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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 %
DWA
126
Divergent Wealth Advisors
Utah
$723K -$1.31M -27,101 -64%
UCFA
127
United Capital Financial Advisors
Texas
$701K +$7.91K +164 +1%
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$626K – – –
NW
129
NewEdge Wealth
Pennsylvania
$608K +$608K +12,613 New
BWA
130
BDO Wealth Advisors
Florida
$594K -$7.23K -150 -1%
TIM
131
Tortoise Investment Management
New York
$576K -$37.3K -774 -6%
BRWA
132
B. Riley Wealth Advisors
Florida
$574K -$266K -5,511 -32%
BFA
133
Beacon Financial Advisory
Ohio
$564K +$145 +3 +0%
TLFA
134
True Link Financial Advisors
California
$555K – – –
FIA
135
Foundations Investment Advisors
Arizona
$535K +$211K +4,368 +65%
RIA
136
Regal Investment Advisors
Michigan
$517K +$7.62K +158 +1%
WP
137
WealthSource Partners
California
$496K +$496K +10,286 New
PAG
138
Private Advisor Group
New Jersey
$491K -$424K -8,800 -46%
MCI
139
MRP Capital Investments
Georgia
$479K -$6.75K -140 -1%
CPSC
140
Carl P. Sherr & Co
Massachusetts
$467K -$36.1K -749 -7%
EH
141
Equitable Holdings
New York
$458K +$458K +9,491 New
IAG
142
Investment Advisory Group
Massachusetts
$446K – – –
PWW
143
Pettyjohn Wood & White
Virginia
$421K -$238K -4,945 -36%
TIA
144
Traphagen Investment Advisors
New Jersey
$392K -$6.68K -70 -2%
BCA
145
Bay Colony Advisors
Massachusetts
$386K -$6.07K -126 -2%
BWM
146
Bulltick Wealth Management
Florida
$381K -$1.23M -25,617 -76%
CPIA
147
Cornell Pochily Investment Advisors
New York
$375K +$1.93K +40 +0.5%
WP
148
Wealthspan Partners
Iowa
$364K -$2.94K -61 -0.8%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$364K -$3.57K -74 -1%
DE
150
Day & Ennis
Georgia
$352K – – –
4 5
6
7 8