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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 %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$4.39M -$403K -7,775 -8%
LAS
52
Lloyd Advisory Services
Georgia
$3.93M +$3.93M +75,854 New
CFO
53
Collective Family Office
Pennsylvania
$3.92M -$479K -9,250 -11%
PAG
54
Private Advisor Group
New Jersey
$3.9M -$311K -6,014 -7%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$3.87M +$217K +4,186 +6%
LTI
56
Laffer Tengler Investments
Tennessee
$3.78M +$183K +3,542 +5%
EIC
57
Equity Investment Corp
Georgia
$3.72M +$5.18K +100 +0.1%
SPC
58
Sigma Planning Corp
Michigan
$3.58M +$303K +5,859 +9%
IIA
59
IPG Investment Advisors
California
$3.53M +$1.97M +38,070 +127%
SWP
60
ShoreHaven Wealth Partners
New Jersey
$3.52M +$81.7K +1,578 +2%
MHR
61
Matthew Hamilton Rosenberg
$3.37M +$1.15M +22,183 +52%
AssetMark Inc
62
AssetMark Inc
California
$3.32M +$778K +15,026 +31%
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$3.19M -$3.02M -58,390 -49%
CFGS
64
Concourse Financial Group Securities
Alabama
$3.18M +$188K +3,632 +6%
MML Investors Services
65
MML Investors Services
Massachusetts
$3.05M +$537K +10,363 +21%
Truist Financial
66
Truist Financial
North Carolina
$2.96M -$199K -3,846 -6%
FA
67
FMA Advisory
Pennsylvania
$2.9M -$1.05M -20,366 -27%
RIM
68
Rockbridge Investment Management
New York
$2.76M -$36.6K -707 -1%
TA
69
Townsend & Associates
Colorado
$2.71M +$1.07M +20,619 +65%
MCC
70
Money Concepts Capital
Florida
$2.69M -$38K -734 -1%
HCM
71
HMS Capital Management
Tennessee
$2.25M +$2.25M +43,526 New
SFO
72
Stokes Family Office
Louisiana
$2.21M -$1.87M -36,025 -46%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$2.18M +$686K +13,242 +46%
BRWM
74
B. Riley Wealth Management
Tennessee
$2.04M +$1.33M +25,725 +189%
MFG
75
MidWestOne Financial Group
Iowa
$1.88M +$337K +6,503 +22%
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