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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$296M 6,024,290 +3,513,714 +140%
Ameriprise
2
Ameriprise
Minnesota
$81.5M 1,656,491 -199,482 -11%
UBS Group
3
UBS Group
Switzerland
$54.9M 1,115,838 +47,857 +4%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$49.7M 1,009,315 -24,293 -2%
AWMS
5
Advocacy Wealth Management Services
Georgia
$49.5M 1,005,420 -1,165,042 -54%
Bank of America
6
Bank of America
North Carolina
$41.9M 850,888 -95,797 -10%
LPL Financial
7
LPL Financial
California
$37.6M 763,325 -72,964 -9%
LWM
8
LJI Wealth Management
Indiana
$36.1M 734,297 +4,865 +0.7%
WIA
9
World Investment Advisors
California
$33.9M 689,514 -63,389 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$31.2M 633,890 -60,668 -9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.8M 605,096 -9,839 -2%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$26.4M 536,361 +179,234 +50%
Allianz Asset Management
13
Allianz Asset Management
Germany
$21.3M 433,908 +9,610 +2%
HighTower Advisors
14
HighTower Advisors
Illinois
$17.7M 359,085 -50,460 -12%
RWA
15
River Wealth Advisors
Pennsylvania
$17.2M 349,722 -5,154 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$17.2M 349,139 -21,490 -6%
PA
17
Probity Advisors
Texas
$17M 346,181 -248,350 -42%
Renaissance Technologies
18
Renaissance Technologies
New York
$16.8M 342,300 +274,700 +406%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$16.4M 332,955 +229,546 +222%
CFD
20
Creative Financial Designs
Indiana
$15.5M 315,874 +3,307 +1%
WWM
21
Wiser Wealth Management
Georgia
$15.5M 315,268 +23,224 +8%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$15M 304,331 – –
PCIG
23
Partners Capital Investment Group
Massachusetts
$13.9M 282,946 -7,941 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13.7M 278,992 -26,769 -9%
GSWM
25
Greenup Street Wealth Management
Michigan
$13.3M 271,324 +22,761 +9%
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