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

211 hedge funds and large institutions have $1.07B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.71%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
18
Increased
93
Reduced
65
Closed
18
Calls
$130K
Puts
$523K
Net Calls
-$393K
Net Calls Change
-$433K

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$16M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$16.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$128M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$660K
2
MLIC
2
Mandatum Life Insurance Company
Finland
$21.9M
3
Jane Street
3
Jane Street
New York
$16.4M
4
MWM
4
Moulton Wealth Management
Washington
$0
5
BlackRock
5
BlackRock
New York
$37K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
26
River Wealth Advisors
Pennsylvania
$12.4M +$1.08M +20,870 +10%
COCM
27
Charter Oak Capital Management
New Hampshire
$10.8M +$636K +12,302 +6%
MFM
28
MD Financial Management
Ontario, Canada
$10.7M +$436K +8,438 +4%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$10.6M -$407K -7,865 -4%
Bank Julius Baer & Co
30
Bank Julius Baer & Co
Switzerland
$9.83M +$68.4K +1,323 +0.7%
DAS
31
Dynamic Advisor Solutions
Arizona
$9.56M +$1.35M +26,143 +16%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$9.46M +$1.36M +26,402 +17%
PWW
33
Pettyjohn Wood & White
Virginia
$9.11M +$218K +4,224 +2%
Wells Fargo
34
Wells Fargo
California
$9.1M +$447K +8,652 +5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.67M +$337K +6,516 +4%
LI
36
LVZ Inc
Michigan
$8.45M +$6.19M +119,712 +274%
CS
37
Credit Suisse
Switzerland
$8.09M +$4.73M +91,500 +141%
MHR
38
Matthew Hamilton Rosenberg
$8M +$2.99M +57,827 +60%
WFM
39
Wolff Financial Management
Michigan
$7.5M +$7.5M +145,035 New
APSP
40
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.42M +$205K +3,962 +3%
BBHBI
41
B, B, H, & B Inc
Alabama
$7.33M +$536K +10,374 +8%
DI
42
DAGCO Inc
Ohio
$6.67M +$873K +16,894 +15%
GWMIA
43
Global Wealth Management Investment Advisory
Florida
$6.1M +$816K +15,797 +15%
CI
44
Conning Inc
Connecticut
$5.97M +$5.97M +115,483 New
FCIM
45
Fairview Capital Investment Management
California
$5.79M -$126K -2,430 -2%
HCM
46
HMS Capital Management
Tennessee
$5.26M +$2.68M +51,892 +104%
EVM
47
Eaton Vance Management
Massachusetts
$5.04M -$150K -2,900 -3%
RJA
48
Raymond James & Associates
Florida
$4.98M -$216K -4,172 -4%
BWM
49
Bulltick Wealth Management
Florida
$4.84M – – –
SPC
50
Sigma Planning Corp
Michigan
$4.73M +$810K +15,675 +21%
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