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

236 hedge funds and large institutions have $1.2B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 91 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
3.73%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
31
Increased
91
Reduced
83
Closed
30
Calls
$547K
Puts
$37K
Net Calls
+$510K
Net Calls Change
+$1.18M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$70.5M
2
Goldman Sachs
Goldman Sachs
New York
$23.4M
3
Morgan Stanley
Morgan Stanley
New York
$181M
4
Ameriprise
Ameriprise
Minnesota
$33.8M
5
LPL Financial
LPL Financial
California
$40.4M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$2.88M
2
TIA
Traphagen Investment Advisors
New Jersey
$683K
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$984K
4
BBHBI
B, B, H, & B Inc
Alabama
$0
5
CI
Conning Inc
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
GDS Wealth Management
Texas
$12.7M +$816K +16,648 +7%
Wells Fargo
27
Wells Fargo
California
$12.7M +$5.63M +114,150 +80%
COCM
28
Charter Oak Capital Management
New Hampshire
$11.7M -$535K -10,835 -4%
PWW
29
Pettyjohn Wood & White
Virginia
$8.38M -$415K -8,415 -5%
SI
30
Stephens Inc
Arkansas
$8.04M +$2.74M +55,581 +52%
AssetMark Inc
31
AssetMark Inc
California
$7.89M +$7.88M +159,669 +131,958%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$7.84M -$452K -9,149 -5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$7.79M -$192K -3,886 -2%
CS
34
Credit Suisse
Switzerland
$7.73M – – –
MYLI
35
Meiji Yasuda Life Insurance
Japan
$7.72M +$7.72M +156,400 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$7.52M +$280K +5,674 +4%
GWMIA
37
Global Wealth Management Investment Advisory
Florida
$7.16M +$696K +14,092 +11%
DI
38
DAGCO Inc
Ohio
$6.93M +$635K +13,008 +10%
WFM
39
Wolff Financial Management
Michigan
$6.86M -$216K -4,382 -3%
WFAG
40
Wescott Financial Advisory Group
Pennsylvania
$6.61M +$6.61M +133,807 New
FCIM
41
Fairview Capital Investment Management
California
$6.17M +$259K +5,250 +4%
TWC
42
TD Waterhouse Canada
Ontario, Canada
$6.13M +$1.01M +20,594 +20%
IIA
43
IPG Investment Advisors
California
$6.09M +$5.43M +110,052 +824%
MHR
44
Matthew Hamilton Rosenberg
$5.99M +$680K +13,778 +13%
FIM
45
Freedom Investment Management
Connecticut
$5.63M -$2.77M -56,100 -33%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$5.29M +$2.94M +59,522 +125%
SFG
47
StrategIQ Financial Group
Indiana
$4.78M +$3.19M +64,558 +200%
SPC
48
Sigma Planning Corp
Michigan
$4.67M +$38.3K +776 +0.8%
LI
49
LVZ Inc
Michigan
$4.4M -$4.29M -86,964 -49%
CAN
50
Cetera Advisor Networks
California
$4.28M +$1.27M +25,751 +42%
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