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

243 hedge funds and large institutions have $1.4B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.56%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
35
Increased
69
Reduced
104
Closed
24
Calls
$792K
Puts
$90K
Net Calls
+$702K
Net Calls Change
-$69.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$296M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$16.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$16.4M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$26.4M
5
MM
5
Main Management
California
$6.23M

Top Sellers

1
Mariner
1
Mariner
Kansas
$2.67M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$49.5M
3
Macquarie Group
3
Macquarie Group
Australia
$1.75M
4
AWM
4
AE Wealth Management
Kansas
$11.4M
5
PA
5
Probity Advisors
Texas
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$2.67M -$138M -2,799,392 -98%
SWP
77
Stratos Wealth Partners
Ohio
$2.64M +$468K +9,516 +22%
DW
78
Dodds Wealth
Colorado
$2.64M +$2.64M +53,709 New
KAS
79
Kestra Advisory Services
Texas
$2.52M -$110K -2,241 -4%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$2.51M -$62.8K -1,276 -2%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$2.44M +$406K +8,259 +20%
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.28M +$96.4K +1,959 +4%
FCA
83
FinTrust Capital Advisors
South Carolina
$2.22M – – –
AMM
84
American Money Management
California
$2.22M +$13.4K +272 +0.6%
IAIM
85
International Assets Investment Management
Florida
$2.17M +$2.17M +44,131 New
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$2.1M -$141K -2,856 -6%
CFG
87
Cosner Financial Group
Colorado
$2.09M -$100K -2,035 -5%
VIM
88
Vista Investment Management
Pennsylvania
$2.08M -$14.1K -287 -0.7%
Corient Private Wealth
89
Corient Private Wealth
Florida
$2.04M +$20.6K +419 +1%
TWC
90
TD Waterhouse Canada
Ontario, Canada
$1.95M -$211K -4,098 -10%
MMA
91
Miracle Mile Advisors
California
$1.93M -$284K -5,769 -13%
AFAS
92
Acorn Financial Advisory Services
Virginia
$1.85M -$35.5K -724 -2%
FWM
93
Fonville Wealth Management
Virginia
$1.82M +$1.82M +36,983 New
OMC
94
Old Mission Capital
Illinois
$1.8M +$339K +6,891 +23%
TRIA
95
Trail Ridge Investment Advisors
Colorado
$1.78M +$98.2K +1,995 +6%
SRC
96
Shufro Rose & Co
New York
$1.76M -$60K -1,250 -3%
Macquarie Group
97
Macquarie Group
Australia
$1.75M -$49.8M -1,011,773 -97%
NL
98
NDWM LLC
California
$1.74M +$1.74M +35,417 New
AA
99
Argent Advisors
Louisiana
$1.71M -$104K -2,106 -6%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$1.59M -$45.1K -916 -3%
2 3
4
5 6