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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 %
AAS
101
Ameritas Advisory Services
Nebraska
$1.41M +$448K +9,108 +47%
Kovitz Investment Group Partners
102
Kovitz Investment Group Partners
Illinois
$1.38M +$59.6K +1,210 +5%
LCAM
103
London & Capital Asset Management
United Kingdom
$1.32M +$1.32M +26,900 New
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$1.32M -$93.9K -1,908 -7%
Truist Financial
105
Truist Financial
North Carolina
$1.25M -$103K -2,102 -8%
FIM
106
Freedom Investment Management
Connecticut
$1.24M -$59.4K -1,207 -5%
LTI
107
Laffer Tengler Investments
Tennessee
$1.22M +$72.3K +1,468 +6%
OC
108
Oppenheimer & Co
New York
$1.21M -$58.7K -1,193 -5%
BIA
109
Biondo Investment Advisors
Pennsylvania
$1.2M +$25.3K +515 +2%
KAS
110
Kestra Advisory Services
Texas
$1.19M -$1.33M -26,931 -53%
CPBTD
111
Central Pacific Bank - Trust Division
Hawaii
$1.13M +$1.13M +23,075 New
Bank Julius Baer & Co
112
Bank Julius Baer & Co
Switzerland
$1.06M -$98.4K -2,000 -8%
AssetMark Inc
113
AssetMark Inc
California
$1.05M -$292K -5,928 -22%
CCAL
114
City Center Advisors LLC
Michigan
$1.04M +$1.04M +21,199 New
HWMA
115
Heritage Wealth Management (Arizona)
Arizona
$1.04M -$5.17K -105 -0.5%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.03M -$45.7K -929 -4%
WC
117
Waterloo Capital
Texas
$1.02M +$1.02M +20,807 New
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$1.02M – – –
GSIAS
119
Garden State Investment Advisory Services
New Jersey
$993K +$64.7K +1,313 +7%
4WM
120
4J Wealth Management
Virginia
$982K +$5.91K +120 +0.6%
MA
121
Mutual Advisors
Nebraska
$952K +$50.8K +1,032 +6%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$933K -$128K -2,610 -12%
SFO
123
Stokes Family Office
Louisiana
$902K – – –
SA
124
Strategic Advocates
Utah
$883K +$38.4K +780 +5%
CPCP
125
Cedar Point Capital Partners
Iowa
$861K +$7.83K +159 +0.9%
3 4
5
6 7