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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.

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 %
Morgan Stanley
1
Morgan Stanley
New York
$135M -$161M -3,280,612 -54%
Ameriprise
2
Ameriprise
Minnesota
$83.3M +$1.79M +36,452 +2%
UBS Group
3
UBS Group
Switzerland
$61.5M +$6.61M +134,321 +12%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$49.8M +$86K +1,747 +0.2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$43.8M +$12.6M +256,722 +40%
LPL Financial
6
LPL Financial
California
$39.1M +$1.52M +30,959 +4%
LWM
7
LJI Wealth Management
Indiana
$38.1M +$1.92M +39,037 +5%
Bank of America
8
Bank of America
North Carolina
$36.7M -$5.22M -106,114 -12%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$36.5M +$21.5M +437,232 +144%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$28.1M -$1.65M -33,443 -6%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$24.3M -$2.08M -42,256 -8%
WIA
12
World Investment Advisors
California
$22.4M -$11.5M -234,068 -34%
Allianz Asset Management
13
Allianz Asset Management
Germany
$19.1M -$2.23M -45,405 -10%
WF
14
Williams Financial
Vermont
$18.5M +$18.5M +375,165 New
CFD
15
Creative Financial Designs
Indiana
$16.8M +$1.27M +25,794 +8%
RWA
16
River Wealth Advisors
Pennsylvania
$16.6M -$581K -11,798 -3%
WWM
17
Wiser Wealth Management
Georgia
$16.2M +$729K +14,814 +5%
Renaissance Technologies
18
Renaissance Technologies
New York
$15.6M -$1.28M -26,070 -8%
Osaic Holdings
19
Osaic Holdings
Arizona
$15.5M -$1.73M -35,199 -10%
GSWM
20
Greenup Street Wealth Management
Michigan
$15.3M +$1.95M +39,535 +15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$14.1M +$325K +6,607 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$13.1M +$7.98M +162,048 +156%
BI
23
Bramshill Investments
Florida
$12.4M +$2.13M +43,330 +21%
CNB
24
Camden National Bank
Maine
$11.9M +$12.2K +248 +0.1%
GWMIA
25
Global Wealth Management Investment Advisory
Florida
$11.7M +$377K +7,663 +3%
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