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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $4.56B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

10% more capital invested

Capital invested by funds: $4.16B → $4.56B (+$401M)

4% more funds holding

Funds holding: 381395 (+14)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1.96% more ownership

Funds ownership: 82.4%84.36% (+2%)

7% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 129

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $331K

Holders
395
Holders Change
+14
Holders Change %
+3.67%
% of All Funds
8.55%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.67%
New
59
Increased
138
Reduced
129
Closed
42
Calls
Puts
$331K
Net Calls
-$331K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$718M +$38.8M +721,008 +6%
UCFA
2
United Capital Financial Advisors
Texas
$324M +$20M +372,264 +7%
UBS Group
3
UBS Group
Switzerland
$212M +$36.1M +671,839 +21%
BlackRock
4
BlackRock
New York
$204M -$5.77M -107,309 -3%
MMI
5
Matson Money Inc
Ohio
$171M -$9.67M -179,976 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$160M +$1.65M +30,664 +1%
Wells Fargo
7
Wells Fargo
California
$158M +$4.06M +75,603 +3%
AC
8
Allstate Corporation
Illinois
$156M +$27M +501,817 +22%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$154M +$3.96M +73,590 +3%
Morgan Stanley
10
Morgan Stanley
New York
$137M +$22.5M +419,407 +20%
Bank of America
11
Bank of America
North Carolina
$136M +$10.4M +193,072 +9%
Ameriprise
12
Ameriprise
Minnesota
$105M -$6.44M -119,752 -6%
LPL Financial
13
LPL Financial
California
$96.9M +$5.48M +102,012 +6%
KeyBank National Association
14
KeyBank National Association
Ohio
$94.3M -$1.64M -30,483 -2%
Franklin Resources
15
Franklin Resources
California
$92.7M +$12.7M +236,848 +16%
Stifel Financial
16
Stifel Financial
Missouri
$85.6M +$2.5M +46,584 +3%
AIMU
17
Allianz Investment Management US
Minnesota
$64.3M
Goldman Sachs
18
Goldman Sachs
New York
$62.8M -$13.1M -244,067 -18%
AG
19
Advisor Group
Arizona
$60.4M +$880K +16,366 +2%
PAS
20
Park Avenue Securities
New York
$43.1M +$42.3M +787,641 New
AssetMark Inc
21
AssetMark Inc
California
$40.6M -$52.2M -970,540 -57%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.4M +$7.67M +142,591 +25%
LMGAM
23
Liberty Mutual Group Asset Management
Massachusetts
$39.1M +$38.2M +710,000 New
HTC
24
Haverford Trust Company
Pennsylvania
$36.6M +$295K +5,493 +0.8%
CWM
25
Campbell Wealth Management
Virginia
$33.3M -$6.98M -129,756 -18%