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iShares 0-5 Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.06B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
Holders Change %
0%
% of All Funds
3.72%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
18
Increased
105
Reduced
57
Closed
15
Calls
$124K
Puts
$84K
Net Calls
+$40K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Shares
Change %
VA
151
Valmark Advisers
Ohio
$316K +$31.3K +604 +11%
IP
152
Intellectus Partners
California
$316K +$36.3K +700 +13%
SBIA
153
Sheaff Brock Investment Advisors
Indiana
$311K
RIG
154
Roosevelt Investment Group
New York
$306K -$17K -327 -5%
EIA
155
Eldridge Investment Advisors
New Hampshire
$304K
SIM
156
Stratos Investment Management
Ohio
$302K -$60.1K -1,160 -17%
Franklin Resources
157
Franklin Resources
California
$301K
CWS
158
Cypress Wealth Services
California
$275K +$275K +5,298 New
LA
159
LexAurum Advisors
Kansas
$270K +$2.65K +51 +1%
SIAM
160
Sterling Investment Advisors (Missouri)
Missouri
$267K +$1.04K +20 +0.4%
SS
161
Sunbelt Securities
Texas
$264K +$10.1K +195 +4%
TCWM
162
Total Clarity Wealth Management
Illinois
$262K -$83.1K -1,605 -24%
Bank of Nova Scotia
163
Bank of Nova Scotia
Ontario, Canada
$262K -$259 -5 -0.1%
BRWA
164
B. Riley Wealth Advisors
Florida
$260K -$223K -4,304 -46%
WWM
165
Wagner Wealth Management
South Carolina
$256K +$9.49K +183 +4%
BCA
166
Bray Capital Advisors
Florida
$238K -$3.01K -58 -1%
ATPW
167
Ashton Thomas Private Wealth
Arizona
$234K
HL
168
HeadInvest LLC
Maine
$231K -$1.04K -20 -0.4%
CWMU
169
Caliber Wealth Management (Utah)
Utah
$229K -$313K -6,047 -58%
KCM
170
Karp Capital Management
California
$220K -$304K -5,879 -58%
NGA
171
Naples Global Advisors
Florida
$219K +$6.36K +123 +3%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$214K +$17.5K +338 +9%
Citigroup
173
Citigroup
New York
$211K +$7.99K +154 +4%
AF
174
Allworth Financial
California
$184K
AWA
175
Arkadios Wealth Advisors
Georgia
$165K +$130K +2,519 +370%