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

205 hedge funds and large institutions have $959M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+23
Holders Change %
+12.64%
% of All Funds
3.64%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
36
Increased
88
Reduced
55
Closed
11
Calls
$1.07M
Puts
$801K
Net Calls
+$269K
Net Calls Change
+$469K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$25.2M
2
WIA
World Investment Advisors
California
$26.7M
3
SRC
Shufro Rose & Co
New York
$21.6M
4
Morgan Stanley
Morgan Stanley
New York
$116M
5
FMII
Farmers & Merchants Investments Inc
Nebraska
$32.1M

Top Sellers

1
SSWG
Seven Springs Wealth Group
Tennessee
$8K
2
DFG
Demars Financial Group
Washington
$1.04M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.6M
4
LB
Leo Brokerage
Texas
$1.06M
5
BlackRock
BlackRock
New York
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
26
Charter Oak Capital Management
New Hampshire
$9.15M +$9.15M +175,203 New
BMM
27
Buffington Mohr McNeal
Idaho
$8.76M +$1.56M +29,888 +22%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$8.53M +$1.35M +25,842 +19%
CWM
29
Curi Wealth Management
North Carolina
$8.38M +$8.38M +160,477 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$8.28M -$210K -4,024 -2%
RWA
31
River Wealth Advisors
Pennsylvania
$8.11M +$3.39M +64,996 +72%
PWW
32
Pettyjohn Wood & White
Virginia
$7.7M +$3.42M +65,515 +80%
WFM
33
Wolff Financial Management
Michigan
$7.13M +$721K +13,813 +11%
APSP
34
Asset Planning Services (Pennsylvania)
Pennsylvania
$6.64M -$1.26M -24,109 -16%
Bank Julius Baer & Co
35
Bank Julius Baer & Co
Switzerland
$6.52M +$1.18M +22,688 +22%
FCIM
36
Fairview Capital Investment Management
California
$6.41M -$406K -7,775 -6%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$6.27M +$1.45M +27,751 +30%
EVM
38
Eaton Vance Management
Massachusetts
$5.52M +$234K +4,476 +4%
MGIA
39
Matthew Goff Investment Advisor
Texas
$5.02M -$97.4K -1,866 -2%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$4.9M +$3.5M +66,968 +249%
BWM
41
Bulltick Wealth Management
Florida
$4.89M +$4.89M +93,658 New
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$4.84M -$296K -5,675 -6%
RJA
43
Raymond James & Associates
Florida
$4.57M +$673K +12,880 +17%
CFO
44
Collective Family Office
Pennsylvania
$4.44M +$4.44M +84,966 New
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$4.35M +$128K +2,447 +3%
PAG
46
Private Advisor Group
New Jersey
$4.25M +$157K +3,010 +4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$4.17M +$101K +1,940 +2%
SFO
48
Stokes Family Office
Louisiana
$4.11M -$448K -8,580 -10%
FA
49
FMA Advisory
Pennsylvania
$3.99M +$409K +7,824 +11%
SS
50
Simplicity Solutions
Minnesota
$3.97M +$164K +3,133 +4%
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