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

228 hedge funds and large institutions have $1.44B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.6%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
22
Increased
70
Reduced
98
Closed
24
Calls
$79.8M
Puts
$10K
Net Calls
+$79.8M
Net Calls Change
+$79.4M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$13.9M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.56M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$99.7M
4
AssetMark Inc
4
AssetMark Inc
California
$5.44M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.26M

Top Sellers

1
KLI
1
Kelman-Lazarov Inc
Tennessee
$0
2
Jane Street
2
Jane Street
New York
$0
3
TF
3
TIAA FSB
Florida
$23.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$30.1M
5
UBS Group
5
UBS Group
Switzerland
$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
51
DecisionPoint Financial
Arizona
$4.99M -$230K -4,764 -4%
SF
52
Summit Financial
New Jersey
$4.92M +$4.26M +88,389 +644%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$4.85M +$5.11K +106 +0.1%
RJA
54
Raymond James & Associates
Florida
$4.69M +$61.2K +1,270 +1%
SFG
55
StrategIQ Financial Group
Indiana
$4.69M -$145 -3 -0%
AWS
56
Atria Wealth Solutions
New York
$4.45M +$3.56M +73,804 +400%
CT
57
Colonial Trust
South Carolina
$4.35M +$302K +6,265 +7%
AAS
58
Avantax Advisory Services
Texas
$4.2M -$1.63M -33,903 -28%
BCG
59
Breakwater Capital Group
New Jersey
$4.17M +$131K +2,716 +3%
SC
60
Scotia Capital
Ontario, Canada
$4.07M +$579K +12,011 +17%
FCIM
61
Fairview Capital Investment Management
California
$4.01M -$73.5K -1,525 -2%
OCM
62
One Capital Management
California
$3.75M +$59.1K +1,226 +2%
RIM
63
Rockbridge Investment Management
New York
$3.63M +$55.2K +1,144 +2%
Citadel Advisors
64
Citadel Advisors
Florida
$3.63M +$3.19M +66,104 +726%
Lido Advisors
65
Lido Advisors
California
$3.56M +$884K +18,330 +33%
SC
66
Sierra Capital
Florida
$3.48M +$370K +7,678 +12%
CBC
67
Coombe, Bender & Co
New York
$3.22M +$361K +7,492 +13%
Goldman Sachs
68
Goldman Sachs
New York
$3.18M -$7.01M -145,371 -69%
CFGS
69
Concourse Financial Group Securities
Alabama
$3.15M -$3.71K -77 -0.1%
AI
70
Atria Investments
North Carolina
$3M +$3M +62,150 New
OMC
71
Old Mission Capital
Illinois
$2.99M +$2.58M +53,436 +621%
IFS
72
Ifrah Financial Services
Arkansas
$2.93M +$77.8K +1,613 +3%
GLR
73
Great Lakes Retirement
Ohio
$2.88M -$208K -4,307 -7%
PP
74
PrairieView Partners
Minnesota
$2.83M +$137K +2,842 +5%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$2.56M -$411K -8,503 -14%
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