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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 %
SA
126
Strategic Advocates
Utah
$679K +$679K +14,147 New
FIA
127
Foundations Investment Advisors
Arizona
$660K +$127K +2,655 +24%
DWA
128
Divergent Wealth Advisors
Utah
$655K -$64.4K -1,342 -9%
Comerica Bank
129
Comerica Bank
Texas
$652K +$652K +13,593 New
UCFA
130
United Capital Financial Advisors
Texas
$605K -$92.3K -1,923 -13%
BRWA
131
B. Riley Wealth Advisors
Florida
$598K +$26.5K +552 +5%
NA
132
NewEdge Advisors
Louisiana
$570K -$820K -17,091 -59%
TIM
133
Tortoise Investment Management
New York
$565K -$8.4K -175 -1%
BFA
134
Beacon Financial Advisory
Ohio
$562K +$192 +4 +0%
TLFA
135
True Link Financial Advisors
California
$553K – – –
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$534K +$534K +11,125 New
OPS
137
Orion Portfolio Solutions
Nebraska
$534K +$206K +4,297 +63%
BCI
138
Brinker Capital Investments
Pennsylvania
$534K +$206K +4,297 +63%
B
139
Barings
North Carolina
$521K -$395K -8,227 -43%
RIA
140
Regal Investment Advisors
Michigan
$508K -$6.82K -142 -1%
TFA
141
TPG Financial Advisors
Oregon
$494K -$596K -12,421 -55%
EH
142
Equitable Holdings
New York
$474K +$18.2K +379 +4%
PAG
143
Private Advisor Group
New Jersey
$462K -$27.3K -568 -6%
IAG
144
Investment Advisory Group
Massachusetts
$444K – – –
NP
145
NorthRock Partners
Minnesota
$441K +$441K +9,193 New
CPSC
146
Carl P. Sherr & Co
Massachusetts
$437K -$27.1K -564 -6%
LA
147
LexAurum Advisors
Kansas
$434K +$138K +2,873 +47%
PWW
148
Pettyjohn Wood & White
Virginia
$419K – – –
CAM
149
Cresset Asset Management
Illinois
$398K +$398K +8,293 New
TIA
150
Traphagen Investment Advisors
New Jersey
$386K +$189K +3,930 +96%
4 5
6
7 8