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

233 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-10
Holders Change %
-4.12%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
24
Increased
87
Reduced
87
Closed
29
Calls
$19.7M
Puts
$404K
Net Calls
+$19.3M
Net Calls Change
+$18.6M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$36.5M
2
WF
2
Williams Financial
Vermont
$18.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$43.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.1M
5
WA
5
Waverly Advisors
Alabama
$7.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$1.43M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WIA
4
World Investment Advisors
California
$22.4M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$11.4M -$6.28M -127,564 -36%
PCIG
27
Partners Capital Investment Group
Massachusetts
$11.2M -$2.77M -56,248 -20%
HIIFS
28
Harel Insurance Investments & Financial Services
Israel
$11.1M +$5.02M +102,000 +82%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$11.1M +$643K +13,054 +6%
Stifel Financial
30
Stifel Financial
Missouri
$9.76M +$2.73M +55,407 +39%
CTA
31
Colonial Trust Advisors
South Carolina
$9.47M +$857K +17,403 +10%
SC
32
Scotia Capital
Ontario, Canada
$9.01M +$2.27M +46,055 +34%
CAN
33
Cetera Advisor Networks
California
$7.78M +$2.32M +47,140 +43%
MYLI
34
Meiji Yasuda Life Insurance
Japan
$7.7M – – –
WA
35
Waverly Advisors
Alabama
$7.65M +$7.65M +155,373 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.64M -$208K -4,223 -3%
CBC
37
Coombe, Bender & Co
New York
$7.42M +$1.35M +27,346 +22%
PA
38
Probity Advisors
Texas
$7.23M -$9.81M -199,226 -58%
IIA
39
Integral Investment Advisors
California
$7.05M +$230K +4,675 +3%
SC
40
Saiph Capital
New Jersey
$6.97M +$316K +6,428 +5%
Wells Fargo
41
Wells Fargo
California
$6.82M -$3M -60,956 -31%
FDP
42
Financiere des Professionnels
Quebec, Canada
$6.64M – – –
Financial Engines Advisors
43
Financial Engines Advisors
California
$6.58M -$652K -13,245 -9%
MM
44
Main Management
California
$6.51M +$281K +5,700 +5%
AI
45
Atria Investments
North Carolina
$6.22M +$3.09M +62,811 +99%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.2M -$134K -2,726 -2%
CT
47
Colonial Trust
South Carolina
$5.75M +$472K +9,583 +9%
MHR
48
Matthew Hamilton Rosenberg
$5.74M -$53.8K -1,099 -0.9%
Lido Advisors
49
Lido Advisors
California
$5.55M +$1.97M +40,016 +55%
COCM
50
Charter Oak Capital Management
New Hampshire
$5.36M -$732K -14,879 -12%
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