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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 %
LI
151
LVZ Inc
Michigan
$378K +$47.7K +994 +14%
CPIA
152
Cornell Pochily Investment Advisors
New York
$371K -$2.98K -62 -0.8%
BCM
153
Buckhead Capital Management
Georgia
$368K +$368K +7,667 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$363K +$45.3K +944 +14%
BCG
155
Breakwater Capital Group
New Jersey
$359K -$3.79M -79,083 -91%
BlackRock
156
BlackRock
New York
$355K -$830K -17,300 -70%
BCA
157
Bay Colony Advisors
Massachusetts
$355K -$29.9K -622 -8%
DE
158
Day & Ennis
Georgia
$351K – – –
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$350K -$12K -250 -3%
WCG
160
Weaver Consulting Group
California
$328K – – –
LFAS
161
Level Four Advisory Services
Texas
$324K – – –
9WM
162
9258 Wealth Management
Ohio
$321K – – –
WP
163
Wealthspan Partners
Iowa
$316K -$46.5K -969 -13%
FWIA
164
Fort Washington Investment Advisors
Ohio
$314K – – –
FA
165
FC Advisory
Pennsylvania
$305K -$11.5K -240 -4%
AIM
166
Alhambra Investment Management
Florida
$304K -$28.8K -600 -9%
BAM
167
Belpointe Asset Management
Nevada
$300K +$300K +6,254 New
FCA
168
Fortis Capital Advisors
Kansas
$300K +$300K +6,254 New
EDRH
169
Edmond de Rothschild Holding
Switzerland
$300K – – –
GWM
170
GDS Wealth Management
Texas
$291K -$960 -20 -0.3%
Citigroup
171
Citigroup
New York
$283K – – –
APA
172
Astoria Portfolio Advisors
New York
$281K -$22.7K -473 -7%
RWA
173
Redhawk Wealth Advisors
Minnesota
$278K +$41.1K +857 +17%
SPC
174
Sigma Planning Corp
Michigan
$277K -$1.38M -28,718 -83%
RA
175
RFG Advisory
Alabama
$272K -$11.9K -248 -4%
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