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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 %
SIAG
176
Safeguard Investment Advisory Group
California
$241K – – –
RWA
177
Redhawk Wealth Advisors
Minnesota
$238K -$57.2K -1,186 -19%
HKIMG
178
Hutchens & Kramer Investment Management Group
Indiana
$235K -$45.1K -935 -16%
HL
179
HeadInvest LLC
Maine
$234K – – –
SCA
180
Snowden Capital Advisors
New York
$233K -$17.7K -367 -7%
TF
181
Trek Financial
Arizona
$230K -$20.1K -417 -8%
BWM
182
Birchcreek Wealth Management
Ohio
$226K +$226K +4,684 New
AWA
183
Arkadios Wealth Advisors
Georgia
$224K -$56.4K -1,169 -20%
AF
184
Allworth Financial
California
$210K +$9.55K +198 +5%
FAM
185
Family Asset Management
South Carolina
$205K – – –
Franklin Resources
186
Franklin Resources
California
$188K -$44.9K -932 -19%
AIC
187
Archer Investment Corporation
Indiana
$158K – – –
LFA
188
Level Financial Advisors
New York
$154K – – –
RG
189
Retirement Group
California
$152K – – –
SS
190
Sunbelt Securities
Texas
$133K -$9.64K -200 -7%
PA
191
Parallel Advisors
California
$132K – – –
PAI
192
Pittenger & Anderson Inc
Nebraska
$122K – – –
GRP
193
Global Retirement Partners
California
$98.3K – – –
BCM
194
Bourgeon Capital Management
Connecticut
$96.6K – – –
ACA
195
Atlas Capital Advisors
Wyoming
$69.9K +$21.7K +450 +45%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$55.8K +$54.2K +1,125 +3,516%
LC
197
Lindbrook Capital
California
$52.5K – – –
GA
198
GoalVest Advisory
New York
$48.6K +$48.6K +1,008 New
HS
199
Horan Securities
United States
$48.2K – – –
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$42.2K – – –
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