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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 %
GA
151
GFS Advisors
Texas
$490K – – –
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$488K +$163K +3,192 +50%
SC
153
Sierra Capital
Florida
$462K +$73.4K +1,438 +19%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$461K +$65.9K +1,288 +17%
CAWM
155
Capital Advisors Wealth Management
Washington
$460K +$460K +9,014 New
CCA
156
Childress Capital Advisors
Texas
$451K -$55.8K -1,094 -11%
ASN
157
Advisory Services Network
Georgia
$423K +$2.09K +41 +0.5%
RSWM
158
Robertson Stephens Wealth Management
California
$408K -$140K -2,742 -26%
CIP
159
Chartwell Investment Partners
Pennsylvania
$404K – – –
TSS
160
Two Sigma Securities
New York
$395K +$395K +7,746 New
WCG
161
Weaver Consulting Group
California
$391K -$85K -1,665 -18%
DI
162
Disciplined Investments
Oklahoma
$390K +$102 +2 +0%
5L
163
55I LLC
Massachusetts
$368K -$425K -8,322 -54%
CA
164
Cetera Advisors
Colorado
$346K – – –
RWA
165
Redhawk Wealth Advisors
Minnesota
$340K -$28.1K -549 -8%
VA
166
Valmark Advisers
Ohio
$334K +$22.5K +441 +7%
BCA
167
Bay Colony Advisors
Massachusetts
$329K +$22.8K +447 +7%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$327K +$327K +6,405 New
SBIA
169
Sheaff Brock Investment Advisors
Indiana
$306K – – –
IAG
170
Investment Advisory Group
Massachusetts
$306K +$306K +6,125 New
LFAS
171
Level Four Advisory Services
Texas
$305K +$305K +5,975 New
Franklin Resources
172
Franklin Resources
California
$303K – – –
EIA
173
Eldridge Investment Advisors
New Hampshire
$300K – – –
RIG
174
Roosevelt Investment Group
New York
$289K -$5.66K -111 -2%
KPWS
175
Kestra Private Wealth Services
Texas
$269K +$269K +5,276 New
5 6
7
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