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

235 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.97%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.29%
New
31
Increased
74
Reduced
94
Closed
32
Calls
$76.4M
Puts
$31K
Net Calls
+$76.4M
Net Calls Change
+$75.9M

Top Buyers

1
Mariner
1
Mariner
Kansas
$84.1M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$80.5M
3
Bank of America
3
Bank of America
North Carolina
$81.8M
4
WF
4
Williams Financial
Vermont
$16.8M
5
CFD
5
Creative Financial Designs
Indiana
$12.6M

Top Sellers

1
MLIC
1
Mandatum Life Insurance Company
Finland
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$55.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.1M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$8K – – –
JPLA
227
Joseph P. Lucia & Associates
New York
$7K – – –
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$6.62K -$1.13K -23,185 -15%
ACA
229
Aptus Capital Advisors
Alabama
$5K – – –
CQS
230
Credential Qtrade Securities
$4.94K +$4.94K +102 New
FHA
231
First Horizon Advisors
Tennessee
$4K +$4K +90 New
SFCL
232
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
William Blair & Company
233
William Blair & Company
Illinois
$3K – – –
HFS
234
Heritage Financial Services
Massachusetts
$3K +$3K +74 New
BRWM
235
B. Riley Wealth Management
Tennessee
$1.65K -$373 -7,692 -18%
MLIC
236
Mandatum Life Insurance Company
Finland
– -$20.9M -423,075 Closed
CS
237
Credit Suisse
Switzerland
– -$7.73M -156,500 Closed
TDWM
238
Topel & Distasi Wealth Management
California
– -$3.5M -70,946 Closed
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
– -$2.79M -56,529 Closed
LMGAM
240
Liberty Mutual Group Asset Management
Massachusetts
– -$1.69M -34,203 Closed
MIH
241
Meitav Investment House
Israel
– -$880K -17,867 Closed
HCM
242
HMS Capital Management
Tennessee
– -$687K -13,922 Closed
IWC
243
Integrated Wealth Concepts
Massachusetts
– -$665K -13,472 Closed
Lido Advisors
244
Lido Advisors
California
– -$587K -11,909 Closed
DFG
245
Demars Financial Group
Washington
– -$525K -10,630 Closed
CCA
246
Childress Capital Advisors
Texas
– -$436K -8,842 Closed
VA
247
Valmark Advisers
Ohio
– -$361K -7,315 Closed
ASN
248
Advisory Services Network
Georgia
– -$337K -6,837 Closed
RWA
249
Redhawk Wealth Advisors
Minnesota
– -$324K -6,574 Closed
TSS
250
Two Sigma Securities
New York
– -$284K -5,749 Closed
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