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

232 hedge funds and large institutions have $1.47B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-10
Holders Change %
-4.13%
% of All Funds
3.71%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
25
Increased
80
Reduced
91
Closed
31
Calls
$428K
Puts
$34K
Net Calls
+$394K
Net Calls Change
-$40.5M

Top Buyers

1
TF
TIAA FSB
Florida
$35.7M
2
WWM
Wiser Wealth Management
Georgia
$13.5M
3
Ameriprise
Ameriprise
Minnesota
$83.6M
4
Jane Street
Jane Street
New York
$15.4M
5
BI
Bramshill Investments
Florida
$9.01M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.99M
3
Bank of America
Bank of America
North Carolina
$61.9M
4
Morgan Stanley
Morgan Stanley
New York
$144M
5
DWP
Destiny Wealth Partners
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$2.61M +$738K +15,221 +39%
KAS
77
Kestra Advisory Services
Texas
$2.44M -$208K -4,299 -8%
AMM
78
American Money Management
California
$2.44M -$546K -11,267 -18%
MMA
79
Miracle Mile Advisors
California
$2.41M +$679 +14 +0%
TWC
80
TD Waterhouse Canada
Ontario, Canada
$2.38M -$1.42M -29,066 -37%
KPWS
81
Kestra Private Wealth Services
Texas
$2.27M +$437K +9,008 +24%
WFAG
82
Wescott Financial Advisory Group
Pennsylvania
$2.18M -$725K -14,948 -25%
TRIA
83
Trail Ridge Investment Advisors
Colorado
$2.05M +$732K +15,102 +55%
AFAS
84
Acorn Financial Advisory Services
Virginia
$2.05M -$67.4K -1,390 -3%
DWA
85
Divergent Wealth Advisors
Utah
$2.04M -$2.74M -56,557 -57%
SWM
86
Spire Wealth Management
Virginia
$2.03M -$995K -20,514 -33%
AA
87
Argent Advisors
Louisiana
$2.01M +$560K +11,558 +39%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.99M -$43.2M -891,407 -96%
AAS
89
Ameritas Advisory Services
Nebraska
$1.95M +$37.6K +775 +2%
WFM
90
Wolff Financial Management
Michigan
$1.85M -$680K -14,029 -27%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.83M -$103K -2,129 -5%
SRC
92
Shufro Rose & Co
New York
$1.76M +$927K +19,131 +112%
VIM
93
Vista Investment Management
Pennsylvania
$1.7M +$202K +4,168 +13%
Kovitz Investment Group Partners
94
Kovitz Investment Group Partners
Illinois
$1.69M -$11K -226 -0.6%
FCA
95
FinTrust Capital Advisors
South Carolina
$1.68M – – –
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.66M +$241K +4,978 +17%
SFS
97
Sowell Financial Services
Arkansas
$1.64M +$1.64M +33,761 New
BWM
98
Bulltick Wealth Management
Florida
$1.63M +$225K +4,640 +16%
SWP
99
Stratos Wealth Partners
Ohio
$1.55M -$393K -8,103 -20%
FIM
100
Freedom Investment Management
Connecticut
$1.51M -$4.19M -86,342 -74%
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