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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 %
EWM
151
Endowment Wealth Management
Wisconsin
$436K +$139K +2,866 +47%
WP
152
Wealthspan Partners
Iowa
$428K -$365K -7,522 -46%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$417K -$33.1K -684 -7%
ACM
154
Ayrshire Capital Management
Connecticut
$408K -$64.3K -1,327 -14%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$407K – – –
CPIA
156
Cornell Pochily Investment Advisors
New York
$405K -$85.8K -1,773 -17%
RCAG
157
Rehmann Capital Advisory Group
Michigan
$403K -$486K -10,024 -55%
GSWM
158
Greenup Street Wealth Management
Michigan
$398K +$398K +8,209 New
OMC
159
Old Mission Capital
Illinois
$392K -$220K -4,545 -36%
CIP
160
Chartwell Investment Partners
Pennsylvania
$383K – – –
TIA
161
Traphagen Investment Advisors
New Jersey
$377K -$193K -2,404 -34%
BCA
162
Bay Colony Advisors
Massachusetts
$373K +$295 +6 +0.1%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$373K +$373K +7,693 New
WWM
164
Wagner Wealth Management
South Carolina
$361K -$329K -6,789 -48%
RG
165
Retirement Group
California
$321K -$220K -4,542 -41%
LA
166
LexAurum Advisors
Kansas
$309K +$49.1K +1,014 +19%
ATPW
167
Ashton Thomas Private Wealth
Arizona
$302K +$3.97K +82 +1%
PG
168
Proffitt & Goodson
Tennessee
$293K +$220K +4,547 +303%
SBIA
169
Sheaff Brock Investment Advisors
Indiana
$291K – – –
MHS
170
M Holdings Securities
Oregon
$291K +$49 +1 +0%
LFAS
171
Level Four Advisory Services
Texas
$290K – – –
CCFM
172
Clear Creek Financial Management
Washington
$286K +$70.8K +1,460 +33%
RIG
173
Roosevelt Investment Group
New York
$263K -$7.95K -164 -3%
LI
174
LVZ Inc
Michigan
$260K -$4.06M -83,769 -94%
RA
175
RFG Advisory
Alabama
$258K +$23.4K +479 +10%
5 6
7
8 9