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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 %
FIM
101
Freedom Investment Management
Connecticut
$1.39M -$107K -2,210 -7%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$44.2K +916 +3%
WFM
103
Wolff Financial Management
Michigan
$1.35M -$486K -10,080 -26%
CWM
104
Comprehensive Wealth Management
Washington
$1.33M -$144K -2,989 -10%
Truist Financial
105
Truist Financial
North Carolina
$1.31M -$144K -2,978 -10%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$1.3M -26,999 -50%
LWM
107
Laidlaw Wealth Management
New York
$1.27M +$12.4K +257 +1%
CM
108
Crestline Management
Texas
$1.25M – – –
BlackRock
109
BlackRock
New York
$1.19M +$10.5K +217 +0.9%
SWM
110
Spire Wealth Management
Virginia
$1.17M -$854K -17,715 -42%
4WM
111
4J Wealth Management
Virginia
$1.16M – – –
DWMG
112
DB Wealth Management Group
California
$1.15M -$36.9K -766 -3%
Bank Julius Baer & Co
113
Bank Julius Baer & Co
Switzerland
$1.11M -$20.9K -433 -2%
TFA
114
TPG Financial Advisors
Oregon
$1.09M -$3.91M -81,066 -78%
SFO
115
Stokes Family Office
Louisiana
$1.08M +$4.82K +100 +0.4%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$1.06M +$26.2K +544 +3%
BIA
117
Biondo Investment Advisors
Pennsylvania
$1.06M -$19K -395 -2%
GSIAS
118
Garden State Investment Advisory Services
New Jersey
$1.03M +$247K +5,116 +32%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$997K +$997K +20,680 New
LTI
120
Laffer Tengler Investments
Tennessee
$952K -$209K -4,330 -18%
B
121
Barings
North Carolina
$920K – – –
DI
122
Disciplined Investments
Oklahoma
$888K +$31.3K +650 +4%
MA
123
Mutual Advisors
Nebraska
$849K +$849K +17,602 New
MIA
124
MMBG Investment Advisors
Florida
$819K – – –
MIH
125
Meitav Investment House
Israel
$809K -$71.3K -1,480 -8%
3 4
5
6 7