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

153 hedge funds and large institutions have $620M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
18
Increased
56
Reduced
57
Closed
10
Calls
$46K
Puts
$53K
Net Calls
-$7K
Net Calls Change
-$82K

Top Buyers

1
Jane Street
Jane Street
New York
$59.5M
2
Citadel Advisors
Citadel Advisors
Florida
$7.79M
3
MFM
MD Financial Management
Ontario, Canada
$7.73M
4
BlackRock
BlackRock
New York
$14.6M
5
LI
LVZ Inc
Michigan
$5.87M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$14.4M
2
TIA
Traphagen Investment Advisors
New Jersey
$5.02M
3
Morgan Stanley
Morgan Stanley
New York
$69.9M
4
SHWM
Smith & Howard Wealth Management
Georgia
$2.06M
5
IIA
IPG Investment Advisors
California
$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$699K -$533K -10,619 -43%
ACM
77
Ayrshire Capital Management
Connecticut
$666K +$5.91K +118 +0.9%
BRWM
78
B. Riley Wealth Management
Tennessee
$653K +$653K +13,031 New
LTI
79
Laffer Tengler Investments
Tennessee
$644K -$5.16K -103 -0.8%
FA
80
FMA Advisory
Pennsylvania
$644K +$161K +3,209 +33%
Goldman Sachs
81
Goldman Sachs
New York
$621K -$75K -1,495 -11%
AC
82
AlphaCore Capital
California
$615K -$28.9K -576 -4%
IIA
83
IPG Investment Advisors
California
$578K -$4.72M -94,097 -89%
TPCM
84
Three Peaks Capital Management
Colorado
$572K -$649K -12,936 -53%
JWBC
85
John W. Brooker & Co
California
$532K +$1.4K +28 +0.3%
SIM
86
Stratos Investment Management
Ohio
$513K +$513K +10,223 New
JSA
87
Jacobson & Schmitt Advisors
Wisconsin
$481K -$346K -6,895 -42%
KWA
88
KCS Wealth Advisory
California
$477K -$343K -6,835 -42%
DC
89
Davenport & Co
Virginia
$477K – – –
BWA
90
Beam Wealth Advisors
Louisiana
$462K -$15K -300 -3%
BFA
91
Beacon Financial Advisory
Ohio
$458K +$25.3K +505 +6%
MFG
92
MidWestOne Financial Group
Iowa
$451K +$163K +3,243 +56%
FCA
93
FLC Capital Advisors
California
$418K +$25.6K +512 +7%
APA
94
American Portfolios Advisors
New York
$417K -$101K -2,010 -19%
SIAM
95
Sterling Investment Advisors (Missouri)
Missouri
$415K +$1.85K +37 +0.4%
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
$412K -$1.09M -21,694 -73%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$410K +$38.6K +770 +10%
Allianz Asset Management
98
Allianz Asset Management
Germany
$401K +$401K +8,000 New
LFPWM
99
Leicht Financial Planning & Wealth Management
New Jersey
$399K -$1.29M -25,748 -76%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$388K +$138K +2,750 +55%
2 3
4
5 6