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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 %
DI
126
Disciplined Investments
Oklahoma
$692K +$14.2K +294 +2%
CPSC
127
Carl P. Sherr & Co
Massachusetts
$672K – – –
AIM
128
Alhambra Investment Management
Florida
$646K -$9.69K -200 -1%
FA
129
FC Advisory
Pennsylvania
$646K +$646K +13,336 New
WFG
130
Wills Financial Group
Virginia
$640K -$40.9K -844 -6%
MIAN
131
Mariner Independent Advisor Network
Kansas
$636K -$224K -4,614 -26%
BFA
132
Beacon Financial Advisory
Ohio
$619K +$630 +13 +0.1%
OCM
133
One Capital Management
California
$612K +$612K +12,632 New
CAWM
134
Capital Advisors Wealth Management
Washington
$610K +$55.4K +1,143 +10%
SFS
135
Security Financial Services
Indiana
$599K +$326K +6,718 +119%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$594K +$232K +4,795 +64%
FWIA
137
Fort Washington Investment Advisors
Ohio
$582K -$147K -3,025 -20%
BCA
138
Bray Capital Advisors
Florida
$567K +$482K +9,945 +568%
SCA
139
Snowden Capital Advisors
New York
$561K +$166K +3,428 +42%
LB
140
Leo Brokerage
Texas
$545K -$30.4K -628 -5%
APA
141
Astoria Portfolio Advisors
New York
$545K +$545K +11,237 New
9WM
142
9258 Wealth Management
Ohio
$541K -$86.7K -1,789 -14%
BWM
143
Birchcreek Wealth Management
Ohio
$535K -$204K -4,220 -28%
WCG
144
Weaver Consulting Group
California
$527K -$56K -1,155 -10%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$500K – – –
Creative Planning
146
Creative Planning
Kansas
$483K +$143K +2,952 +42%
UCFA
147
United Capital Financial Advisors
Texas
$480K +$9.46K +195 +2%
HKIMG
148
Hutchens & Kramer Investment Management Group
Indiana
$475K -$185K -3,805 -28%
GA
149
GFS Advisors
Texas
$465K – – –
IAG
150
Investment Advisory Group
Massachusetts
$438K +$142K +2,930 +48%
4 5
6
7 8