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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

182 hedge funds and large institutions have $814M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
26
Increased
87
Reduced
39
Closed
11
Calls
$184K
Puts
$384K
Net Calls
-$200K
Net Calls Change
-$524K

Top Buyers

1
BlackRock
BlackRock
New York
$50.7M
2
TIA
Traphagen Investment Advisors
New Jersey
$23.1M
3
SRC
Shufro Rose & Co
New York
$12.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$10.6M
5
LI
LVZ Inc
Michigan
$6.58M

Top Sellers

1
Jane Street
Jane Street
New York
$2.91M
2
Deutsche Bank
Deutsche Bank
Germany
$485K
3
OMC
Old Mission Capital
Illinois
$761K
4
BS
Banco Santander
Spain
$16.9M
5
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNB
26
Camden National Bank
Maine
$8.02M +$2.4M +46,009 +43%
APSP
27
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.88M -$1.72M -32,973 -18%
BMM
28
Buffington Mohr McNeal
Idaho
$7.19M +$1.06M +20,415 +17%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$7.18M +$947K +18,201 +15%
FCIM
30
Fairview Capital Investment Management
California
$6.8M -$348K -6,675 -5%
LB
31
Leo Brokerage
Texas
$6.66M +$6.66M +127,739 New
LI
32
LVZ Inc
Michigan
$6.58M +$5.24M +100,457 +388%
WFM
33
Wolff Financial Management
Michigan
$6.4M +$295K +5,651 +5%
RWA
34
Redhawk Wealth Advisors
Minnesota
$5.82M +$801K +15,360 +16%
Bank Julius Baer & Co
35
Bank Julius Baer & Co
Switzerland
$5.33M +$4.35M +83,531 +448%
EVM
36
Eaton Vance Management
Massachusetts
$5.27M +$33.9K +650 +0.6%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$5.12M +$802K +15,380 +19%
MGIA
38
Matthew Goff Investment Advisor
Texas
$5.11M -$217K -4,169 -4%
MWM
39
Mattern Wealth Management
Kansas
$4.86M +$726K +13,927 +18%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$4.81M +$1.33M +25,606 +38%
RWA
41
River Wealth Advisors
Pennsylvania
$4.71M +$3.52M +67,587 +297%
SFO
42
Stokes Family Office
Louisiana
$4.55M -$266K -5,095 -6%
PWW
43
Pettyjohn Wood & White
Virginia
$4.27M +$3.09M +59,305 +261%
GWMIA
44
Global Wealth Management Investment Advisory
Florida
$4.21M +$139K +2,662 +3%
PAG
45
Private Advisor Group
New Jersey
$4.09M +$244K +4,687 +6%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$4.06M +$689K +13,225 +20%
SPC
47
Sigma Planning Corp
Michigan
$3.91M +$1.12M +21,478 +40%
RJA
48
Raymond James & Associates
Florida
$3.89M +$999K +19,159 +35%
SS
49
Simplicity Solutions
Minnesota
$3.8M +$612K +11,733 +19%
EIC
50
Equity Investment Corp
Georgia
$3.68M – – –
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