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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 %
LI
51
LVZ Inc
Michigan
$3.94M -$2.65M -50,797 -40%
DAS
52
Dynamic Advisor Solutions
Arizona
$3.9M +$1.95M +37,318 +100%
AWM
53
AE Wealth Management
Kansas
$3.79M +$288K +5,513 +8%
EIC
54
Equity Investment Corp
Georgia
$3.75M +$57.4K +1,100 +2%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$3.68M +$2.24M +42,955 +156%
LTI
56
Laffer Tengler Investments
Tennessee
$3.63M +$655K +12,557 +22%
MM
57
Main Management
California
$3.63M +$171K +3,280 +5%
Renaissance Technologies
58
Renaissance Technologies
New York
$3.51M +$3.01M +57,600 +600%
SWP
59
ShoreHaven Wealth Partners
New Jersey
$3.47M +$3.47M +66,487 New
SPC
60
Sigma Planning Corp
Michigan
$3.3M -$620K -11,869 -16%
Truist Financial
61
Truist Financial
North Carolina
$3.19M +$363K +6,951 +13%
CFGS
62
Concourse Financial Group Securities
Alabama
$3.02M -$60.9K -1,166 -2%
RIM
63
Rockbridge Investment Management
New York
$2.82M -$34.5K -661 -1%
DI
64
DAGCO Inc
Ohio
$2.77M +$1.86M +35,641 +204%
MCC
65
Money Concepts Capital
Florida
$2.75M +$2.75M +52,722 New
Jane Street
66
Jane Street
New York
$2.64M -$274K -5,252 -9%
AssetMark Inc
67
AssetMark Inc
California
$2.56M -$64.1K -1,227 -2%
MML Investors Services
68
MML Investors Services
Massachusetts
$2.54M +$425K +8,132 +20%
MHR
69
Matthew Hamilton Rosenberg
$2.24M +$897K +17,178 +67%
AFAS
70
Acorn Financial Advisory Services
Virginia
$2.23M +$628K +12,027 +39%
ASN
71
Advisory Services Network
Georgia
$1.83M +$38K +727 +2%
EPP
72
ETF Portfolio Partners
Kansas
$1.76M +$3.4K +65 +0.2%
TA
73
Townsend & Associates
Colorado
$1.66M +$66.8K +1,279 +4%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.62M +$152K +2,910 +10%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$1.6M -$9.07M -173,678 -85%
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