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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 %
GSIAS
126
Garden State Investment Advisory Services
New Jersey
$785K +$249K +5,138 +46%
AWM
127
Alterna Wealth Management
Texas
$732K +$732K +15,098 New
UCFA
128
United Capital Financial Advisors
Texas
$697K +$239K +4,922 +52%
SF
129
Summit Financial
New Jersey
$665K +$339 +7 +0.1%
PWW
130
Pettyjohn Wood & White
Virginia
$663K -$461K -9,510 -41%
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$629K -$18.2K -375 -3%
TIM
132
Tortoise Investment Management
New York
$617K -$407K -8,386 -40%
BWA
133
BDO Wealth Advisors
Florida
$605K -$9.7K -200 -2%
BFA
134
Beacon Financial Advisory
Ohio
$567K +$1.99K +41 +0.4%
TLFA
135
True Link Financial Advisors
California
$558K – – –
BAM
136
Belpointe Asset Management
Nevada
$529K -$127K -2,612 -19%
RIA
137
Regal Investment Advisors
Michigan
$512K +$20.5K +422 +4%
CPSC
138
Carl P. Sherr & Co
Massachusetts
$506K – – –
MCI
139
MRP Capital Investments
Georgia
$489K -$1.05M -21,633 -68%
FCA
140
Fortis Capital Advisors
Kansas
$449K -$119K -2,463 -21%
IAG
141
Investment Advisory Group
Massachusetts
$449K +$9.7K +200 +2%
Citadel Advisors
142
Citadel Advisors
Florida
$441K +$441K +9,105 New
AIM
143
Alhambra Investment Management
Florida
$433K -$36.1K -745 -8%
OMC
144
Old Mission Capital
Illinois
$417K -$8.61M -177,542 -95%
FWIA
145
Fort Washington Investment Advisors
Ohio
$404K – – –
DWP
146
Destiny Wealth Partners
Florida
$404K -$18.3M -377,349 -98%
APA
147
Astoria Portfolio Advisors
New York
$397K -$5.78K -119 -1%
BCA
148
Bay Colony Advisors
Massachusetts
$393K +$1.69K +35 +0.4%
TIA
149
Traphagen Investment Advisors
New Jersey
$392K +$94 +1 +0%
9WM
150
9258 Wealth Management
Ohio
$391K -$9.11K -188 -2%
4 5
6
7 8