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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 %
VIM
151
Vista Investment Management
Pennsylvania
$410K +$410K +8,301 New
SCA
152
Snowden Capital Advisors
New York
$402K +$381K +7,730 +1,815%
CIP
153
Chartwell Investment Partners
Pennsylvania
$390K – – –
IAN
154
Integrated Advisors Network
Texas
$378K -$467K -9,473 -55%
BCA
155
Bay Colony Advisors
Massachusetts
$375K +$57K +1,155 +18%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$369K -$76.2K -1,544 -17%
VA
157
Valmark Advisers
Ohio
$361K +$38.5K +780 +12%
Creative Planning
158
Creative Planning
Kansas
$346K +$346K +7,007 New
ASN
159
Advisory Services Network
Georgia
$337K -$71.8K -1,456 -18%
MCC
160
Money Concepts Capital
Florida
$329K -$1.97M -39,893 -86%
RWA
161
Redhawk Wealth Advisors
Minnesota
$324K -$3.94K -80 -1%
ATPW
162
Ashton Thomas Private Wealth
Arizona
$304K +$101K +2,050 +50%
CA
163
CoreCap Advisors
Michigan
$303K +$303K +6,130 New
RCM
164
Raleigh Capital Management
North Carolina
$303K +$303K +6,130 New
IAG
165
Investment Advisory Group
Massachusetts
$302K – – –
EWM
166
Endowment Wealth Management
Wisconsin
$302K +$73.9K +1,498 +32%
SBIA
167
Sheaff Brock Investment Advisors
Indiana
$296K – – –
MHS
168
M Holdings Securities
Oregon
$296K +$296K +5,994 New
LFAS
169
Level Four Advisory Services
Texas
$295K – – –
TSS
170
Two Sigma Securities
New York
$284K -$98.7K -1,997 -26%
SFS
171
Security Financial Services
Indiana
$278K +$278K +5,639 New
RIG
172
Roosevelt Investment Group
New York
$276K -$3.9K -79 -1%
Franklin Resources
173
Franklin Resources
California
$270K -$23.3K -472 -8%
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$268K -$248K -5,007 -48%
LA
175
LexAurum Advisors
Kansas
$265K +$13.9K +281 +6%
5 6
7
8 9