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

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

Top Buyers

1
DWP
Destiny Wealth Partners
Florida
$25.8M
2
Jane Street
Jane Street
New York
$13.1M
3
MWM
Moulton Wealth Management
Washington
$8M
4
UBS Group
UBS Group
Switzerland
$37.7M
5
WIA
World Investment Advisors
California
$33.5M

Top Sellers

1
SRC
Shufro Rose & Co
New York
$1.27M
2
CS
Credit Suisse
Switzerland
$0
3
BS
Banco Santander
Spain
$6.98M
4
MWM
Mattern Wealth Management
Kansas
$1.11M
5
First Trust Advisors
First Trust Advisors
Illinois
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
SeaCrest Wealth Management
New York
$318K -$25.9K -500 -8%
LWM
152
Laidlaw Wealth Management
New York
$317K +$317K +6,119 New
SBIA
153
Sheaff Brock Investment Advisors
Indiana
$311K – – –
RWP
154
Ridgecrest Wealth Partners
California
$308K +$308K +5,947 New
EIA
155
Eldridge Investment Advisors
New Hampshire
$304K – – –
Franklin Resources
156
Franklin Resources
California
$301K -$5.18K -100 -2%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$287K +$45.6K +881 +19%
VA
158
Valmark Advisers
Ohio
$284K +$284K +5,490 New
IP
159
Intellectus Partners
California
$279K -$103K -2,000 -27%
PFP
160
Pinnacle Financial Partners
Tennessee
$269K +$269K +5,184 New
LA
161
LexAurum Advisors
Kansas
$267K +$39.7K +766 +17%
SIAM
162
Sterling Investment Advisors (Missouri)
Missouri
$265K +$827 +16 +0.3%
Bank of Nova Scotia
163
Bank of Nova Scotia
Ontario, Canada
$262K +$6.16K +119 +2%
SS
164
Sunbelt Securities
Texas
$254K +$254K +4,909 New
WWM
165
Wagner Wealth Management
South Carolina
$246K +$246K +4,756 New
SC
166
Scotia Capital
Ontario, Canada
$241K +$241K +4,662 New
BCA
167
Bray Capital Advisors
Florida
$240K – – –
ATPW
168
Ashton Thomas Private Wealth
Arizona
$234K – – –
HL
169
HeadInvest LLC
Maine
$231K +$8.87K +172 +4%
RHBC
170
R.H. Bluestein & Co
Michigan
$229K – – –
LNC
171
Lincoln National Corp
Pennsylvania
$222K -$23.5K -454 -10%
NGA
172
Naples Global Advisors
Florida
$213K – – –
Citigroup
173
Citigroup
New York
$203K +$35K +674 +21%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$196K +$97.3K +1,881 +99%
GWM
175
Geneos Wealth Management
Colorado
$186K +$5.18K +100 +3%
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