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iShares 1-5 Year Investment Grade Corporate Bond ETF

761 hedge funds and large institutions have $12B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 324 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+101
Holders Change %
+15.3%
% of All Funds
15.64%
Holding in Top 10
98
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+16.67%
% of All Funds
2.01%
New
145
Increased
324
Reduced
175
Closed
39
Calls
$492K
Puts
$202K
Net Calls
+$290K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
AW
226
ACG Wealth
Georgia
$5.06M +$3.48M +63,535 +219%
NA
227
NextCapital Advisers
Illinois
$5.05M +$984K +17,983 +24%
DSC
228
Duncker Streett & Co
Missouri
$4.98M -$58.2K -1,063 -1%
CWS
229
Cypress Wealth Services
California
$4.98M +$4.3M +78,591 +634%
PP
230
PDS Planning
Ohio
$4.96M -$266K -4,862 -5%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$4.95M +$3.31M +60,513 +203%
SGAM
232
Stephens Group Asset Management
Arkansas
$4.86M +$1.37M +25,054 +39%
OAP
233
One Advisory Partners
Kansas
$4.84M +$4.84M +88,466 New
BUB
234
BBVA USA Bancshares
Texas
$4.82M -$283K -5,170 -6%
Renaissance Technologies
235
Renaissance Technologies
New York
$4.81M -$1.26M -23,100 -21%
CIAS
236
Capital Investment Advisory Services
North Carolina
$4.75M +$4.72M +86,312 +17,907%
SFS
237
Sowell Financial Services
Arkansas
$4.71M +$2.15M +39,221 +84%
SIA
238
SeaBridge Investment Advisors
New Jersey
$4.69M +$15.3K +280 +0.3%
CTA
239
Chesley Taft & Associates
Illinois
$4.68M +$389K +7,110 +9%
PIMG
240
Patriot Investment Management Group
Tennessee
$4.67M -$198K -3,627 -4%
BCA
241
Bray Capital Advisors
Florida
$4.66M +$151K +2,765 +3%
PG
242
Proffitt & Goodson
Tennessee
$4.51M +$10.1K +184 +0.2%
WCM
243
Wunderlich Capital Managemnt
Tennessee
$4.51M +$5.31K +97 +0.1%
BWA
244
BDO Wealth Advisors
Florida
$4.51M -$141K -2,575 -3%
LOPW
245
Live Oak Private Wealth
North Carolina
$4.37M +$4.37M +79,938 New
IWP
246
Icon Wealth Partners
Texas
$4.36M +$4.36M +79,743 New
BSA
247
Bull Street Advisors
Georgia
$4.26M +$840K +15,360 +25%
HAIM
248
Hunter Associates Investment Management
Pennsylvania
$4.25M +$4.25M +77,594 New
SMG
249
Smart Money Group
Texas
$4.24M +$4.24M +77,521 New
PF
250
Phoenix Financial
Israel
$4.22M +$723K +13,902 +21%