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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 %
DI
126
Disciplined Investments
Oklahoma
$848K -$166K -3,382 -16%
NP
127
NorthRock Partners
Minnesota
$848K +$230K +4,664 +37%
MIA
128
MMBG Investment Advisors
Florida
$832K – – –
FCM
129
Fortis Capital Management
Washington
$827K +$458K +9,315 +124%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$764K +$18K +365 +2%
WFM
131
Wolff Financial Management
Michigan
$759K +$3.69K +75 +0.5%
Comerica Bank
132
Comerica Bank
Texas
$751K -$140K -2,850 -16%
FIA
133
Foundations Investment Advisors
Arizona
$704K +$38.5K +782 +6%
AA
134
Advisory Alpha
Michigan
$663K -$52.3K -1,062 -7%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$650K -$37.4K -759 -5%
PCIA
136
Prime Capital Investment Advisors
Kansas
$643K +$643K +13,057 New
IW
137
Imprint Wealth
South Carolina
$643K +$643K +13,117 New
MIH
138
Meitav Investment House
Israel
$624K -$28.7K -583 -4%
BRWA
139
B. Riley Wealth Advisors
Florida
$598K +$39.2K +816 +7%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$597K +$106K +2,163 +22%
SC
141
Summa Corp
Texas
$591K – – –
NA
142
NewEdge Advisors
Louisiana
$577K -$8.91K -181 -2%
TIM
143
Tortoise Investment Management
New York
$575K +$39.4K +800 +7%
B
144
Barings
North Carolina
$534K – – –
TLFA
145
True Link Financial Advisors
California
$532K – – –
PWMG
146
Private Wealth Management Group
New Jersey
$510K -$455K -9,247 -47%
IAG
147
Investment Advisory Group
Massachusetts
$475K +$19.7K +400 +4%
HPM
148
Hoxton Planning & Management
West Virginia
$460K +$15.1K +307 +3%
IWC
149
Integrated Wealth Concepts
Massachusetts
$431K +$48.5K +986 +13%
FA
150
FC Advisory
Pennsylvania
$428K +$20.2K +410 +5%
4 5
6
7 8