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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 %
9WM
126
9258 Wealth Management
Ohio
$613K +$161K +3,108 +36%
WFG
127
Wills Financial Group
Virginia
$570K -$7.48K -145 -1%
MAFM
128
Mid Atlantic Financial Management
Pennsylvania
$556K +$107K +2,068 +24%
RSWM
129
Robertson Stephens Wealth Management
California
$555K -$295K -5,717 -35%
UCFA
130
United Capital Financial Advisors
Texas
$552K -$54.7K -1,060 -9%
BFA
131
Beacon Financial Advisory
Ohio
$543K -$11.6K -224 -2%
ACM
132
Ayrshire Capital Management
Connecticut
$541K +$1.91K +37 +0.4%
LWANC
133
Laurel Wealth Advisors (North Carolina)
North Carolina
$539K -$171K -3,308 -24%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$533K – – –
CCA
135
Childress Capital Advisors
Texas
$513K – – –
RWP
136
Ridgecrest Wealth Partners
California
$509K +$10.3K +200 +2%
CPIA
137
Cornell Pochily Investment Advisors
New York
$503K +$97.1K +1,881 +24%
GA
138
GFS Advisors
Texas
$496K +$496K +9,600 New
WCG
139
Weaver Consulting Group
California
$482K -$59.2K -1,146 -11%
AIC
140
Ameritas Investment Company
Nebraska
$474K +$474K +9,176 New
AWA
141
Arkadios Wealth Advisors
Georgia
$445K +$280K +5,416 +169%
BWM
142
Birchcreek Wealth Management
Ohio
$432K +$72.5K +1,402 +20%
ASN
143
Advisory Services Network
Georgia
$426K -$1.46M -28,222 -77%
Lido Advisors
144
Lido Advisors
California
$426K -$32K -620 -7%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$417K -$181K -3,524 -30%
CIP
146
Chartwell Investment Partners
Pennsylvania
$409K – – –
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$399K +$186K +3,602 +87%
DI
148
Disciplined Investments
Oklahoma
$395K -$31.7K -613 -7%
SC
149
Sierra Capital
Florida
$391K +$70.6K +1,375 +22%
RWA
150
Redhawk Wealth Advisors
Minnesota
$372K +$11.7K +226 +3%
4 5
6
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