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iShares 0-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SHWM
176
Smith & Howard Wealth Management
Georgia
$263K -$363K -7,344 -58%
TIAM2
177
Tru Independence Asset Management 2
Oregon
$256K
SIAG
178
Safeguard Investment Advisory Group
California
$249K +$249K +5,058 New
RA
179
RFG Advisory
Alabama
$238K +$238K +4,812 New
SIAM
180
Sterling Investment Advisors (Missouri)
Missouri
$228K +$544 +11 +0.2%
SS
181
Sunbelt Securities
Texas
$224K
PAI
182
Pittenger & Anderson Inc
Nebraska
$223K -$4.19K -85 -2%
HL
183
HeadInvest LLC
Maine
$220K
CCFM
184
Clear Creek Financial Management
Washington
$219K +$219K +4,439 New
CIBC World Market
185
CIBC World Market
Ontario, Canada
$208K -$1.33K -27 -0.6%
SIM
186
Stratos Investment Management
Ohio
$204K -$54.6K -1,107 -21%
NGA
187
Naples Global Advisors
Florida
$201K
AAS
188
Avantax Advisory Services
Texas
$200K +$200K +4,045 New
AF
189
Allworth Financial
California
$178K -$24.1K -488 -12%
GWM
190
Grand Wealth Management
Michigan
$166K +$166K +3,358 New
GRP
191
Global Retirement Partners
California
$158K +$158K +3,234 New
GWM
192
Geneos Wealth Management
Colorado
$137K +$17.1K +349 +14%
PA
193
Parallel Advisors
California
$135K
IA
194
IFP Advisors
Florida
$124K +$66.8K +1,352 +117%
HBW
195
Hazlett, Burt & Watson
West Virginia
$111K +$111K +2,236 New
BAM
196
Belpointe Asset Management
Nevada
$109K -$126K -2,561 -54%
Citigroup
197
Citigroup
New York
$101K -$113K -2,287 -53%
AA
198
AlphaMark Advisors
Kentucky
$99K
BCM
199
Bourgeon Capital Management
Connecticut
$99K
BCA
200
Bray Capital Advisors
Florida
$86K -$139K -2,835 -62%