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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 %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$1.31M -$299K -6,236 -19%
Truist Financial
102
Truist Financial
North Carolina
$1.28M -$19.5K -406 -1%
CWM
103
Comprehensive Wealth Management
Washington
$1.26M -$68.7K -1,432 -5%
CM
104
Crestline Management
Texas
$1.25M – – –
OC
105
Oppenheimer & Co
New York
$1.21M -$183K -3,805 -13%
4WM
106
4J Wealth Management
Virginia
$1.2M +$49.2K +1,025 +4%
BIA
107
Biondo Investment Advisors
Pennsylvania
$1.16M +$110K +2,285 +10%
Bank Julius Baer & Co
108
Bank Julius Baer & Co
Switzerland
$1.14M +$34.7K +722 +3%
WFM
109
Wolff Financial Management
Michigan
$1.13M -$215K -4,483 -16%
DWMG
110
DB Wealth Management Group
California
$1.13M -$14.1K -294 -1%
SFO
111
Stokes Family Office
Louisiana
$1.08M – – –
NW
112
NewEdge Wealth
Pennsylvania
$1.05M +$445K +9,281 +74%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$1.01M -$279K -5,807 -22%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$993K – – –
NS
115
NBC Securities
Alabama
$985K +$985K +20,531 New
RCAG
116
Rehmann Capital Advisory Group
Michigan
$968K -$88K -1,834 -8%
GSIAS
117
Garden State Investment Advisory Services
New Jersey
$910K -$113K -2,361 -11%
LTI
118
Laffer Tengler Investments
Tennessee
$892K -$56K -1,166 -6%
HF
119
HRT Financial
New York
$870K +$870K +18,147 New
DI
120
Disciplined Investments
Oklahoma
$851K -$33.2K -692 -4%
MA
121
Mutual Advisors
Nebraska
$845K +$624 +13 +0.1%
MIA
122
MMBG Investment Advisors
Florida
$814K – – –
HPM
123
Hoxton Planning & Management
West Virginia
$769K +$431K +8,982 +127%
SWM
124
Spire Wealth Management
Virginia
$739K -$425K -8,857 -37%
MIH
125
Meitav Investment House
Israel
$732K -$72.9K -1,520 -9%
3 4
5
6 7