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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 %
ASN
76
Advisory Services Network
Georgia
$1.84M +$25.1K +485 +1%
EPP
77
ETF Portfolio Partners
Kansas
$1.76M +$14.3K +277 +0.8%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$1.72M -$3.14M -60,625 -65%
AA
79
Argent Advisors
Louisiana
$1.65M +$386K +7,458 +31%
HWMA
80
Heritage Wealth Management (Arizona)
Arizona
$1.51M +$1.51M +29,166 New
RCAG
81
Rehmann Capital Advisory Group
Michigan
$1.51M +$19.6K +378 +1%
DWMG
82
DB Wealth Management Group
California
$1.38M +$47.8K +923 +4%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.37M +$661K +12,764 +93%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$1.37M -$240K -4,625 -15%
JWCA
85
J.W. Cole Advisors
Florida
$1.35M +$153K +2,950 +13%
SRC
86
Shufro Rose & Co
New York
$1.27M -$20.1M -388,743 -94%
4WM
87
4J Wealth Management
Virginia
$1.25M -$157K -3,025 -11%
SHWM
88
Smith & Howard Wealth Management
Georgia
$1.18M -$134K -2,590 -10%
HI
89
Harbour Investments
Wisconsin
$1.15M +$1.15M +22,178 New
CCA
90
Catalyst Capital Advisors
New York
$1.14M – – –
NA
91
NewEdge Advisors
Louisiana
$1.13M +$847K +16,352 +301%
MWM
92
Mattern Wealth Management
Kansas
$1.11M -$9M -173,744 -89%
KAS
93
Kestra Advisory Services
Texas
$1.08M -$220K -4,240 -17%
RG
94
Retirement Group
California
$1.02M +$118K +2,284 +13%
DFG
95
Demars Financial Group
Washington
$990K -$35.8K -691 -3%
TIM
96
Tortoise Investment Management
New York
$983K -$494K -9,536 -33%
CPSC
97
Carl P. Sherr & Co
Massachusetts
$921K -$161K -3,104 -15%
MIAN
98
Mariner Independent Advisor Network
Kansas
$920K – – –
Goldman Sachs
99
Goldman Sachs
New York
$911K -$155K -2,995 -15%
BWA
100
BDO Wealth Advisors
Florida
$911K -$31.1K -600 -3%
2 3
4
5 6