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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 %
Fidelity Investments
201
Fidelity Investments
Massachusetts
$17K -$6.91K -135 -29%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$17K – – –
GEA
203
Glen Eagle Advisors
New Jersey
$14.5K +$14.5K +280 New
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$13K +$13K +252 New
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$11K – – –
SFS
206
Sowell Financial Services
Arkansas
$10K – – –
PP
207
PrairieView Partners
Minnesota
$10K – – –
CIAS
208
Capital Investment Advisory Services
North Carolina
$9K – – –
PCA
209
Providence Capital Advisors
North Carolina
$7K +$2.25K +45 +47%
SPIA
210
Steward Partners Investment Advisory
New York
$6.06K +$984 +19 +19%
William Blair & Company
211
William Blair & Company
Illinois
$3K – – –
TAM
212
Tucker Asset Management
Colorado
$2.43K -$155 -3 -6%
MIH
213
Meitav Investment House
Israel
$623 +$37 +716 +6%
CS
214
Credit Suisse
Switzerland
– -$11.6M -222,022 Closed
SS
215
Simplicity Solutions
Minnesota
– -$3.97M -75,993 Closed
AFAS
216
Acorn Financial Advisory Services
Virginia
– -$2.23M -42,726 Closed
ICM
217
Intrepid Capital Management
Florida
– -$828K -15,849 Closed
ACM
218
Advisors Capital Management
New Jersey
– -$650K -12,458 Closed
DIA
219
Dana Investment Advisors
Wisconsin
– -$647K -12,390 Closed
DC
220
Davenport & Co
Virginia
– -$529K -10,137 Closed
AWA
221
ARQ Wealth Advisors
Arizona
– -$355K -6,791 Closed
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
– -$303K -5,800 Closed
BCA
223
Bay Colony Advisors
Massachusetts
– -$267K -5,105 Closed
CAM
224
Concorde Asset Management
Michigan
– -$262K -5,008 Closed
WP
225
WealthPLAN Partners
Nebraska
– -$240K -4,610 Closed
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