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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 %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$1.28M -$244K -5,027 -16%
PAG
102
Private Advisor Group
New Jersey
$1.27M -$354K -7,301 -22%
AWS
103
Atria Wealth Solutions
New York
$1.25M +$261K +5,394 +27%
BWM
104
Bulltick Wealth Management
Florida
$1.24M – – –
AFP
105
Ausdal Financial Partners
Iowa
$1.22M -$132K -2,714 -10%
DWMG
106
DB Wealth Management Group
California
$1.15M -$275K -5,681 -19%
APA
107
American Portfolios Advisors
New York
$1.09M +$51K +1,052 +5%
BIA
108
Biondo Investment Advisors
Pennsylvania
$1.07M +$16.5K +340 +2%
SFO
109
Stokes Family Office
Louisiana
$1.06M -$96.9K -2,000 -8%
4WM
110
4J Wealth Management
Virginia
$1.01M -$20.4K -422 -2%
RHBC
111
R.H. Bluestein & Co
Michigan
$999K +$999K +20,607 New
BRWA
112
B. Riley Wealth Advisors
Florida
$979K +$62.1K +1,281 +7%
Bank Julius Baer & Co
113
Bank Julius Baer & Co
Switzerland
$966K – – –
Renaissance Technologies
114
Renaissance Technologies
New York
$941K -$222K -4,578 -19%
GIA
115
Gladstone Institutional Advisory
Florida
$939K +$1.74K +36 +0.2%
FOA
116
Five Oceans Advisors
California
$908K +$908K +18,734 New
VIM
117
Vista Investment Management
Pennsylvania
$894K +$492K +10,155 +122%
TRIA
118
Trail Ridge Investment Advisors
Colorado
$889K -$109K -2,260 -11%
SF
119
Summit Financial
New Jersey
$856K -$3.54K -73 -0.4%
MIA
120
MMBG Investment Advisors
Florida
$822K – – –
Stifel Financial
121
Stifel Financial
Missouri
$796K -$260K -5,369 -25%
BWA
122
BDO Wealth Advisors
Florida
$751K – – –
WCFA
123
Walkner Condon Financial Advisors
Wisconsin
$749K +$207K +4,278 +38%
HI
124
Harbour Investments
Wisconsin
$716K +$716K +14,783 New
PA
125
PFG Advisors
Arizona
$699K -$69.2K -1,429 -9%
3 4
5
6 7