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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 %
SFG
51
StrategIQ Financial Group
Indiana
$5.48M +$625K +12,707 +13%
MML Investors Services
52
MML Investors Services
Massachusetts
$5.46M -$2.18M -44,329 -29%
CAN
53
Cetera Advisor Networks
California
$5.45M -$140K -2,851 -3%
SF
54
Summit Financial
New Jersey
$5.33M +$40.8K +830 +0.8%
CT
55
Colonial Trust
South Carolina
$5.28M +$420K +8,546 +9%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$5.12M +$183K +3,726 +4%
DF
57
DecisionPoint Financial
Arizona
$5.05M -$35.4K -720 -0.7%
AWS
58
Atria Wealth Solutions
New York
$4.76M +$65.9K +1,340 +1%
FCIM
59
Fairview Capital Investment Management
California
$4.51M +$223K +4,525 +5%
RJA
60
Raymond James & Associates
Florida
$4.32M -$227K -4,607 -5%
RIM
61
Rockbridge Investment Management
New York
$3.93M +$251K +5,100 +7%
PP
62
PrairieView Partners
Minnesota
$3.77M +$1.09M +22,182 +41%
SC
63
Sierra Capital
Florida
$3.75M +$185K +3,769 +5%
Lido Advisors
64
Lido Advisors
California
$3.58M -$67.4K -1,370 -2%
IIA
65
IPG Investment Advisors
California
$3.56M -$1.56M -31,722 -30%
DAS
66
Dynamic Advisor Solutions
Arizona
$3.27M -$1.66M -33,784 -34%
Goldman Sachs
67
Goldman Sachs
New York
$3.15M -$89.7K -1,824 -3%
PS
68
Principal Securities
Iowa
$3.15M +$3.15M +64,020 New
CFGS
69
Concourse Financial Group Securities
Alabama
$3.13M -$401K -8,143 -11%
AI
70
Atria Investments
North Carolina
$3.13M +$25.4K +516 +0.8%
IFS
71
Ifrah Financial Services
Arkansas
$3.03M -$3.54K -72 -0.1%
OPS
72
Orion Portfolio Solutions
Nebraska
$2.77M +$2.22M +45,281 +407%
BCI
73
Brinker Capital Investments
Pennsylvania
$2.77M +$2.22M +45,281 +407%
AWM
74
Alterna Wealth Management
Texas
$2.76M +$979K +19,903 +55%
Citadel Advisors
75
Citadel Advisors
Florida
$2.7M +$483K +9,819 +22%
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