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

242 hedge funds and large institutions have $1.65B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+8
Holders Change %
+3.42%
% of All Funds
3.9%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
46
Increased
81
Reduced
88
Closed
32
Calls
$40.9M
Puts
$51K
Net Calls
+$40.9M
Net Calls Change
+$4.43M

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$62.6M
2
Macquarie Group
2
Macquarie Group
Australia
$58.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$44.6M
4
Mariner
4
Mariner
Kansas
$127M
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$16.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Jane Street
4
Jane Street
New York
$5.26M
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
$3.38M -$1.03M -21,526 -23%
RJA
77
Raymond James & Associates
Florida
$3.28M -$2.21M -46,101 -40%
SPC
78
Sigma Planning Corp
Michigan
$3.24M -$1.23M -25,739 -28%
CFGS
79
Concourse Financial Group Securities
Alabama
$3.17M -$102K -2,132 -3%
SWM
80
Spire Wealth Management
Virginia
$2.99M -$363K -7,593 -11%
ECA
81
Elevated Capital Advisors
Utah
$2.97M -$322K -6,721 -10%
AMM
82
American Money Management
California
$2.95M -$232K -4,852 -7%
PP
83
PrairieView Partners
Minnesota
$2.93M -$599K -12,509 -17%
WFAG
84
Wescott Financial Advisory Group
Pennsylvania
$2.86M -$697K -14,566 -20%
IFS
85
Ifrah Financial Services
Arkansas
$2.83M -$21.9K -457 -0.8%
AAS
86
Avantax Advisory Services
Texas
$2.74M +$182K +3,811 +7%
KAS
87
Kestra Advisory Services
Texas
$2.62M +$304K +6,353 +13%
CBC
88
Coombe, Bender & Co
New York
$2.59M +$1.05M +21,941 +68%
LAS
89
Lloyd Advisory Services
Georgia
$2.57M +$6.99K +146 +0.3%
WFM
90
Wolff Financial Management
Michigan
$2.5M -$4.68M -97,796 -65%
MMA
91
Miracle Mile Advisors
California
$2.38M +$213K +4,441 +10%
AFAS
92
Acorn Financial Advisory Services
Virginia
$2.09M -$194K -4,061 -9%
EIA
93
Eldridge Investment Advisors
New Hampshire
$2.03M +$2.03M +42,368 New
WI
94
WrapManager Inc
California
$2M +$2M +41,844 New
SWP
95
Stratos Wealth Partners
Ohio
$1.92M -$587K -12,262 -23%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$1.9M +$450K +9,407 +31%
OC
97
Oppenheimer & Co
New York
$1.89M +$546K +11,415 +41%
AAS
98
Ameritas Advisory Services
Nebraska
$1.89M +$110K +2,303 +6%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$1.87M -$268K -5,533 -13%
KPWS
100
Kestra Private Wealth Services
Texas
$1.81M +$1.81M +37,781 New
2 3
4
5 6