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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 %
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
$2.48M -$161K -3,345 -6%
Corient Private Wealth
77
Corient Private Wealth
Florida
$2.43M -$427K -8,861 -15%
KAS
78
Kestra Advisory Services
Texas
$2.39M -$40.1K -832 -2%
TRIA
79
Trail Ridge Investment Advisors
Colorado
$2.32M +$280K +5,803 +14%
AMM
80
American Money Management
California
$2.29M -$140K -2,910 -6%
MMA
81
Miracle Mile Advisors
California
$2.28M -$115K -2,376 -5%
TWC
82
TD Waterhouse Canada
Ontario, Canada
$2.17M -$199K -4,104 -8%
CFG
83
Cosner Financial Group
Colorado
$2.15M +$2.15M +44,577 New
SAM
84
Simplify Asset Management
Nevada
$2.1M +$2.1M +43,571 New
KPWS
85
Kestra Private Wealth Services
Texas
$2.03M -$222K -4,608 -10%
AFAS
86
Acorn Financial Advisory Services
Virginia
$2.03M -$7.52K -156 -0.4%
SWP
87
Stratos Wealth Partners
Ohio
$1.94M +$399K +8,274 +26%
VIM
88
Vista Investment Management
Pennsylvania
$1.94M +$246K +5,101 +15%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$1.78M -$31.4K -652 -2%
AA
90
Argent Advisors
Louisiana
$1.75M -$253K -5,243 -13%
FCA
91
FinTrust Capital Advisors
South Carolina
$1.68M – – –
SPC
92
Sigma Planning Corp
Michigan
$1.66M -$1.63M -33,726 -49%
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.65M +$193 +4 +0%
WFAG
94
Wescott Financial Advisory Group
Pennsylvania
$1.64M -$522K -10,835 -24%
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$1.62M -$60.4K -1,253 -4%
SRC
96
Shufro Rose & Co
New York
$1.54M -$207K -4,286 -12%
AWM
97
Alterna Wealth Management
Texas
$1.43M +$699K +14,493 +96%
PWG
98
Private Wealth Group
Florida
$1.41M – – –
OC
99
Oppenheimer & Co
New York
$1.4M +$143K +2,971 +11%
NA
100
NewEdge Advisors
Louisiana
$1.4M -$1.43M -29,570 -51%
2 3
4
5 6