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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$143M 2,964,149 -2,973 -0.1%
Mariner
2
Mariner
Kansas
$135M 2,793,426 +39,886 +1%
AWMS
3
Advocacy Wealth Management Services
Georgia
$99.7M 2,068,556 +100,976 +5%
Ameriprise
4
Ameriprise
Minnesota
$76.8M 1,594,996 -128,811 -7%
Bank of America
5
Bank of America
North Carolina
$55.3M 1,147,633 -130,050 -10%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$53.7M 1,113,909 -30,879 -3%
Macquarie Group
7
Macquarie Group
Australia
$51.1M 1,059,717 -30,621 -3%
UBS Group
8
UBS Group
Switzerland
$48.5M 1,006,647 -159,218 -14%
LPL Financial
9
LPL Financial
California
$46.4M 962,986 +6,810 +0.7%
WIA
10
World Investment Advisors
California
$35.1M 729,095 +25,275 +4%
LWM
11
LJI Wealth Management
Indiana
$34.3M 710,968 +20,635 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$31.3M 648,275 -9,251 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$30.1M 624,281 -207,873 -25%
PA
14
Probity Advisors
Texas
$28.8M 597,951 +597,951 New
TF
15
TIAA FSB
Florida
$23.6M 489,054 -246,360 -33%
AWM
16
AE Wealth Management
Kansas
$22.6M 468,085 -2,422 -0.5%
HighTower Advisors
17
HighTower Advisors
Illinois
$20.7M 429,610 -6,131 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$17.9M 372,195 -8,552 -2%
RWA
19
River Wealth Advisors
Pennsylvania
$17.7M 366,579 -4,726 -1%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$14.7M 304,331 – –
PCIG
21
Partners Capital Investment Group
Massachusetts
$14.2M 295,244 +55,923 +23%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$14.2M 294,817 +19,081 +7%
Allianz Asset Management
23
Allianz Asset Management
Germany
$13.9M 287,478 +161,475 +128%
WWM
24
Wiser Wealth Management
Georgia
$13.6M 282,869 +3,827 +1%
CFD
25
Creative Financial Designs
Indiana
$13.5M 279,018 +18,601 +7%
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