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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 %
FWIA
126
Fort Washington Investment Advisors
Ohio
$813K -$116K -2,270 -12%
PA
127
PFG Advisors
Arizona
$783K +$5.87K +115 +0.8%
BFA
128
Beacon Financial Advisory
Ohio
$763K +$227K +4,443 +42%
OPS
129
Orion Portfolio Solutions
Nebraska
$740K +$34.8K +681 +5%
WFG
130
Wills Financial Group
Virginia
$732K +$168K +3,295 +30%
AIM
131
Alhambra Investment Management
Florida
$691K -$214K -4,200 -24%
IIA
132
IPG Investment Advisors
California
$682K -$347K -6,785 -34%
HKIMG
133
Hutchens & Kramer Investment Management Group
Indiana
$670K +$670K +13,575 New
9WM
134
9258 Wealth Management
Ohio
$661K +$55.6K +1,090 +9%
SHWM
135
Smith & Howard Wealth Management
Georgia
$647K -$504K -9,867 -44%
JWCA
136
J.W. Cole Advisors
Florida
$633K +$633K +12,404 New
BWM
137
Birchcreek Wealth Management
Ohio
$624K +$198K +3,873 +46%
CPFP
138
Clear Perspectives Financial Planning
Ohio
$621K -$62.6K -1,225 -9%
APA
139
American Portfolios Advisors
New York
$609K -$19K -373 -3%
RWP
140
Ridgecrest Wealth Partners
California
$569K +$66K +1,292 +13%
AC
141
Avestar Capital
New York
$550K -$164K -3,216 -23%
DFG
142
Demars Financial Group
Washington
$543K -$226K -4,417 -29%
UCFA
143
United Capital Financial Advisors
Texas
$542K -$3.47K -68 -0.6%
MGIA
144
Matthew Goff Investment Advisor
Texas
$534K -$462K -9,050 -46%
LWANC
145
Laurel Wealth Advisors (North Carolina)
North Carolina
$532K +$153 +3 +0%
PFP
146
Pinnacle Financial Partners
Tennessee
$531K -$529K -10,365 -50%
ACM
147
Ayrshire Capital Management
Connecticut
$528K -$6.02K -118 -1%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$527K – – –
CPIA
149
Cornell Pochily Investment Advisors
New York
$526K +$28.5K +558 +6%
OMC
150
Old Mission Capital
Illinois
$508K -$1.42M -27,791 -74%
4 5
6
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