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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 %
IRC
201
Investors Research Corp
Georgia
$37.6K – – –
SPIA
202
Steward Partners Investment Advisory
New York
$36.8K -$5.64K -117 -13%
MIM
203
Macroview Investment Management
Maryland
$23.8K -$3.38K -70 -12%
OLVIG
204
Oliver Lagore Vanvalin Investment Group
Michigan
$22.5K +$22.5K +467 New
GWM
205
Geneos Wealth Management
Colorado
$21.5K +$6.99K +145 +48%
PTC
206
Private Trust Company
Ohio
$19.2K +$16.8K +348 +696%
FGAM
207
Financial Gravity Asset Management
Texas
$19.2K – – –
HDIM
208
Hanson & Doremus Investment Management
Vermont
$19K – – –
PCM
209
Penserra Capital Management
California
$19K +$19K +414 New
TIM
210
Thompson Investment Management
Wisconsin
$17.1K – – –
CP
211
Castleview Partners
Texas
$16.3K – – –
William Blair & Company
212
William Blair & Company
Illinois
$14.4K -$530 -11 -4%
SIS
213
Sound Income Strategies
Florida
$14.3K – – –
PCA
214
Providence Capital Advisors
North Carolina
$14.2K -$12.3K -256 -46%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$14K -$36K -768 -72%
RIA
216
Realta Investment Advisors
Delaware
$12.1K +$12.1K +250 New
CIAS
217
Capital Investment Advisory Services
North Carolina
$8.44K – – –
TWM
218
Tradition Wealth Management
Minnesota
$7K +$7K +142 New
WWP
219
WR Wealth Planners
Missouri
$5.82K +$5.82K +121 New
FFA
220
Farther Finance Advisors
California
$3.91K -$145 -3 -4%
CSC
221
Caldwell Sutter Capital
California
$3.62K – – –
SFCL
222
Strengthening Families & Communities LLC
Massachusetts
$3K +$3K +57 New
TRCT
223
Tower Research Capital (TRC)
New York
$2.7K +$1.78K +37 +195%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$2.65K +$868 +18 +49%
IPW
225
Impact Partnership Wealth
Georgia
$2.12K +$2.12K +44 New
7 8
9
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