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

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

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$25.2M
2
WIA
World Investment Advisors
California
$26.7M
3
SRC
Shufro Rose & Co
New York
$21.6M
4
Morgan Stanley
Morgan Stanley
New York
$116M
5
FMII
Farmers & Merchants Investments Inc
Nebraska
$32.1M

Top Sellers

1
SSWG
Seven Springs Wealth Group
Tennessee
$8K
2
DFG
Demars Financial Group
Washington
$1.04M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.6M
4
LB
Leo Brokerage
Texas
$1.06M
5
BlackRock
BlackRock
New York
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
151
Lincoln National Corp
Pennsylvania
$248K +$1.62K +31 +0.7%
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$243K +$55.8K +1,068 +30%
BCA
153
Bray Capital Advisors
Florida
$242K – – –
WP
154
WealthPLAN Partners
Nebraska
$240K – – –
ATPW
155
Ashton Thomas Private Wealth
Arizona
$236K – – –
RHBC
156
R.H. Bluestein & Co
Michigan
$231K – – –
LA
157
LexAurum Advisors
Kansas
$229K +$5.32K +102 +2%
HL
158
HeadInvest LLC
Maine
$225K +$225K +4,307 New
NGA
159
Naples Global Advisors
Florida
$215K +$7.59K +145 +4%
Mirae Asset Global Investments
160
Mirae Asset Global Investments
South Korea
$214K – – –
AAS
161
Avantax Advisory Services
Texas
$207K -$218K -4,175 -51%
CPIA
162
Cornell Pochily Investment Advisors
New York
$200K +$200K +3,822 New
GWM
163
Geneos Wealth Management
Colorado
$180K +$14.6K +283 +9%
Citigroup
164
Citigroup
New York
$169K +$24.4K +467 +17%
AF
165
Allworth Financial
California
$150K +$8.07K +154 +6%
PA
166
Parallel Advisors
California
$143K -$25.1K -480 -15%
US Bancorp
167
US Bancorp
Minnesota
$125K +$125K +2,388 New
FCH
168
Freestone Capital Holdings
Washington
$123K +$123K +2,359 New
FCM
169
Firestone Capital Management
Florida
$107K – – –
AA
170
AlphaMark Advisors
Kentucky
$104K – – –
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$100K +$95.9K +1,830 +2,346%
BCM
172
Bourgeon Capital Management
Connecticut
$89K – – –
APA
173
American Portfolios Advisors
New York
$73.7K – – –
HS
174
Horan Securities
United States
$71K – – –
BEI
175
Benjamin Edwards Inc
Missouri
$64K -$10.4K -200 -14%
5 6
7
8 9