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

244 hedge funds and large institutions have $1.31B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 17 closing their positions.

Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
3.25%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
31
Increased
88
Reduced
79
Closed
17
Calls
$429K
Puts
$1.01M
Net Calls
-$580K
Net Calls Change
+$1.83M

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$39.9M
2
VAMG
2
Voisard Asset Management Group
Michigan
$22.7M
3
GSWM
3
Greenup Street Wealth Management
Michigan
$31.4M
4
LPL Financial
4
LPL Financial
California
$50.6M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$41.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$40.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$285K
3
Invesco
3
Invesco
Georgia
$0
4
RWA
4
River Wealth Advisors
Pennsylvania
$7.87M
5
UBS Group
5
UBS Group
Switzerland
$54.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$116M 2,326,509 +120,572 +5%
UBS Group
2
UBS Group
Switzerland
$54.4M 1,092,837 -126,956 -10%
LWM
3
LJI Wealth Management
Indiana
$53.4M 1,074,587 +183,733 +21%
Raymond James Financial
4
Raymond James Financial
Florida
$52.9M 1,064,274 +1,064,274 New
FMII
5
Farmers & Merchants Investments Inc
Nebraska
$52.2M 1,049,110 +36,406 +4%
LPL Financial
6
LPL Financial
California
$50.6M 1,016,824 +238,812 +31%
WIA
7
World Investment Advisors
California
$41.6M 837,032 +32,557 +4%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$41.6M 835,389 +193,826 +30%
Ameriprise
9
Ameriprise
Minnesota
$40.2M 807,784 -1,025,749 -56%
MCM
10
MAI Capital Management
Ohio
$39.9M 802,146 +802,146 New
Bank of America
11
Bank of America
North Carolina
$35.9M 721,959 +4,095 +0.6%
GSWM
12
Greenup Street Wealth Management
Michigan
$31.4M 631,455 +297,120 +89%
CBT
13
Crews Bank & Trust
Florida
$31.4M 630,908 +630,908 New
Allianz Asset Management
14
Allianz Asset Management
Germany
$26.6M 534,783 +27,390 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$26.4M 530,027 +54,770 +12%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$25M 502,913 -3,866 -0.8%
VAMG
17
Voisard Asset Management Group
Michigan
$22.7M 455,861 +443,561 +3,606%
CFD
18
Creative Financial Designs
Indiana
$20.4M 409,438 +28,743 +8%
WF
19
Williams Financial
Vermont
$19.7M 395,613 +11,881 +3%
WWM
20
Wiser Wealth Management
Georgia
$18.5M 371,727 +15,055 +4%
BI
21
Bramshill Investments
Florida
$17.9M 359,967 +36,416 +11%
CNB
22
Camden National Bank
Maine
$14.2M 284,961 +12,215 +4%
SSF
23
Southern Style Financial
California
$13.9M 279,382 +279,382 New
Lido Advisors
24
Lido Advisors
California
$13.8M 277,273 -12,085 -4%
GWMIA
25
Global Wealth Management Investment Advisory
Florida
$13M 261,420 +13,079 +5%
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