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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 %
FWIA
126
Fort Washington Investment Advisors
Ohio
$461K +$461K +8,828 New
BWM
127
Birchcreek Wealth Management
Ohio
$459K +$459K +8,796 New
BAM
128
Belpointe Asset Management
Nevada
$424K +$71.9K +1,377 +20%
SIM
129
Stratos Investment Management
Ohio
$411K -$48.4K -926 -11%
IP
130
Intellectus Partners
California
$386K -$203K -3,880 -34%
KCM
131
Karp Capital Management
California
$374K -$3.24K -62 -0.9%
AWA
132
ARQ Wealth Advisors
Arizona
$355K +$355K +6,791 New
LFF
133
Level Four Financial
Texas
$349K +$349K +6,675 New
SWM
134
SeaCrest Wealth Management
New York
$347K +$347K +6,650 New
DI
135
Disciplined Investments
Oklahoma
$346K +$21.5K +413 +7%
RIG
136
Roosevelt Investment Group
New York
$336K +$6.06K +116 +2%
DP
137
Dearborn Partners
Illinois
$332K -$82K -1,570 -20%
TCWM
138
Total Clarity Wealth Management
Illinois
$325K +$44.4K +850 +16%
SBIA
139
Sheaff Brock Investment Advisors
Indiana
$313K +$313K +6,000 New
Franklin Resources
140
Franklin Resources
California
$309K -$11.7K -224 -4%
EIA
141
Eldridge Investment Advisors
New Hampshire
$307K
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$303K -$104K -1,990 -26%
BRWA
143
B. Riley Wealth Advisors
Florida
$289K +$289K +5,523 New
Stifel Financial
144
Stifel Financial
Missouri
$286K +$80.3K +1,536 +39%
NA
145
NewEdge Advisors
Louisiana
$284K +$284K +5,431 New
RSWM
146
Robertson Stephens Wealth Management
California
$280K +$280K +5,375 New
SIAM
147
Sterling Investment Advisors (Missouri)
Missouri
$267K -$171K -3,274 -39%
BCA
148
Bay Colony Advisors
Massachusetts
$267K -$14.3K -274 -5%
CAM
149
Concorde Asset Management
Michigan
$262K -$105K -2,007 -29%
Bank of Nova Scotia
150
Bank of Nova Scotia
Ontario, Canada
$258K +$3.55K +68 +1%