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

182 hedge funds and large institutions have $814M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
26
Increased
87
Reduced
39
Closed
11
Calls
$184K
Puts
$384K
Net Calls
-$200K
Net Calls Change
-$524K

Top Buyers

1
BlackRock
BlackRock
New York
+$43.9M
2
TIA
Traphagen Investment Advisors
New Jersey
+$21.8M
3
SRC
Shufro Rose & Co
New York
+$12.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$5.72M
5
LI
LVZ Inc
Michigan
+$5.24M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.26M
2
Deutsche Bank
Deutsche Bank
Germany
-$2.2M
3
OMC
Old Mission Capital
Illinois
-$2.12M
4
BS
Banco Santander
Spain
-$1.73M
5
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
-$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
101
Beacon Financial Advisory
Ohio
$685K +$209K +4,011 +44%
DIA
102
Dana Investment Advisors
Wisconsin
$675K +$675K +12,958 New
Lido Advisors
103
Lido Advisors
California
$669K -$82K -1,572 -11%
ACM
104
Ayrshire Capital Management
Connecticut
$647K +$1.62K +31 +0.3%
AWM
105
Alterna Wealth Management
Texas
$642K -$111K -2,124 -15%
UCFA
106
United Capital Financial Advisors
Texas
$608K +$98.3K +1,886 +19%
IP
107
Intellectus Partners
California
$587K -$191K -3,670 -25%
DC
108
Davenport & Co
Virginia
$566K +$17.4K +334 +3%
IAN
109
Integrated Advisors Network
Texas
$549K +$2.77K +53 +0.5%
MAFM
110
Mid Atlantic Financial Management
Pennsylvania
$544K -$3.12K -60 -0.6%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$538K – – –
CIP
112
Chartwell Investment Partners
Pennsylvania
$511K -$65.7K -1,260 -11%
Renaissance Technologies
113
Renaissance Technologies
New York
$500K +$500K +9,600 New
Deutsche Bank
114
Deutsche Bank
Germany
$485K -$2.2M -42,107 -82%
SWP
115
Stratos Wealth Partners
Ohio
$476K – – –
SIM
116
Stratos Investment Management
Ohio
$458K -$195K -3,735 -30%
SIAM
117
Sterling Investment Advisors (Missouri)
Missouri
$437K +$2.45K +47 +0.6%
LWANC
118
Laurel Wealth Advisors (North Carolina)
North Carolina
$428K +$263K +5,045 +159%
AAS
119
Avantax Advisory Services
Texas
$425K +$425K +8,146 New
DP
120
Dearborn Partners
Illinois
$413K – – –
KCM
121
Karp Capital Management
California
$377K +$377K +7,228 New
CAM
122
Concorde Asset Management
Michigan
$366K +$366K +7,015 New
BAM
123
Belpointe Asset Management
Nevada
$351K +$10.4K +199 +3%
MIH
124
Meitav Investment House
Israel
$342K +$342K +6,567 New
RIG
125
Roosevelt Investment Group
New York
$329K -$7.56K -145 -2%
3 4
5
6 7