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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

234 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
24
Increased
82
Reduced
85
Closed
19
Calls
$77.1M
Puts
$5.12M
Net Calls
+$71.9M
Net Calls Change
+$52.7M

Top Buyers

1
WIA
1
World Investment Advisors
California
$38.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.61M
3
Jane Street
3
Jane Street
New York
$7.25M
4
FDP
4
Financiere des Professionnels
Quebec, Canada
$13.3M
5
Macquarie Group
5
Macquarie Group
Australia
$8.47M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.55M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.25M
4
Northern Trust
4
Northern Trust
Illinois
$0
5
AWS
5
Atria Wealth Solutions
New York
$651K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
126
MMBG Investment Advisors
Florida
$835K – – –
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$815K +$50.2K +1,019 +7%
WFM
128
Wolff Financial Management
Michigan
$760K +$985 +20 +0.1%
SWM
129
Seed Wealth Management
Illinois
$742K +$742K +15,060 New
OPS
130
Orion Portfolio Solutions
Nebraska
$735K -$2.39M -48,549 -76%
BCI
131
Brinker Capital Investments
Pennsylvania
$735K -$2.39M -48,549 -76%
FIA
132
Foundations Investment Advisors
Arizona
$674K -$30.4K -618 -4%
AWM
133
AE Wealth Management
Kansas
$669K +$669K +13,591 New
AWS
134
Atria Wealth Solutions
New York
$651K -$4.36M -88,528 -87%
AA
135
Advisory Alpha
Michigan
$642K -$21.2K -431 -3%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$618K -$32.5K -660 -5%
MIH
137
Meitav Investment House
Israel
$610K -$14.3K -290 -2%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$597K -$99 -2 -0%
SC
139
Summa Corp
Texas
$591K – – –
HPM
140
Hoxton Planning & Management
West Virginia
$549K +$89.2K +1,812 +19%
AWMS
141
Advocacy Wealth Management Services
Georgia
$549K -$882K -17,900 -62%
PWMG
142
Private Wealth Management Group
New Jersey
$539K +$29K +589 +6%
TIM
143
Tortoise Investment Management
New York
$536K -$39.4K -800 -7%
JWM
144
JGP Wealth Management
Oregon
$529K +$529K +10,749 New
AWA
145
Arkadios Wealth Advisors
Georgia
$512K +$512K +10,401 New
BRWA
146
B. Riley Wealth Advisors
Florida
$491K -$123K -2,498 -20%
IWC
147
Integrated Wealth Concepts
Massachusetts
$491K +$59.3K +1,203 +14%
IAG
148
Investment Advisory Group
Massachusetts
$477K +$1.48K +30 +0.3%
PCIA
149
Prime Capital Investment Advisors
Kansas
$464K -$179K -3,627 -28%
CIA
150
Concurrent Investment Advisors
Florida
$438K +$31.6K +642 +8%
4 5
6
7 8