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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 $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
3.7%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
24
Increased
71
Reduced
92
Closed
18
Calls
$70.2M
Puts
$90K
Net Calls
+$70.1M
Net Calls Change
-$9.75M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$89.2M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$20.4M
3
GSWM
3
Greenup Street Wealth Management
Michigan
$11.9M
4
Jane Street
4
Jane Street
New York
$5.72M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$104M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
Bank of America
2
Bank of America
North Carolina
$45.4M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
IIA
4
Integral Investment Advisors
California
$6.38M
5
AssetMark Inc
5
AssetMark Inc
California
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Curi Wealth Management
North Carolina
$12.1M -$863K -17,984 -7%
GSWM
27
Greenup Street Wealth Management
Michigan
$11.9M +$6.14M +127,912 +106%
CNB
28
Camden National Bank
Maine
$11.9M -$259K -5,397 -2%
GWMIA
29
Global Wealth Management Investment Advisory
Florida
$10.7M +$501K +10,442 +5%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$9.72M +$1M +20,925 +12%
BI
31
Bramshill Investments
Florida
$8.6M -$161K -3,346 -2%
CTA
32
Colonial Trust Advisors
South Carolina
$8.46M +$1.57M +32,638 +23%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.11M -$3.65M -75,994 -31%
MYLI
34
Meiji Yasuda Life Insurance
Japan
$7.51M – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$7.46M +$461K +9,596 +7%
Financial Engines Advisors
36
Financial Engines Advisors
California
$7.39M -$124K -2,593 -2%
Stifel Financial
37
Stifel Financial
Missouri
$7.24M -$396K -8,254 -5%
COCM
38
Charter Oak Capital Management
New Hampshire
$6.85M -$853K -17,771 -11%
FDP
39
Financiere des Professionnels
Quebec, Canada
$6.48M +$6.48M +135,000 New
Wells Fargo
40
Wells Fargo
California
$6.48M +$152K +3,164 +2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$6.47M +$102K +2,120 +2%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.4M -$130K -2,711 -2%
IIA
43
Integral Investment Advisors
California
$6.38M -$5.34M -111,213 -46%
SC
44
Saiph Capital
New Jersey
$6.04M +$871K +18,157 +17%
MHR
45
Matthew Hamilton Rosenberg
$5.74M -$2.17M -45,301 -27%
Jane Street
46
Jane Street
New York
$5.72M +$5.72M +119,159 New
CAN
47
Cetera Advisor Networks
California
$5.46M -$19.3K -402 -0.4%
SF
48
Summit Financial
New Jersey
$5.16M +$257K +5,354 +5%
IIA
49
IPG Investment Advisors
California
$5M -$374K -7,789 -7%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$4.96M -$1.27M -26,482 -20%
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