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iShares 5-10 Year Investment Grade Corporate Bond ETF

409 hedge funds and large institutions have $5.21B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

45% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 116

14% more capital invested

Capital invested by funds: $4.56B → $5.21B (+$654M)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

4% more funds holding

Funds holding: 395409 (+14)

2.49% less ownership

Funds ownership: 84.36%81.87% (-2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $228K

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
8.88%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
52
Increased
168
Reduced
116
Closed
32
Calls
Puts
$228K
Net Calls
-$228K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$792M +$49.5M +892,203 +7%
UCFA
2
United Capital Financial Advisors
Texas
$345M +$11M +198,475 +3%
AC
3
Allstate Corporation
Illinois
$339M +$173M +3,125,957 +111%
UBS Group
4
UBS Group
Switzerland
$230M +$11M +198,622 +5%
BlackRock
5
BlackRock
New York
$215M +$4.34M +78,200 +2%
Wells Fargo
6
Wells Fargo
California
$185M +$21.1M +381,184 +13%
MMI
7
Matson Money Inc
Ohio
$168M -$8.5M -153,141 -5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$165M +$5.52M +99,462 +4%
Ameriprise
9
Ameriprise
Minnesota
$152M +$42.8M +771,812 +41%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$147M -$17.7M -319,157 -11%
Bank of America
11
Bank of America
North Carolina
$144M +$3.2M +57,664 +2%
Morgan Stanley
12
Morgan Stanley
New York
$138M -$2.64M -47,524 -2%
LPL Financial
13
LPL Financial
California
$114M +$14M +252,065 +14%
Franklin Resources
14
Franklin Resources
California
$97.6M +$1.75M +31,608 +2%
KeyBank National Association
15
KeyBank National Association
Ohio
$87.7M -$9.43M -169,898 -10%
Stifel Financial
16
Stifel Financial
Missouri
$82.1M -$6.25M -112,689 -7%
LMGAM
17
Liberty Mutual Group Asset Management
Massachusetts
$75.2M +$33.8M +610,000 +86%
AIMU
18
Allianz Investment Management US
Minnesota
$70.7M +$4.2M +75,612 +6%
Goldman Sachs
19
Goldman Sachs
New York
$68.3M +$3.3M +59,461 +5%
AG
20
Advisor Group
Arizona
$66M +$3.52M +63,371 +6%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.6M +$6.78M +122,163 +17%
AssetMark Inc
22
AssetMark Inc
California
$46.7M +$4.58M +82,588 +11%
Jane Street
23
Jane Street
New York
$42.9M +$41.8M +752,779 New
JP Morgan Chase
24
JP Morgan Chase
New York
$42.1M +$13.4M +240,841 +48%
RJA
25
Raymond James & Associates
Florida
$39M +$10.5M +189,608 +38%