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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 $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
3.7%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
24
Increased
71
Reduced
92
Closed
18
Calls
$70.2M
Puts
$90K
Net Calls
+$70.1M
Net Calls Change
-$9.75M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$89.2M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$20.4M
3
GSWM
3
Greenup Street Wealth Management
Michigan
$11.9M
4
Jane Street
4
Jane Street
New York
$5.72M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$104M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
Bank of America
2
Bank of America
North Carolina
$45.4M
3
LPL Financial
3
LPL Financial
California
$40.1M
4
IIA
4
Integral Investment Advisors
California
$6.38M
5
AssetMark Inc
5
AssetMark Inc
California
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
76
FinTrust Capital Advisors
South Carolina
$2.16M +$480K +10,000 +28%
Citadel Advisors
77
Citadel Advisors
Florida
$2.16M -$1.45M -30,210 -40%
MMA
78
Miracle Mile Advisors
California
$2.16M -$116K -2,416 -5%
AMM
79
American Money Management
California
$2.15M -$129K -2,680 -6%
CFG
80
Cosner Financial Group
Colorado
$2.14M -$48 -1 -0%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.13M +$488K +10,171 +30%
SWP
82
Stratos Wealth Partners
Ohio
$2.12M +$192K +4,003 +10%
SAM
83
Simplify Asset Management
Nevada
$2.09M – – –
TWC
84
TD Waterhouse Canada
Ontario, Canada
$2.06M -$138K -2,817 -6%
VIM
85
Vista Investment Management
Pennsylvania
$2.05M +$119K +2,474 +6%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$1.99M +$1.36M +28,434 +219%
Corient Private Wealth
87
Corient Private Wealth
Florida
$1.97M -$448K -9,339 -19%
AFAS
88
Acorn Financial Advisory Services
Virginia
$1.84M -$174K -3,629 -9%
SRC
89
Shufro Rose & Co
New York
$1.82M +$288K +5,998 +19%
AA
90
Argent Advisors
Louisiana
$1.77M +$23.5K +489 +1%
AWM
91
Alterna Wealth Management
Texas
$1.73M +$314K +6,541 +22%
TRIA
92
Trail Ridge Investment Advisors
Colorado
$1.64M -$674K -14,048 -29%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$1.59M +$246K +5,136 +18%
WFAG
94
Wescott Financial Advisory Group
Pennsylvania
$1.46M -$178K -3,710 -11%
AAS
95
Ameritas Advisory Services
Nebraska
$1.44M +$1.44M +29,946 New
OMC
96
Old Mission Capital
Illinois
$1.42M -$1.55M -32,392 -52%
PWG
97
Private Wealth Group
Florida
$1.41M – – –
FIM
98
Freedom Investment Management
Connecticut
$1.37M -$15.5K -323 -1%
AssetMark Inc
99
AssetMark Inc
California
$1.37M -$4.05M -84,360 -75%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.32M -$453K -9,438 -26%
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4
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