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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 %
DI
126
Disciplined Investments
Oklahoma
$691K +$314K +6,351 +83%
HCM
127
HMS Capital Management
Tennessee
$687K -$4.18M -84,757 -86%
CPSC
128
Carl P. Sherr & Co
Massachusetts
$684K -$193K -3,920 -22%
TIA
129
Traphagen Investment Advisors
New Jersey
$683K -$36M -373,549 -98%
AIM
130
Alhambra Investment Management
Florida
$668K – – –
HKIMG
131
Hutchens & Kramer Investment Management Group
Indiana
$668K – – –
IWC
132
Integrated Wealth Concepts
Massachusetts
$665K +$665K +13,472 New
9WM
133
9258 Wealth Management
Ohio
$639K +$148 +3 +0%
BFA
134
Beacon Financial Advisory
Ohio
$630K -$108K -2,186 -15%
OMC
135
Old Mission Capital
Illinois
$623K +$132K +2,675 +27%
WCG
136
Weaver Consulting Group
California
$594K +$216K +4,368 +57%
Lido Advisors
137
Lido Advisors
California
$587K +$587K +11,909 New
LB
138
Leo Brokerage
Texas
$586K +$586K +11,870 New
CAWM
139
Capital Advisors Wealth Management
Washington
$565K +$120K +2,429 +27%
RG
140
Retirement Group
California
$552K -$422K -8,539 -43%
WCFA
141
Walkner Condon Financial Advisors
Wisconsin
$552K +$552K +11,186 New
DFG
142
Demars Financial Group
Washington
$525K +$148 +3 +0%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$509K – – –
CPIA
144
Cornell Pochily Investment Advisors
New York
$501K -$7.86K -159 -2%
ACM
145
Ayrshire Capital Management
Connecticut
$481K -$29.4K -597 -6%
UCFA
146
United Capital Financial Advisors
Texas
$479K -$45.2K -916 -9%
GA
147
GFS Advisors
Texas
$474K – – –
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$458K -$13.7K -278 -3%
CCA
149
Childress Capital Advisors
Texas
$436K – – –
Bank of Nova Scotia
150
Bank of Nova Scotia
Ontario, Canada
$415K +$165K +3,348 +66%
4 5
6
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