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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 %
SFA
251
Semmax Financial Advisors
North Carolina
$4.17M +$2.75M +50,176 +192%
RC
252
Roundview Capital
New Jersey
$4.15M +$4.15M +75,835 New
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$4.14M +$3.49M +63,754 +544%
SPIA
254
Steward Partners Investment Advisory
New York
$4.1M +$2.96M +54,104 +260%
CAM
255
Concorde Asset Management
Michigan
$4.08M +$3.43M +62,721 +527%
RCA
256
Rowland Carmichael Advisors
Arizona
$4.08M +$3.65M +66,716 +856%
FWC
257
First Washington Corp
Washington
$4M -$635K -11,600 -14%
AWM
258
Aries Wealth Management
Maine
$3.98M +$516K +9,436 +15%
TC
259
Telemus Capital
Michigan
$3.97M +$51.9K +948 +1%
MCP
260
Martin Capital Partners
Oregon
$3.9M +$153K +2,788 +4%
CCM
261
Covington Capital Management
California
$3.9M +$379K +6,935 +11%
AIA
262
Armor Investment Advisors
North Carolina
$3.88M +$11.5K +210 +0.3%
CPSC
263
Carl P. Sherr & Co
Massachusetts
$3.87M +$490K +8,951 +14%
SIA
264
Strategic Investment Advisors
Michigan
$3.81M +$1.2M +22,010 +46%
MAFM
265
Mid Atlantic Financial Management
Pennsylvania
$3.8M +$1.81M +32,995 +90%
HFA
266
High Falls Advisors
New York
$3.71M +$3.71M +67,734 New
ECM
267
Evergreen Capital Management
Washington
$3.67M
MM
268
Meridian Management
Arkansas
$3.61M
PA
269
Pinnacle Associates
New York
$3.59M -$121K -2,210 -3%
EH
270
Equitable Holdings
New York
$3.55M +$3.55M +64,932 New
CGI
271
Cougar Global Investments
Ontario, Canada
$3.54M +$3.54M +64,612 New
CWA
272
Core Wealth Advisors
Florida
$3.53M -$2.54M -46,466 -42%
CC
273
Courier Capital
New York
$3.5M +$411K +7,500 +13%
PT
274
Plimoth Trust
Massachusetts
$3.48M +$414K +7,560 +13%
SMG
275
Spectrum Management Group
Indiana
$3.47M +$3.47M +63,490 New