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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 %
AF
176
Allworth Financial
California
$184K +$35.8K +693 +24%
PA
177
Parallel Advisors
California
$142K – – –
FCM
178
Firestone Capital Management
Florida
$106K – – –
AA
179
AlphaMark Advisors
Kentucky
$104K – – –
BCM
180
Bourgeon Capital Management
Connecticut
$88K – – –
APA
181
American Portfolios Advisors
New York
$73.1K – – –
CB
182
Community Bank
New York
$72K +$29.2K +569 +68%
HS
183
Horan Securities
United States
$70K – – –
IA
184
IFP Advisors
Florida
$60K +$523 +10 +0.9%
NFG
185
Next Financial Group
Texas
$59K -$2.96K -57 -5%
VFA
186
Valeo Financial Advisors
Indiana
$56K – – –
IRC
187
Investors Research Corp
Georgia
$55K – – –
CFD
188
Creative Financial Designs
Indiana
$51K +$20.6K +399 +68%
CCMIC
189
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$43K – – –
TWA
190
TCI Wealth Advisors
Arizona
$39K +$12.7K +245 +48%
IF
191
Ironwood Financial
Arizona
$38K +$38K +725 New
AWA
192
Arkadios Wealth Advisors
Georgia
$35K +$19.6K +381 +127%
HDIM
193
Hanson & Doremus Investment Management
Vermont
$31K +$31K +605 New
EIP
194
Ellis Investment Partners
Pennsylvania
$29K -$926 -18 -3%
RWG
195
Regal Wealth Group
California
$29K +$102 +2 +0.4%
FGAM
196
Financial Gravity Asset Management
Texas
$28.1K +$155 +3 +0.6%
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$28K +$28K +547 New
JPLA
198
Joseph P. Lucia & Associates
New York
$24K +$4.6K +90 +24%
1IA
199
1834 Investment Advisors
Wisconsin
$21K – – –
CWA
200
Clearview Wealth Advisors
Oregon
$20K +$53 +1 +0.3%
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8
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