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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 %
RWA
26
River Wealth Advisors
Pennsylvania
$12.6M +$333K +6,524 +3%
GWM
27
GDS Wealth Management
Texas
$12.4M +$12.4M +243,262 New
DAS
28
Dynamic Advisor Solutions
Arizona
$11.3M +$1.86M +36,473 +20%
MFM
29
MD Financial Management
Ontario, Canada
$11.1M +$482K +9,441 +5%
Bank Julius Baer & Co
30
Bank Julius Baer & Co
Switzerland
$9.67M -$37K -725 -0.4%
PWW
31
Pettyjohn Wood & White
Virginia
$9.09M +$93K +1,821 +1%
LI
32
LVZ Inc
Michigan
$8.99M +$644K +12,622 +8%
FIM
33
Freedom Investment Management
Connecticut
$8.69M +$8.69M +170,159 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$8.57M -$1.9M -37,301 -18%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.26M -$303K -5,943 -4%
CS
36
Credit Suisse
Switzerland
$7.99M – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$7.49M -$14.9M -291,875 -67%
WFM
38
Wolff Financial Management
Michigan
$7.32M -$87.5K -1,715 -1%
Wells Fargo
39
Wells Fargo
California
$7.28M -$1.71M -33,507 -19%
BBHBI
40
B, B, H, & B Inc
Alabama
$7.25M +$4.95K +97 +0.1%
APSP
41
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.16M -$168K -3,286 -2%
GWMIA
42
Global Wealth Management Investment Advisory
Florida
$6.69M +$665K +13,027 +11%
DI
43
DAGCO Inc
Ohio
$6.59M -$2.14K -42 -0%
FCIM
44
Fairview Capital Investment Management
California
$6.11M +$391K +7,650 +7%
CI
45
Conning Inc
Connecticut
$5.9M – – –
MHR
46
Matthew Hamilton Rosenberg
$5.5M -$2.41M -47,115 -30%
SI
47
Stephens Inc
Arkansas
$5.47M +$4.48M +87,738 +451%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$5.27M +$5.27M +103,751 New
HCM
49
HMS Capital Management
Tennessee
$5.04M -$157K -3,077 -3%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$4.87M +$2.16M +41,436 +80%
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