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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 %
IIA
76
IPG Investment Advisors
California
$1.57M +$427K +8,172 +37%
MFG
77
MidWestOne Financial Group
Iowa
$1.56M +$15.5K +297 +1%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$1.51M +$676K +12,938 +81%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$1.5M -$386K -7,387 -20%
TIM
80
Tortoise Investment Management
New York
$1.49M -$862K -16,508 -37%
4WM
81
4J Wealth Management
Virginia
$1.42M +$1.42M +27,102 New
DWMG
82
DB Wealth Management Group
California
$1.34M +$1.34M +25,699 New
SHWM
83
Smith & Howard Wealth Management
Georgia
$1.33M +$38.5K +738 +3%
KAS
84
Kestra Advisory Services
Texas
$1.31M +$391K +7,497 +43%
AA
85
Argent Advisors
Louisiana
$1.28M +$192K +3,671 +18%
JWCA
86
J.W. Cole Advisors
Florida
$1.21M +$1.21M +23,189 New
CCA
87
Catalyst Capital Advisors
New York
$1.15M – – –
CPSC
88
Carl P. Sherr & Co
Massachusetts
$1.09M – – –
Goldman Sachs
89
Goldman Sachs
New York
$1.08M -$213K -4,077 -17%
LB
90
Leo Brokerage
Texas
$1.06M -$5.61M -107,488 -84%
DFG
91
Demars Financial Group
Washington
$1.04M -$10.7M -205,585 -91%
AC
92
Avestar Capital
New York
$996K -$123K -2,350 -11%
BWA
93
BDO Wealth Advisors
Florida
$950K -$28.7K -550 -3%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$934K +$61.6K +1,179 +7%
MIAN
95
Mariner Independent Advisor Network
Kansas
$930K +$10.4K +200 +1%
RG
96
Retirement Group
California
$908K -$338K -6,476 -27%
AIM
97
Alhambra Investment Management
Florida
$898K +$195K +3,734 +28%
ICM
98
Intrepid Capital Management
Florida
$828K +$131K +2,505 +19%
SF
99
Summit Financial
New Jersey
$809K +$809K +15,495 New
IAN
100
Integrated Advisors Network
Texas
$800K +$251K +4,799 +46%
2 3
4
5 6