mission Capital
Illinois
$8.91M +$8.91M +186,142 New
GWMIA
38
Global Wealth Management Investment Advisory
Florida
$8.56M +$466K +9,741 +6%
COCM
39
Charter Oak Capital Management
New Hampshire
$8.43M -$283K -5,903 -3%
WF
40
Williams Financial
Vermont
$8.41M +$8.41M +175,671 New
MHR
41
Matthew Hamilton Rosenberg
$8.05M +$1.89M +39,501 +31%
NA
42
NewEdge Advisors
Louisiana
$7.83M +$111K +2,659 +1%
B
43
Barings
North Carolina
$7.52M +$6.08M +127,107 +423%
MYLI
44
Meiji Yasuda Life Insurance
Japan
$7.49M – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$7.4M +$4.69K +98 +0.1%
PCIG
46
Partners Capital Investment Group
Massachusetts
$7.33M +$7.33M +153,135 New
Wells Fargo
47
Wells Fargo
California
$6.71M -$1.66M -34,665 -20%
CTA
48
Colonial Trust Advisors
South Carolina
$6.21M -$389K -8,136 -6%
SI
49
Stephens Inc
Arkansas
$6.19M -$1.43M -29,849 -19%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$6.04M +$3.19M +66,663 +112%
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