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

213 hedge funds and large institutions have $1.05B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
3.75%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.26%
New
29
Increased
92
Reduced
62
Closed
20
Calls
$179K
Puts
$651K
Net Calls
-$472K
Net Calls Change
-$741K

Top Buyers

1
DWP
Destiny Wealth Partners
Florida
$25.8M
2
Jane Street
Jane Street
New York
$13.1M
3
MWM
Moulton Wealth Management
Washington
$8M
4
UBS Group
UBS Group
Switzerland
$37.7M
5
WIA
World Investment Advisors
California
$33.5M

Top Sellers

1
SRC
Shufro Rose & Co
New York
$1.27M
2
CS
Credit Suisse
Switzerland
$0
3
BS
Banco Santander
Spain
$6.98M
4
MWM
Mattern Wealth Management
Kansas
$1.11M
5
First Trust Advisors
First Trust Advisors
Illinois
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$10.2M +$6.44M +124,399 +171%
RWA
27
River Wealth Advisors
Pennsylvania
$10.2M +$2.15M +41,503 +27%
COCM
28
Charter Oak Capital Management
New Hampshire
$9.65M +$575K +11,104 +6%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$9.49M +$1.01M +19,463 +12%
CWM
30
Curi Wealth Management
North Carolina
$9.37M +$1.06M +20,408 +13%
PWW
31
Pettyjohn Wood & White
Virginia
$9.04M +$1.4M +27,077 +18%
Wells Fargo
32
Wells Fargo
California
$8.7M -$3.68M -71,086 -30%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.11M -$93.5K -1,806 -1%
MWM
34
Moulton Wealth Management
Washington
$8M +$8M +154,642 New
WFM
35
Wolff Financial Management
Michigan
$7.55M +$477K +9,203 +7%
APSP
36
Asset Planning Services (Pennsylvania)
Pennsylvania
$6.99M +$409K +7,891 +6%
BS
37
Banco Santander
Spain
$6.98M -$9.31M -179,811 -57%
DAS
38
Dynamic Advisor Solutions
Arizona
$6.1M +$2.23M +43,052 +58%
Bank Julius Baer & Co
39
Bank Julius Baer & Co
Switzerland
$6.08M -$385K -7,429 -6%
MM
40
Main Management
California
$6.02M +$2.42M +46,773 +67%
FCIM
41
Fairview Capital Investment Management
California
$5.95M -$403K -7,775 -6%
LI
42
LVZ Inc
Michigan
$5.5M +$1.59M +30,624 +41%
OMC
43
Old Mission Capital
Illinois
$5.41M +$5.41M +104,435 New
EVM
44
Eaton Vance Management
Massachusetts
$5.25M -$226K -4,356 -4%
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$4.95M +$633K +12,232 +15%
MGIA
46
Matthew Goff Investment Advisor
Texas
$4.94M -$38.3K -740 -0.8%
RJA
47
Raymond James & Associates
Florida
$4.89M +$359K +6,933 +8%
BWM
48
Bulltick Wealth Management
Florida
$4.85M – – –
DI
49
DAGCO Inc
Ohio
$4.63M +$1.88M +36,312 +68%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$4.55M +$410K +7,925 +10%
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