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

233 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-10
Holders Change %
-4.12%
% of All Funds
3.38%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
24
Increased
87
Reduced
87
Closed
29
Calls
$19.7M
Puts
$404K
Net Calls
+$19.3M
Net Calls Change
+$18.6M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$36.5M
2
WF
2
Williams Financial
Vermont
$18.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$43.8M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.1M
5
WA
5
Waverly Advisors
Alabama
$7.65M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$1.43M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WIA
4
World Investment Advisors
California
$22.4M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
201
LRI Investments
Florida
$96.5K +$96.5K +1,960 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$73.9K +$73.9K +1,502 New
CA
203
Clearstead Advisors
Ohio
$68.6K +$42.2K +862 +160%
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$65.9K -$422K -8,579 -86%
NB
205
NBT Bank
New York
$58K – – –
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$53.7K +$10.8K +220 +25%
LC
207
Lindbrook Capital
California
$53.7K – – –
VWWMG
208
Vermillion & White Wealth Management Group
Pennsylvania
$40.9K – – –
SPIA
209
Steward Partners Investment Advisory
New York
$37.2K – – –
CJH
210
Christopher J. Hasenberg
Wisconsin
$31.1K +$31.1K +632 New
CIAS
211
Capital Investment Advisory Services
North Carolina
$28.3K +$19.7K +400 +229%
IRC
212
Investors Research Corp
Georgia
$25.8K – – –
MIM
213
Macroview Investment Management
Maryland
$24.8K +$148 +3 +0.6%
FGAM
214
Financial Gravity Asset Management
Texas
$22.5K -$38K -773 -63%
SIS
215
Sound Income Strategies
Florida
$22.1K +$7.48K +152 +51%
GA
216
GoalVest Advisory
New York
$21.9K – – –
TIM
217
Thompson Investment Management
Wisconsin
$17.4K – – –
CP
218
Castleview Partners
Texas
$16.7K – – –
GWM
219
Geneos Wealth Management
Colorado
$14.8K -$7.14K -145 -33%
AWM
220
Avior Wealth Management
Nebraska
$13.6K +$13.6K +275 New
William Blair & Company
221
William Blair & Company
Illinois
$13.2K – – –
RIA
222
Realta Investment Advisors
Delaware
$12.3K +$12.3K +250 New
PFA
223
Pathway Financial Advisers
Indiana
$9.2K – – –
ACA
224
Aptus Capital Advisors
Alabama
$7.92K +$7.92K +161 New
RFG
225
REAP Financial Group
Texas
$7.32K +$2.85K +58 +64%
7 8
9
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