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iShares 1-5 Year Investment Grade Corporate Bond ETF

660 hedge funds and large institutions have $8.24B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
14.58%
Holding in Top 10
84
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.53%
% of All Funds
1.86%
New
84
Increased
226
Reduced
255
Closed
73
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
251
BTC Capital Management
Iowa
$2.5M
SIA
252
Strategic Investment Advisors
Michigan
$2.5M +$92.5K +1,767 +4%
SFS
253
Sowell Financial Services
Arkansas
$2.45M +$555K +10,605 +29%
TC
254
TAP Consulting
Missouri
$2.44M +$157K +2,996 +7%
SIC
255
Shoker Investment Counsel
Ohio
$2.41M -$2M -38,195 -45%
SBH
256
Segall Bryant & Hamill
Illinois
$2.29M -$520K -9,929 -19%
CCM
257
Coe Capital Management
Illinois
$2.28M +$154K +2,942 +7%
B
258
Bailard
California
$2.23M -$6M -114,699 -73%
WBG
259
Wharton Business Group
Pennsylvania
$2.21M +$2.21M +42,285 New
ADBIC
260
A.D. Beadell Investment Counsel
Wisconsin
$2.21M -$276K -5,270 -11%
IWM
261
IHT Wealth Management
Illinois
$2.19M -$72.9K -1,392 -3%
TF
262
TimeScale Financial
Massachusetts
$2.18M -$19.8M -378,383 -90%
S
263
Surevest
California
$2.17M +$1.92M +36,570 +748%
SAM
264
SP Asset Management
California
$2.14M +$261K +4,986 +14%
WTC
265
WhitTier Trust Company
Nevada
$2.12M -$74.4K -1,422 -3%
AAIM
266
Asset Advisors Investment Management
Georgia
$2.07M +$124K +2,375 +6%
FBA
267
Front Barnett Associates
Illinois
$2.07M -$12.6K -241 -0.6%
1IA
268
1834 Investment Advisors
Wisconsin
$2.05M -$41.7K -797 -2%
SCA
269
STALEY CAPITAL ADVISERS
Pennsylvania
$2.02M -$8.69K -166 -0.4%
GCA
270
Gradient Capital Advisors
California
$2M -$395K -7,547 -17%
FNBT
271
FineMark National Bank & Trust
Florida
$2M -$52.4K -1,000 -3%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$2M +$673K +12,844 +51%
AF
273
Arrow Financial
New York
$1.99M -$103K -1,975 -5%
JWS
274
Juncture Wealth Strategies
Arizona
$1.99M +$154K +2,937 +8%
PFO
275
Pathstone Family Office
New Jersey
$1.96M +$1.96M +37,334 New