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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 %
BCM
201
Bourgeon Capital Management
Connecticut
$97K – – –
SWM
202
SeaCrest Wealth Management
New York
$97K +$97K +2,000 New
BFEC
203
Benjamin F. Edwards & Company
Missouri
$90K +$65K +1,337 +261%
CTC
204
Central Trust Company
Missouri
$73K +$73K +1,500 New
HS
205
Horan Securities
United States
$66K – – –
LC
206
Lindbrook Capital
California
$64K -$7.27K -150 -10%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$54K – – –
EIP
208
Ellis Investment Partners
Pennsylvania
$51K +$3.22K +67 +7%
BlackRock
209
BlackRock
New York
$44K – – –
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$42K – – –
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$41K -$1.99K -41 -5%
CB
212
Community Bank
New York
$39K – – –
CWA
213
Clearview Wealth Advisors
Oregon
$39K – – –
IRC
214
Investors Research Corp
Georgia
$38K -$12.9K -265 -25%
SPIA
215
Steward Partners Investment Advisory
New York
$37K – – –
PCA
216
Providence Capital Advisors
North Carolina
$34K -$2.13K -44 -6%
FGAM
217
Financial Gravity Asset Management
Texas
$31.1K -$648 -12 -2%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$30K +$29.9K +609 +30,450%
HDIM
219
Hanson & Doremus Investment Management
Vermont
$29K – – –
TAM
220
Tucker Asset Management
Colorado
$21.8K +$19.2K +397 +763%
TWA
221
TCI Wealth Advisors
Arizona
$21K – – –
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$19K +392 New
CP
223
Castleview Partners
Texas
$16K +$2.27K +56 +17%
GEA
224
Glen Eagle Advisors
New Jersey
$13.6K – – –
MIFH
225
Migdal Insurance & Financial Holdings
Israel
$10K – – –
7 8
9
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