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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 %
CT
151
Columbia Trust
Oregon
$386K – – –
CIP
152
Chartwell Investment Partners
Pennsylvania
$383K – – –
CPIA
153
Cornell Pochily Investment Advisors
New York
$376K +$1.12K +23 +0.3%
WP
154
Wealthspan Partners
Iowa
$369K -$75.4K -1,556 -17%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$369K -$3.6M -74,222 -91%
DE
156
Day & Ennis
Georgia
$354K – – –
LI
157
LVZ Inc
Michigan
$345K +$59.7K +1,231 +21%
WCG
158
Weaver Consulting Group
California
$339K -$85.4K -1,762 -20%
RA
159
RFG Advisory
Alabama
$338K +$338K +6,973 New
WWM
160
Wagner Wealth Management
South Carolina
$337K +$43.1K +889 +15%
LFAS
161
Level Four Advisory Services
Texas
$332K +$42.2K +870 +15%
TIAM2
162
Tru Independence Asset Management 2
Oregon
$331K +$331K +6,827 New
FIA
163
Foundations Investment Advisors
Arizona
$327K +$327K +6,737 New
FPAS
164
Focus Partners Advisor Solutions
Missouri
$322K +$73.7K +1,521 +30%
FA
165
FC Advisory
Pennsylvania
$317K +$1.31K +27 +0.4%
LA
166
LexAurum Advisors
Kansas
$317K +$14.2K +293 +5%
GWM
167
GDS Wealth Management
Texas
$312K -$8.75M -180,506 -97%
EDRH
168
Edmond de Rothschild Holding
Switzerland
$303K +$303K +6,250 New
RWA
169
Redhawk Wealth Advisors
Minnesota
$297K +$48 +1 +0%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$287K -$127K -2,615 -31%
HKIMG
171
Hutchens & Kramer Investment Management Group
Indiana
$282K -$143K -2,941 -34%
AWA
172
Arkadios Wealth Advisors
Georgia
$281K -$14.6K -302 -5%
TDWM
173
Topel & Distasi Wealth Management
California
$280K -$36.6K -754 -12%
ATPW
174
Ashton Thomas Private Wealth
Arizona
$276K -$27.6K -569 -9%
GWM
175
Gray Wealth Management
Maine
$269K +$269K +5,540 New
5 6
7
8 9