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iShares 0-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LC
201
Lindbrook Capital
California
$126K +$126K +2,471 New
GWM
202
Geneos Wealth Management
Colorado
$124K -$254 -5 -0.2%
AA
203
AlphaMark Advisors
Kentucky
$102K
BCM
204
Bourgeon Capital Management
Connecticut
$102K +$15.3K +300 +18%
NFG
205
Next Financial Group
Texas
$99K +$39.3K +770 +66%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$77K
WWM
207
Wagner Wealth Management
South Carolina
$76K -$190K -3,706 -71%
HS
208
Horan Securities
United States
$69K +$69K +1,360 New
IA
209
IFP Advisors
Florida
$59K -$356 -7 -0.6%
PCA
210
Providence Capital Advisors
North Carolina
$58K
IRC
211
Investors Research Corp
Georgia
$53K
FGAM
212
Financial Gravity Asset Management
Texas
$51.5K +$28.5K +677 +124%
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$51.1K
CB
214
Community Bank
New York
$43K
CFD
215
Creative Financial Designs
Indiana
$40K -$21.1K -408 -35%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$40K +$23.5K +466 +143%
SPIA
217
Steward Partners Investment Advisory
New York
$39K
BlackRock
218
BlackRock
New York
$36K
GIA
219
Goodwin Investment Advisory
Georgia
$36K +$36K +696 New
HDIM
220
Hanson & Doremus Investment Management
Vermont
$31K
EIP
221
Ellis Investment Partners
Pennsylvania
$30K +$204 +4 +0.7%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$25K -$2.93M -57,575 -99%
TWA
223
TCI Wealth Advisors
Arizona
$22K
SCA
224
Snowden Capital Advisors
New York
$21K +$21K +426 New
BFEC
225
Benjamin F. Edwards & Company
Missouri
$20K