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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
$25.2M
2
WIA
World Investment Advisors
California
$26.7M
3
SRC
Shufro Rose & Co
New York
$21.6M
4
Morgan Stanley
Morgan Stanley
New York
$116M
5
FMII
Farmers & Merchants Investments Inc
Nebraska
$32.1M

Top Sellers

1
SSWG
Seven Springs Wealth Group
Tennessee
$8K
2
DFG
Demars Financial Group
Washington
$1.04M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.6M
4
LB
Leo Brokerage
Texas
$1.06M
5
BlackRock
BlackRock
New York
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$116M +$8.66M +165,745 +8%
BlackRock
2
BlackRock
New York
$45.5M -$5.31M -101,610 -10%
MLIC
3
Mandatum Life Insurance Company
Finland
$45.2M +$48K +919 +0.1%
FRBONY
4
Federal Reserve Bank of New York
New York
$44M +$44M +841,975 New
Bank of America
5
Bank of America
North Carolina
$41.6M +$3.34M +63,955 +9%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$32.1M +$8.6M +164,646 +37%
UBS Group
7
UBS Group
Switzerland
$30.3M +$3.86M +73,943 +15%
First Trust Advisors
8
First Trust Advisors
Illinois
$29.1M +$2.51M +48,122 +9%
TIA
9
Traphagen Investment Advisors
New Jersey
$28.3M +$2.38M +23,582 +9%
WIA
10
World Investment Advisors
California
$26.7M +$13.1M +250,483 +95%
HighTower Advisors
11
HighTower Advisors
Illinois
$25.2M +$22.4M +429,721 +820%
TF
12
TIAA FSB
Florida
$23.8M +$3.5M +67,104 +17%
SRC
13
Shufro Rose & Co
New York
$21.6M +$9.07M +173,612 +72%
Ameriprise
14
Ameriprise
Minnesota
$21.3M +$4.64M +88,904 +28%
LPL Financial
15
LPL Financial
California
$20.6M +$5.95M +113,990 +41%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.6M +$2.32M +44,485 +16%
BS
17
Banco Santander
Spain
$16.4M -$520K -9,960 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$13.3M +$2.76M +52,820 +26%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$12.8M -$1.06M -20,206 -8%
BBHBI
20
B, B, H, & B Inc
Alabama
$12.6M +$12.6M +242,131 New
Wells Fargo
21
Wells Fargo
California
$12.5M -$1.24M -23,739 -9%
CS
22
Credit Suisse
Switzerland
$11.6M +$369K +7,070 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$10.4M -$144K -2,754 -1%
MWM
24
Mattern Wealth Management
Kansas
$10.2M +$5.33M +102,058 +110%
CNB
25
Camden National Bank
Maine
$9.98M +$1.94M +37,182 +24%
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