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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 %
BCM
201
Bourgeon Capital Management
Connecticut
$96.1K – – –
GA
202
GoalVest Advisory
New York
$73.2K +$24.9K +518 +51%
GWM
203
Geneos Wealth Management
Colorado
$59.8K +$38.4K +800 +180%
LC
204
Lindbrook Capital
California
$52.3K – – –
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$41.8K – – –
SPIA
206
Steward Partners Investment Advisory
New York
$40.8K +$4.18K +87 +11%
William Blair & Company
207
William Blair & Company
Illinois
$39.3K +$25K +520 +174%
IRC
208
Investors Research Corp
Georgia
$37.4K – – –
FGAM
209
Financial Gravity Asset Management
Texas
$29.4K +$27.1K +567 +1,181%
AWA
210
Authentikos Wealth Advisory
California
$24.4K +$24.4K +508 New
MIM
211
Macroview Investment Management
Maryland
$23.8K +$48 +1 +0.2%
TRCT
212
Tower Research Capital (TRC)
New York
$17.8K +$15.1K +314 +561%
TIM
213
Thompson Investment Management
Wisconsin
$17K – – –
CP
214
Castleview Partners
Texas
$16.3K – – –
SIS
215
Sound Income Strategies
Florida
$14.2K – – –
PCA
216
Providence Capital Advisors
North Carolina
$14.2K – – –
BFEC
217
Benjamin F. Edwards & Company
Missouri
$14K – – –
Fidelity Investments
218
Fidelity Investments
Massachusetts
$12.8K -$42.7K -890 -77%
RIA
219
Realta Investment Advisors
Delaware
$12.1K – – –
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$11.5K +$11.5K +239 New
PFA
221
Pathway Financial Advisers
Indiana
$8.98K +$8.98K +187 New
CIAS
222
Capital Investment Advisory Services
North Carolina
$8.4K – – –
CAS
223
Coppell Advisory Solutions
Texas
$7.42K +$7.42K +155 New
TWM
224
Tradition Wealth Management
Minnesota
$7K – – –
HWP
225
Hibernia Wealth Partners
Louisiana
$6.67K +$6.67K +139 New
7 8
9
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