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iShares 0-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
101
Biondo Investment Advisors
Pennsylvania
$795K +$8.09K +155 +1%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$793K -$69.5K -1,330 -8%
OWA
103
Outlook Wealth Advisors
Texas
$788K -$2.3K -44 -0.3%
UCFA
104
United Capital Financial Advisors
Texas
$788K +$179K +3,424 +29%
BFA
105
Beacon Financial Advisory
Ohio
$779K +$92.7K +1,778 +14%
OPS
106
Orion Portfolio Solutions
Nebraska
$767K -$52K -995 -6%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$717K +$410K +7,849 +133%
BRWM
108
B. Riley Wealth Management
Tennessee
$709K
SWP
109
Stratos Wealth Partners
Ohio
$684K +$207K +3,972 +43%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$665K +$236K +4,515 +55%
ACM
111
Advisors Capital Management
New Jersey
$650K -$665K -12,737 -51%
DIA
112
Dana Investment Advisors
Wisconsin
$647K -$29.7K -568 -4%
AWM
113
Alterna Wealth Management
Texas
$643K
ACM
114
Ayrshire Capital Management
Connecticut
$639K -$8.93K -171 -1%
WCG
115
Weaver Consulting Group
California
$607K -$86.2K -1,650 -12%
WFG
116
Wills Financial Group
Virginia
$593K +$593K +11,373 New
MIH
117
Meitav Investment House
Israel
$591K +$249K +4,777 +73%
RWA
118
Redhawk Wealth Advisors
Minnesota
$564K -$5.26M -100,828 -90%
CWMU
119
Caliber Wealth Management (Utah)
Utah
$547K +$547K +10,473 New
HSBC Holdings
120
HSBC Holdings
United Kingdom
$539K
DC
121
Davenport & Co
Virginia
$529K -$37.5K -719 -7%
CIP
122
Chartwell Investment Partners
Pennsylvania
$508K -$3.66K -70 -0.7%
Lido Advisors
123
Lido Advisors
California
$500K -$169K -3,241 -25%
Deutsche Bank
124
Deutsche Bank
Germany
$491K +$5.84K +112 +1%
MAFM
125
Mid Atlantic Financial Management
Pennsylvania
$466K -$79.6K -1,524 -15%