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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

243 hedge funds and large institutions have $1.4B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+11
Holders Change %
+4.74%
% of All Funds
3.56%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
35
Increased
69
Reduced
104
Closed
24
Calls
$792K
Puts
$90K
Net Calls
+$702K
Net Calls Change
-$69.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$296M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$16.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$16.4M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$26.4M
5
MM
5
Main Management
California
$6.23M

Top Sellers

1
Mariner
1
Mariner
Kansas
$2.67M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$49.5M
3
Macquarie Group
3
Macquarie Group
Australia
$1.75M
4
AWM
4
AE Wealth Management
Kansas
$11.4M
5
PA
5
Probity Advisors
Texas
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
201
Private Trust Company
Ohio
$186K +$87.1K +1,770 +88%
ASN
202
Advisory Services Network
Georgia
$178K +$178K +3,616 New
AEPWM
203
Atlantic Edge Private Wealth Management
Florida
$169K +$169K +3,425 New
Franklin Resources
204
Franklin Resources
California
$167K -$24.6K -500 -13%
AIC
205
Archer Investment Corporation
Indiana
$158K -$3.2K -65 -2%
RG
206
Retirement Group
California
$155K – – –
LFA
207
Level Financial Advisors
New York
$155K +$5.51K +112 +4%
PA
208
Parallel Advisors
California
$135K – – –
SS
209
Sunbelt Securities
Texas
$134K – – –
PAI
210
Pittenger & Anderson Inc
Nebraska
$124K – – –
GRP
211
Global Retirement Partners
California
$105K +$4.93K +100 +5%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$95K +$81.9K +1,664 +623%
ACA
213
Atlas Capital Advisors
Wyoming
$78.6K +$78.6K +1,598 New
FGAM
214
Financial Gravity Asset Management
Texas
$59.7K +$29.8K +615 +100%
NB
215
NBT Bank
New York
$58K +$58K +1,178 New
LC
216
Lindbrook Capital
California
$53.6K – – –
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$43K – – –
VWWMG
218
Vermillion & White Wealth Management Group
Pennsylvania
$40.9K +$40.9K +831 New
SPIA
219
Steward Partners Investment Advisory
New York
$37.1K -$4.72K -96 -11%
CA
220
Clearstead Advisors
Ohio
$26.5K +$26.5K +538 New
IRC
221
Investors Research Corp
Georgia
$25.8K -$12.5K -255 -33%
MIM
222
Macroview Investment Management
Maryland
$24.6K +$295 +6 +1%
GWM
223
Geneos Wealth Management
Colorado
$21.9K -$39.4K -800 -64%
GA
224
GoalVest Advisory
New York
$21.8K -$53.2K -1,082 -71%
TIM
225
Thompson Investment Management
Wisconsin
$17.4K – – –
7 8
9
10 11