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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 %
LPP
101
Life Planning Partners
Florida
$1.5M +$1.5M +30,548 New
PWG
102
Private Wealth Group
Florida
$1.44M – – –
WFAG
103
Wescott Financial Advisory Group
Pennsylvania
$1.41M -$83.4K -1,696 -6%
AFG
104
Atomi Financial Group
New York
$1.41M +$1.41M +28,622 New
PWCM
105
Processus Wealth & Capital Management
Tennessee
$1.4M +$1.4M +28,393 New
Truist Financial
106
Truist Financial
North Carolina
$1.35M +$37.2K +757 +3%
AssetMark Inc
107
AssetMark Inc
California
$1.34M -$61.5K -1,249 -4%
Northern Trust
108
Northern Trust
Illinois
$1.32M +$1.32M +26,930 New
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$1.32M -$27.7K -564 -2%
FIM
110
Freedom Investment Management
Connecticut
$1.3M -$108K -2,202 -8%
CM
111
Crestline Management
Texas
$1.28M – – –
CWM
112
Comprehensive Wealth Management
Washington
$1.27M -$20.5K -417 -2%
OC
113
Oppenheimer & Co
New York
$1.27M +$28.1K +572 +2%
BIA
114
Biondo Investment Advisors
Pennsylvania
$1.18M -$17K -345 -1%
Bank Julius Baer & Co
115
Bank Julius Baer & Co
Switzerland
$1.16M -$14.2K -289 -1%
LTI
116
Laffer Tengler Investments
Tennessee
$1.14M +$229K +4,661 +25%
DWMG
117
DB Wealth Management Group
California
$1.11M -$45.8K -930 -4%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$1.08M -$279K -5,673 -21%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$28.3K +576 +3%
HWMA
120
Heritage Wealth Management (Arizona)
Arizona
$1.04M +$1.04M +21,205 New
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$1.02M – – –
DI
122
Disciplined Investments
Oklahoma
$1.01M +$142K +2,877 +16%
4WM
123
4J Wealth Management
Virginia
$976K -$255K -5,185 -21%
PWMG
124
Private Wealth Management Group
New Jersey
$964K +$964K +19,599 New
AAS
125
Ameritas Advisory Services
Nebraska
$959K -$514K -10,452 -35%
3 4
5
6 7