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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 %
HPM
151
Hoxton Planning & Management
West Virginia
$340K +$340K +7,046 New
AIM
152
Alhambra Investment Management
Florida
$334K -$96.4K -2,000 -22%
LI
153
LVZ Inc
Michigan
$331K -$11.3K -235 -3%
WCG
154
Weaver Consulting Group
California
$330K -$8K -166 -2%
OPS
155
Orion Portfolio Solutions
Nebraska
$329K +$329K +6,827 New
BCI
156
Brinker Capital Investments
Pennsylvania
$329K +$329K +6,827 New
LFAS
157
Level Four Advisory Services
Texas
$325K -$4.82K -100 -1%
9WM
158
9258 Wealth Management
Ohio
$322K -$66.2K -1,373 -17%
IWC
159
Integrated Wealth Concepts
Massachusetts
$319K +$78.4K +1,626 +33%
FA
160
FC Advisory
Pennsylvania
$318K +$2.17K +45 +0.7%
FWIA
161
Fort Washington Investment Advisors
Ohio
$315K -$86.8K -1,800 -22%
APA
162
Astoria Portfolio Advisors
New York
$306K -$89.1K -1,843 -23%
EDRH
163
Edmond de Rothschild Holding
Switzerland
$301K – – –
LA
164
LexAurum Advisors
Kansas
$298K -$17.7K -368 -6%
EWA
165
Evolution Wealth Advisors
Florida
$296K -$5.13M -106,505 -95%
GWM
166
GDS Wealth Management
Texas
$294K -$16.5K -343 -5%
RA
167
RFG Advisory
Alabama
$285K -$51.4K -1,066 -15%
Citigroup
168
Citigroup
New York
$284K +$172K +3,574 +154%
TDWM
169
Topel & Distasi Wealth Management
California
$282K +$4K +83 +1%
GWM
170
Gray Wealth Management
Maine
$268K +$916 +19 +0.3%
BHB
171
Bank Hapoalim BM
Israel
$262K -$264K – –
WWM
172
Wagner Wealth Management
South Carolina
$257K -$77.6K -1,610 -23%
ATPW
173
Ashton Thomas Private Wealth
Arizona
$251K -$23K -478 -8%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$247K – – –
HI
175
Harbour Investments
Wisconsin
$242K +$1.11K +23 +0.5%
5 6
7
8 9