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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$5.34M -$126K -2,556 -2%
SC
52
Sierra Capital
Florida
$5.17M +$1.42M +28,749 +38%
DF
53
DecisionPoint Financial
Arizona
$5.01M -$6.11K -125 -0.1%
AWS
54
Atria Wealth Solutions
New York
$5.01M +$245K +4,974 +5%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$4.97M -$788K -16,017 -14%
Northern Trust
56
Northern Trust
Illinois
$4.79M +$3.47M +70,411 +261%
AAS
57
Avantax Advisory Services
Texas
$4.78M -$758K -15,406 -14%
PAG
58
Private Advisor Group
New Jersey
$4.71M +$4.19M +85,182 +805%
SF
59
Summit Financial
New Jersey
$4.54M -$792K -16,091 -15%
FCIM
60
Fairview Capital Investment Management
California
$4.49M -$22.1K -450 -0.5%
RJA
61
Raymond James & Associates
Florida
$4.13M -$193K -3,923 -4%
CA
62
Cetera Advisors
Colorado
$4.01M +$4.01M +81,571 New
PP
63
PrairieView Partners
Minnesota
$3.84M +$58.4K +1,187 +2%
IIA
64
IPG Investment Advisors
California
$3.83M +$265K +5,384 +7%
RIM
65
Rockbridge Investment Management
New York
$3.82M -$109K -2,208 -3%
TRIA
66
Trail Ridge Investment Advisors
Colorado
$3.62M +$1.84M +37,451 +104%
PS
67
Principal Securities
Iowa
$3.46M +$309K +6,281 +10%
CFGS
68
Concourse Financial Group Securities
Alabama
$3.3M +$172K +3,492 +5%
IFS
69
Ifrah Financial Services
Arkansas
$3.18M +$150K +3,042 +5%
OPS
70
Orion Portfolio Solutions
Nebraska
$3.12M +$348K +7,076 +13%
BCI
71
Brinker Capital Investments
Pennsylvania
$3.12M +$348K +7,076 +13%
Goldman Sachs
72
Goldman Sachs
New York
$2.99M -$165K -3,354 -5%
DAS
73
Dynamic Advisor Solutions
Arizona
$2.9M -$383K -7,774 -12%
AWM
74
Alterna Wealth Management
Texas
$2.84M +$83.5K +1,697 +3%
SWP
75
Stratos Wealth Partners
Ohio
$2.65M +$3.05K +62 +0.1%
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3
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