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iShares 0-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
101
Outlook Wealth Advisors
Texas
$881K +$99.8K +1,928 +13%
AIM
102
Alhambra Investment Management
Florida
$865K -$24.8K -480 -3%
CSPIA
103
Cary Street Partners Investment Advisory
Virginia
$849K +$62.7K +1,210 +8%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$839K +$627K +12,100 +295%
BIA
105
Biondo Investment Advisors
Pennsylvania
$832K +$43.7K +845 +6%
AC
106
Avestar Capital
New York
$819K -$171K -3,292 -17%
SF
107
Summit Financial
New Jersey
$808K +$5.28K +102 +0.7%
IAN
108
Integrated Advisors Network
Texas
$804K +$10.1K +195 +1%
LB
109
Leo Brokerage
Texas
$798K -$251K -4,849 -24%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$758K -$168K -3,238 -18%
OPS
111
Orion Portfolio Solutions
Nebraska
$752K -$8.08K -156 -1%
FWIA
112
Fort Washington Investment Advisors
Ohio
$729K +$272K +5,255 +60%
Stifel Financial
113
Stifel Financial
Missouri
$722K +$439K +8,465 +155%
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$688K +$28.5K +551 +4%
SWP
115
Stratos Wealth Partners
Ohio
$680K +$1.45K +28 +0.2%
5L
116
55I LLC
Massachusetts
$658K +$658K +12,704 New
OC
117
Oppenheimer & Co
New York
$635K +$635K +12,272 New
UCFA
118
United Capital Financial Advisors
Texas
$631K -$150K -2,906 -19%
OWA
119
One Wealth Advisors
California
$604K +$604K +11,674 New
WFG
120
Wills Financial Group
Virginia
$591K +$2.33K +45 +0.4%
CPFP
121
Clear Perspectives Financial Planning
Ohio
$587K +$551K +10,638 +1,520%
ACM
122
Ayrshire Capital Management
Connecticut
$585K -$49K -946 -8%
WCG
123
Weaver Consulting Group
California
$582K -$19.1K -370 -3%
NB
124
Nicolet Bankshares
Wisconsin
$560K +$560K +10,819 New
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$559K -$1.02M -19,739 -65%