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iShares 5-10 Year Investment Grade Corporate Bond ETF

381 hedge funds and large institutions have $4.16B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 92 increasing their positions, 164 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

9% more funds holding

Funds holding: 349381 (+32)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

3.44% more ownership

Funds ownership: 78.96%82.4% (+3.4%)

23% less capital invested

Capital invested by funds: $5.37B → $4.16B (-$1.22B)

44% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 164

Holders
381
Holders Change
+32
Holders Change %
+9.17%
% of All Funds
8.49%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.67%
New
69
Increased
92
Reduced
164
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$645M +$101M +1,936,588 +19%
UCFA
2
United Capital Financial Advisors
Texas
$288M -$10.9M -209,199 -4%
BlackRock
3
BlackRock
New York
$200M -$11.9M -227,196 -6%
MMI
4
Matson Money Inc
Ohio
$172M -$6.54K -125 -0%
UBS Group
5
UBS Group
Switzerland
$166M -$6.96M -133,100 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$151M -$18.2M -348,673 -11%
Wells Fargo
7
Wells Fargo
California
$146M -$9.83M -187,997 -6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$143M -$5.05M -96,530 -3%
AC
9
Allstate Corporation
Illinois
$122M +$28.7M +548,938 +31%
Bank of America
10
Bank of America
North Carolina
$119M -$10.5M -200,449 -8%
Morgan Stanley
11
Morgan Stanley
New York
$108M -$42.8M -818,867 -28%
Ameriprise
12
Ameriprise
Minnesota
$106M -$6.01M -114,898 -5%
KeyBank National Association
13
KeyBank National Association
Ohio
$91.2M -$6.35M -121,377 -7%
AssetMark Inc
14
AssetMark Inc
California
$89.5M +$22.1M +421,877 +33%
LPL Financial
15
LPL Financial
California
$86.7M +$5.79M +110,712 +7%
Stifel Financial
16
Stifel Financial
Missouri
$79M -$1.68M -32,046 -2%
Franklin Resources
17
Franklin Resources
California
$75.8M -$8.68M -165,838 -10%
Goldman Sachs
18
Goldman Sachs
New York
$72.5M -$726K -13,869 -1%
AIMU
19
Allianz Investment Management US
Minnesota
$61.1M
AG
20
Advisor Group
Arizona
$56.6M +$24.1M +459,955 +74%
CWM
21
Campbell Wealth Management
Virginia
$38.4M +$38.4M +733,215 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$35M +$1.27M +24,306 +4%
HTC
23
Haverford Trust Company
Pennsylvania
$34.5M -$283K -5,416 -0.8%
US Bancorp
24
US Bancorp
Minnesota
$31.8M -$7.23M -138,260 -19%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30M +$24.8M +473,753 +485%