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

239 hedge funds and large institutions have $1.19B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+28
Holders Change %
+13.27%
% of All Funds
3.69%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
47
Increased
81
Reduced
76
Closed
14
Calls
$81K
Puts
$753K
Net Calls
-$672K
Net Calls Change
-$279K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
EVM
2
Eaton Vance Management
Massachusetts
$40.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$37.8M
4
FIM
4
Freedom Investment Management
Connecticut
$8.69M
5
LPL Financial
5
LPL Financial
California
$29.5M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$7.49M
2
Jane Street
2
Jane Street
New York
$3.66M
3
Ameriprise
3
Ameriprise
Minnesota
$20M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.57M
5
Bank of America
5
Bank of America
North Carolina
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
226
Clearview Wealth Advisors
Oregon
$20K – – –
1IA
227
1834 Investment Advisors
Wisconsin
$20K – – –
GEA
228
Glen Eagle Advisors
New Jersey
$14.3K – – –
MIFH
229
Migdal Insurance & Financial Holdings
Israel
$10K – – –
CIAS
230
Capital Investment Advisory Services
North Carolina
$9K – – –
AssetMark Inc
231
AssetMark Inc
California
$6K -$2.78M -56,103 -100%
TRCT
232
Tower Research Capital (TRC)
New York
$5K +$5K +97 New
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +102 New
FHA
234
First Horizon Advisors
Tennessee
$4K +$4K +90 New
William Blair & Company
235
William Blair & Company
Illinois
$3K – – –
TAM
236
Tucker Asset Management
Colorado
$2.66K +$1.07K +21 +68%
CP
237
Castleview Partners
Texas
$573 +$573 +29,251 New
FFG
238
Ford Financial Group
California
$126 +$126 +2,469 New
SFCL
239
Strengthening Families & Communities LLC
Massachusetts
$3 +$3 +55 New
Bank of New York Mellon
240
Bank of New York Mellon
New York
– -$1.37M -26,500 Closed
CCA
241
Catalyst Capital Advisors
New York
– -$1.14M -22,000 Closed
Verition Fund Management
242
Verition Fund Management
Connecticut
– -$820K -15,872 Closed
Citadel Advisors
243
Citadel Advisors
Florida
– -$660K -12,780 Closed
Lido Advisors
244
Lido Advisors
California
– -$426K -8,248 Closed
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
– -$417K -8,117 Closed
MWM
246
Mattern Wealth Management
Kansas
– -$233K -4,515 Closed
KCM
247
Karp Capital Management
California
– -$220K -4,250 Closed
FCM
248
Firestone Capital Management
Florida
– -$106K -2,040 Closed
IF
249
Ironwood Financial
Arizona
– -$75K -1,460 Closed
JPLA
250
Joseph P. Lucia & Associates
New York
– -$22K -425 Closed
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