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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 %
EIA
101
Eldridge Investment Advisors
New Hampshire
$1.5M -$555K -11,444 -27%
CWM
102
Comprehensive Wealth Management
Washington
$1.49M +$522K +10,775 +54%
Truist Financial
103
Truist Financial
North Carolina
$1.46M +$477K +9,839 +49%
PWG
104
Private Wealth Group
Florida
$1.42M – – –
EPP
105
ETF Portfolio Partners
Kansas
$1.33M -$9.36K -193 -0.7%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$409K +8,442 +45%
LWM
107
Laidlaw Wealth Management
New York
$1.26M +$8.63K +178 +0.7%
OC
108
Oppenheimer & Co
New York
$1.26M -$658K -13,579 -34%
CM
109
Crestline Management
Texas
$1.26M -$4.36M -90,000 -78%
DWMG
110
DB Wealth Management Group
California
$1.19M +$50.1K +1,034 +4%
BlackRock
111
BlackRock
New York
$1.19M -$3.17M -65,412 -73%
LTI
112
Laffer Tengler Investments
Tennessee
$1.17M -$275K -5,679 -19%
4WM
113
4J Wealth Management
Virginia
$1.16M -$5.82K -120 -0.5%
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$1.14M +$199K +4,100 +21%
BIA
115
Biondo Investment Advisors
Pennsylvania
$1.08M -$10.7K -220 -1%
SFO
116
Stokes Family Office
Louisiana
$1.08M – – –
RCAG
117
Rehmann Capital Advisory Group
Michigan
$1.04M -$51.3K -1,058 -5%
AssetMark Inc
118
AssetMark Inc
California
$1.01M -$9.86M -203,410 -91%
B
119
Barings
North Carolina
$925K -$6.69M -138,052 -88%
PAG
120
Private Advisor Group
New Jersey
$921K -$340K -7,014 -27%
AWS
121
Atria Wealth Solutions
New York
$895K -$235K -4,843 -21%
MIH
122
Meitav Investment House
Israel
$893K +$109K +2,234 +14%
DI
123
Disciplined Investments
Oklahoma
$862K -$9.16K -189 -1%
BRWA
124
B. Riley Wealth Advisors
Florida
$845K -$45.8K -945 -5%
MIA
125
MMBG Investment Advisors
Florida
$822K – – –
3 4
5
6 7