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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
+$22.4M
2
WIA
World Investment Advisors
California
+$13.1M
3
SRC
Shufro Rose & Co
New York
+$9.07M
4
Morgan Stanley
Morgan Stanley
New York
+$8.66M
5
FMII
Farmers & Merchants Investments Inc
Nebraska
+$8.6M

Top Sellers

1
SSWG
Seven Springs Wealth Group
Tennessee
-$22.8M
2
DFG
Demars Financial Group
Washington
-$10.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.07M
4
LB
Leo Brokerage
Texas
-$5.61M
5
BlackRock
BlackRock
New York
-$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
176
Next Financial Group
Texas
$62K -$11.8K -228 -16%
IA
177
IFP Advisors
Florida
$60K +$6.6K +125 +12%
VFA
178
Valeo Financial Advisors
Indiana
$57K – – –
IRC
179
Investors Research Corp
Georgia
$55K +$18.7K +359 +52%
CB
180
Community Bank
New York
$44K – – –
CCMIC
181
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$43K – – –
FA
182
Faithward Advisors
Pennsylvania
$40K – – –
CPFP
183
Clear Perspectives Financial Planning
Ohio
$37K +$37K +700 New
CFD
184
Creative Financial Designs
Indiana
$31K +$4.68K +89 +18%
EIP
185
Ellis Investment Partners
Pennsylvania
$30K +$103 +2 +0.3%
RWG
186
Regal Wealth Group
California
$30K +$212 +4 +0.7%
FGAM
187
Financial Gravity Asset Management
Texas
$28K +$28K +541 New
TWA
188
TCI Wealth Advisors
Arizona
$26K +$5.14K +100 +25%
VCG
189
Vantage Consulting Group
Virginia
$25K +$25K +489 New
Fidelity Investments
190
Fidelity Investments
Massachusetts
$24K -$5.35K -104 -18%
1IA
191
1834 Investment Advisors
Wisconsin
$21K – – –
CWA
192
Clearview Wealth Advisors
Oregon
$20K +$20K +377 New
JPLA
193
Joseph P. Lucia & Associates
New York
$20K +$20K +380 New
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$17K -$28.2K -530 -62%
AWA
195
Arkadios Wealth Advisors
Georgia
$15K +$15K +300 New
MIFH
196
Migdal Insurance & Financial Holdings
Israel
$11K – – –
SFS
197
Sowell Financial Services
Arkansas
$10K – – –
PP
198
PrairieView Partners
Minnesota
$10K – – –
CIAS
199
Capital Investment Advisory Services
North Carolina
$9K +$9K +175 New
SSWG
200
Seven Springs Wealth Group
Tennessee
$8K -$22.8M -413,698 -100%
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