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

233 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-10
Holders Change %
-4.12%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
24
Increased
87
Reduced
87
Closed
29
Calls
$19.7M
Puts
$404K
Net Calls
+$19.3M
Net Calls Change
+$18.6M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$36.5M
2
WF
2
Williams Financial
Vermont
$18.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$43.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.1M
5
WA
5
Waverly Advisors
Alabama
$7.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$1.43M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WIA
4
World Investment Advisors
California
$22.4M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$2.59M +$84K +1,706 +3%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.24M -$49.7K -1,010 -2%
Macquarie Group
78
Macquarie Group
Australia
$2.18M +$436K +8,850 +25%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$2.18M -$269K -5,472 -11%
Mariner
80
Mariner
Kansas
$2.15M -$520K -10,557 -19%
AMM
81
American Money Management
California
$2.14M -$81.7K -1,659 -4%
FCA
82
FinTrust Capital Advisors
South Carolina
$2.1M -$117K -2,380 -5%
IAIM
83
International Assets Investment Management
Florida
$2.1M -$66.9K -1,365 -3%
CFG
84
Cosner Financial Group
Colorado
$2.09M – – –
VIM
85
Vista Investment Management
Pennsylvania
$2.07M -$14.7K -298 -0.7%
CRC
86
Curi RMB Capital
Illinois
$2.03M +$2.03M +41,184 New
MMA
87
Miracle Mile Advisors
California
$1.93M -$443 -9 -0%
FWM
88
Fonville Wealth Management
Virginia
$1.89M +$69.5K +1,413 +4%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$1.86M -$240K -4,876 -11%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$1.81M +$1.81M +36,732 New
TWC
91
TD Waterhouse Canada
Ontario, Canada
$1.79M -$107K -2,149 -6%
AA
92
Argent Advisors
Louisiana
$1.79M +$79.5K +1,616 +5%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$1.75M +$164K +3,335 +10%
Corient Private Wealth
94
Corient Private Wealth
Florida
$1.7M -$344K -6,980 -17%
NL
95
NDWM LLC
California
$1.63M -$116K -2,358 -7%
SMAM
96
Sugar Maple Asset Management
Wisconsin
$1.53M +$1.53M +31,173 New
LPP
97
Life Planning Partners
Florida
$1.5M -$5.17K -105 -0.3%
PWG
98
Private Wealth Group
Florida
$1.44M – – –
AWMS
99
Advocacy Wealth Management Services
Georgia
$1.43M -$48.1M -976,375 -97%
AFG
100
Atomi Financial Group
New York
$1.41M -$443 -9 -0%
2 3
4
5 6