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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 $1.47B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-10
Holders Change %
-4.13%
% of All Funds
3.71%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
25
Increased
80
Reduced
91
Closed
31
Calls
$428K
Puts
$34K
Net Calls
+$394K
Net Calls Change
-$40.5M

Top Buyers

1
TF
TIAA FSB
Florida
$35.7M
2
WWM
Wiser Wealth Management
Georgia
$13.5M
3
Ameriprise
Ameriprise
Minnesota
$83.6M
4
Jane Street
Jane Street
New York
$15.4M
5
BI
Bramshill Investments
Florida
$9.01M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.99M
3
Bank of America
Bank of America
North Carolina
$61.9M
4
Morgan Stanley
Morgan Stanley
New York
$144M
5
DWP
Destiny Wealth Partners
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
26
Camden National Bank
Maine
$12.3M -$105K -2,166 -0.8%
CWM
27
Curi Wealth Management
North Carolina
$12.3M -$7.17M -147,944 -37%
PCIG
28
Partners Capital Investment Group
Massachusetts
$11.6M +$4.18M +86,186 +56%
IIA
29
Integral Investment Advisors
California
$11.5M +$945K +19,496 +9%
Goldman Sachs
30
Goldman Sachs
New York
$10.2M +$6.31M +130,106 +160%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$9.75M +$718K +14,824 +8%
GWMIA
32
Global Wealth Management Investment Advisory
Florida
$9.43M +$764K +15,749 +9%
BI
33
Bramshill Investments
Florida
$9.01M +$9.01M +185,820 New
MHR
34
Matthew Hamilton Rosenberg
$8.85M +$705K +14,537 +9%
COCM
35
Charter Oak Capital Management
New Hampshire
$8.24M -$306K -6,305 -4%
BMM
36
Buffington Mohr McNeal
Idaho
$8.05M -$1.23M -25,471 -13%
MYLI
37
Meiji Yasuda Life Insurance
Japan
$7.58M – – –
MML Investors Services
38
MML Investors Services
Massachusetts
$7.56M -$2.84M -58,496 -27%
Financial Engines Advisors
39
Financial Engines Advisors
California
$7.15M -$2.17M -44,837 -23%
GSWM
40
Greenup Street Wealth Management
Michigan
$6.54M +$5.39M +111,241 +471%
CTA
41
Colonial Trust Advisors
South Carolina
$6.44M +$152K +3,138 +2%
Wells Fargo
42
Wells Fargo
California
$6.3M -$492K -10,153 -7%
Allianz Asset Management
43
Allianz Asset Management
Germany
$6.11M +$5.33M +109,860 +681%
AAS
44
Avantax Advisory Services
Texas
$5.87M +$3.1M +63,851 +112%
IIA
45
IPG Investment Advisors
California
$5.73M -$265K -5,466 -4%
CAN
46
Cetera Advisor Networks
California
$5.59M -$120K -2,476 -2%
Stifel Financial
47
Stifel Financial
Missouri
$5.47M +$4.2M +86,580 +329%
EWA
48
Evolution Wealth Advisors
Florida
$5.46M -$95.5K -1,970 -2%
DF
49
DecisionPoint Financial
Arizona
$5.25M +$873 +18 +0%
TFA
50
TPG Financial Advisors
Oregon
$5.03M +$1.3M +26,786 +35%
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