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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 %
GWM
176
Gray Wealth Management
Maine
$268K +$960 +20 +0.4%
TDWM
177
Topel & Distasi Wealth Management
California
$261K -$19.3K -403 -7%
BHB
178
Bank Hapoalim BM
Israel
$261K -$262K – –
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$261K +$261K +5,444 New
WWM
180
Wagner Wealth Management
South Carolina
$249K -$7.68K -160 -3%
HI
181
Harbour Investments
Wisconsin
$240K -$672 -14 -0.3%
SIAG
182
Safeguard Investment Advisory Group
California
$240K – – –
HL
183
HeadInvest LLC
Maine
$232K – – –
SCA
184
Snowden Capital Advisors
New York
$232K – – –
TF
185
Trek Financial
Arizona
$229K – – –
BWM
186
Birchcreek Wealth Management
Ohio
$225K +$384 +8 +0.2%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$221K -$25.1K -522 -10%
CIBC World Market
188
CIBC World Market
Ontario, Canada
$219K +$219K +4,564 New
ATPW
189
Ashton Thomas Private Wealth
Arizona
$208K -$42K -875 -17%
FAM
190
Family Asset Management
South Carolina
$204K – – –
Franklin Resources
191
Franklin Resources
California
$187K – – –
AIC
192
Archer Investment Corporation
Indiana
$157K – – –
RG
193
Retirement Group
California
$151K – – –
LFA
194
Level Financial Advisors
New York
$145K -$7.63K -159 -5%
SSWM
195
Sheets Smith Wealth Management
North Carolina
$142K +$142K +2,950 New
PA
196
Parallel Advisors
California
$131K – – –
SS
197
Sunbelt Securities
Texas
$131K -$1.25K -26 -0.9%
PAI
198
Pittenger & Anderson Inc
Nebraska
$121K – – –
GRP
199
Global Retirement Partners
California
$97.5K – – –
PTC
200
Private Trust Company
Ohio
$96.8K +$77.7K +1,618 +407%
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8
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