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iShares 1-5 Year Investment Grade Corporate Bond ETF

786 hedge funds and large institutions have $13.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 402 increasing their positions, 188 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+25
Holders Change %
+3.29%
% of All Funds
15.9%
Holding in Top 10
107
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.18%
% of All Funds
2.16%
New
73
Increased
402
Reduced
188
Closed
41
Calls
Puts
$6.7M
Net Calls
-$6.7M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
251
Csenge Advisory Group
Florida
$4.59M +$4.59M +83,729 New
PF
252
Phoenix Financial
Israel
$4.57M +$369K +7,137 +9%
CCM
253
Covington Capital Management
California
$4.56M +$647K +11,791 +17%
SFA
254
Semmax Financial Advisors
North Carolina
$4.54M +$354K +6,452 +8%
BWA
255
BDO Wealth Advisors
Florida
$4.53M +$11.3K +205 +0.2%
Lido Advisors
256
Lido Advisors
California
$4.53M +$4.53M +82,487 New
SB
257
Simmons Bank
Arkansas
$4.53M +$4.53M +82,442 New
CTA
258
Chesley Taft & Associates
Illinois
$4.52M -$184K -3,360 -4%
BSA
259
Bull Street Advisors
Georgia
$4.49M +$214K +3,895 +5%
SFG
260
Sage Financial Group
Pennsylvania
$4.47M -$1.19M -21,745 -21%
PFA
261
Pure Financial Advisors
California
$4.41M +$4.41M +80,313 New
RC
262
Roundview Capital
New Jersey
$4.38M +$216K +3,934 +5%
CPSC
263
Carl P. Sherr & Co
Massachusetts
$4.37M +$485K +8,830 +12%
MCIA
264
Mountain Capital Investment Advisors
Colorado
$4.37M +$3.26M +59,285 +294%
AWM
265
Aries Wealth Management
Maine
$4.34M +$343K +6,242 +9%
AIA
266
Armor Investment Advisors
North Carolina
$4.27M +$374K +6,808 +10%
RCA
267
Rowland Carmichael Advisors
Arizona
$4.26M +$172K +3,124 +4%
HAIM
268
Hunter Associates Investment Management
Pennsylvania
$4.26M
PG
269
Proffitt & Goodson
Tennessee
$4.26M -$271K -4,938 -6%
GIA
270
Granite Investment Advisors
New Hampshire
$4.25M +$1.09M +19,870 +35%
PT
271
Plimoth Trust
Massachusetts
$4.21M +$713K +12,985 +20%
CAM
272
Concorde Asset Management
Michigan
$4.16M +$59.3K +1,080 +1%
SFS
273
Sowell Financial Services
Arkansas
$4.15M -$577K -10,515 -12%
APW
274
Austin Private Wealth
Texas
$4.07M +$1.44M +26,168 +55%
FWC
275
First Washington Corp
Washington
$4.02M