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iShares 0-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
101
Arkadios Wealth Advisors
Georgia
$1.17M +$199K +4,042 +21%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$1.1M +$107K +2,146 +11%
Stifel Financial
103
Stifel Financial
Missouri
$1.08M -$13.5K -274 -1%
BIA
104
Biondo Investment Advisors
Pennsylvania
$1.07M +$116K +2,345 +12%
APA
105
American Portfolios Advisors
New York
$1.05M +$465K +9,419 +79%
4WM
106
4J Wealth Management
Virginia
$1.05M -$14.8K -300 -1%
TRIA
107
Trail Ridge Investment Advisors
Colorado
$1.02M +$41.8K +848 +4%
AWS
108
Atria Wealth Solutions
New York
$1M +$1M +20,348 New
Bank Julius Baer & Co
109
Bank Julius Baer & Co
Switzerland
$984K -$8.36M -169,453 -89%
GIA
110
Gladstone Institutional Advisory
Florida
$955K +$955K +19,349 New
BRWA
111
B. Riley Wealth Advisors
Florida
$934K +$52.5K +1,064 +6%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$905K -$518K -10,488 -36%
MIH
113
Meitav Investment House
Israel
$880K -$33.1K -673 -4%
CFO
114
Collective Family Office
Pennsylvania
$877K -$488K -9,900 -36%
SF
115
Summit Financial
New Jersey
$876K -$28.6K -579 -3%
MIAN
116
Mariner Independent Advisor Network
Kansas
$872K -$312K -6,351 -26%
TFA
117
TPG Financial Advisors
Oregon
$841K +$629K +12,735 +296%
MIA
118
MMBG Investment Advisors
Florida
$837K
WP
119
Wealthspan Partners
Iowa
$807K -$321K -6,514 -28%
PA
120
PFG Advisors
Arizona
$783K +$25.2K +510 +3%
BWA
121
BDO Wealth Advisors
Florida
$765K -$98.7K -2,000 -11%
BWM
122
Birchcreek Wealth Management
Ohio
$754K +$150K +3,038 +25%
FWIA
123
Fort Washington Investment Advisors
Ohio
$742K -$44.4K -900 -6%
WWM
124
Wagner Wealth Management
South Carolina
$704K +$631K +12,761 +859%
WFG
125
Wills Financial Group
Virginia
$693K -$14.8K -300 -2%