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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 %
CWM
26
Curi Wealth Management
North Carolina
$12.1M -$327K -6,644 -3%
CNB
27
Camden National Bank
Maine
$11.9M -$302K -6,148 -2%
AWM
28
AE Wealth Management
Kansas
$11.4M -$12.3M -250,290 -52%
GWMIA
29
Global Wealth Management Investment Advisory
Florida
$11.3M +$292K +5,933 +3%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$10.4M +$442K +8,976 +4%
BI
31
Bramshill Investments
Florida
$10.3M +$1.49M +30,226 +17%
Jane Street
32
Jane Street
New York
$9.9M +$4.04M +82,035 +69%
Wells Fargo
33
Wells Fargo
California
$9.82M +$3.18M +64,572 +48%
CTA
34
Colonial Trust Advisors
South Carolina
$8.61M -$60.9K -1,238 -0.7%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.84M -$476K -9,683 -6%
MYLI
36
Meiji Yasuda Life Insurance
Japan
$7.69M – – –
Financial Engines Advisors
37
Financial Engines Advisors
California
$7.23M -$342K -6,951 -5%
Stifel Financial
38
Stifel Financial
Missouri
$7.03M -$392K -7,969 -5%
IIA
39
Integral Investment Advisors
California
$6.81M +$275K +5,590 +4%
SC
40
Scotia Capital
Ontario, Canada
$6.74M +$2.73M +55,525 +68%
SC
41
Saiph Capital
New Jersey
$6.65M +$461K +9,377 +7%
FDP
42
Financiere des Professionnels
Quebec, Canada
$6.64M – – –
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.33M -$234K -4,746 -4%
MM
44
Main Management
California
$6.23M +$6.23M +126,539 New
HIIFS
45
Harel Insurance Investments & Financial Services
Israel
$6.1M +$6.1M +124,000 New
COCM
46
Charter Oak Capital Management
New Hampshire
$6.09M -$936K -19,023 -13%
CBC
47
Coombe, Bender & Co
New York
$6.07M +$2.33M +47,362 +62%
MHR
48
Matthew Hamilton Rosenberg
$5.82M -$67K -1,361 -1%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$5.75M -$873K -17,748 -13%
AAS
50
Avantax Advisory Services
Texas
$5.54M +$526K +10,687 +10%
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