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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 $1.47B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 31 closing their positions.

Holders
232
Holders Change
-10
Holders Change %
-4.13%
% of All Funds
3.71%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
25
Increased
80
Reduced
91
Closed
31
Calls
$428K
Puts
$34K
Net Calls
+$394K
Net Calls Change
-$40.5M

Top Buyers

1
TF
1
TIAA FSB
Florida
$35.7M
2
WWM
2
Wiser Wealth Management
Georgia
$13.5M
3
Ameriprise
3
Ameriprise
Minnesota
$83.6M
4
Jane Street
4
Jane Street
New York
$15.4M
5
BI
5
Bramshill Investments
Florida
$9.01M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.99M
3
Bank of America
3
Bank of America
North Carolina
$61.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$144M
5
DWP
5
Destiny Wealth Partners
Florida
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$144M -$23.5M -484,601 -14%
Mariner
2
Mariner
Kansas
$133M +$4.58M +94,567 +4%
AWMS
3
Advocacy Wealth Management Services
Georgia
$95.4M +$5.75M +118,607 +6%
Ameriprise
4
Ameriprise
Minnesota
$83.6M +$12.5M +257,963 +18%
Bank of America
5
Bank of America
North Carolina
$61.9M -$25.7M -529,725 -29%
UBS Group
6
UBS Group
Switzerland
$56.5M +$1.57M +32,310 +3%
FMII
7
Farmers & Merchants Investments Inc
Nebraska
$55.5M +$1.19M +24,557 +2%
Macquarie Group
8
Macquarie Group
Australia
$52.9M -$6.22M -128,332 -11%
LPL Financial
9
LPL Financial
California
$46.4M +$716K +14,763 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$40.3M +$8.05M +166,036 +25%
TF
11
TIAA FSB
Florida
$35.7M +$19.2M +396,763 +117%
WIA
12
World Investment Advisors
California
$34.1M +$2.04M +42,030 +6%
LWM
13
LJI Wealth Management
Indiana
$33.5M +$1.09M +22,461 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$31.9M +$4.6M +94,952 +17%
AWM
15
AE Wealth Management
Kansas
$22.8M -$6.91M -142,532 -23%
HighTower Advisors
16
HighTower Advisors
Illinois
$21.1M -$883K -18,209 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$18.5M +$1.25M +25,874 +7%
RWA
18
River Wealth Advisors
Pennsylvania
$18M +$941K +19,416 +6%
KLI
19
Kelman-Lazarov Inc
Tennessee
$16.6M +$262K +5,405 +2%
Jane Street
20
Jane Street
New York
$15.4M +$10.1M +208,236 +190%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$14.8M – – –
WWM
22
Wiser Wealth Management
Georgia
$13.5M +$13.5M +279,042 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.4M -$502K -10,360 -4%
CFD
24
Creative Financial Designs
Indiana
$12.6M -$1.61M -33,237 -11%
DAS
25
Dynamic Advisor Solutions
Arizona
$12.5M -$3.37M -69,476 -21%
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