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iShares 1-5 Year Investment Grade Corporate Bond ETF

887 hedge funds and large institutions have $16.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 384 increasing their positions, 237 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+101
Holders Change %
+12.85%
% of All Funds
15.74%
Holding in Top 10
114
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.54%
% of All Funds
2.02%
New
145
Increased
384
Reduced
237
Closed
29
Calls
Puts
$778K
Net Calls
-$778K
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$5.34M +$211K +3,819 +4%
EH
252
Equitable Holdings
New York
$5.33M +$680K +12,324 +15%
BFEC
253
Benjamin F. Edwards & Company
Missouri
$5.28M -$2.58M -46,702 -33%
SFG
254
Sovereign Financial Group
Connecticut
$5.24M +$5.24M +94,956 New
CAAS
255
Capital Asset Advisory Services
Michigan
$5.15M -$267K -4,848 -5%
SFA
256
Semmax Financial Advisors
North Carolina
$5.13M +$563K +10,213 +12%
RA
257
RFG Advisory
Alabama
$5.13M -$3.19M -57,897 -38%
FMN
258
Financial Management Network
California
$5.1M +$5.1M +92,610 New
OAP
259
One Advisory Partners
Kansas
$5.1M +$125K +2,270 +3%
DSC
260
Duncker Streett & Co
Missouri
$5.04M +$14.9K +270 +0.3%
B
261
Bellecapital
Switzerland
$5.01M +$2.45M +44,418 +96%
MAFM
262
Mid Atlantic Financial Management
Pennsylvania
$5M +$238K +4,319 +5%
CCWA
263
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.98M -$1.2M -21,807 -19%
CPSC
264
Carl P. Sherr & Co
Massachusetts
$4.96M +$568K +10,286 +13%
EDRIA
265
Edmonds Duncan Registered Investment Advisors
Kansas
$4.94M -$3.59M -63,799 -42%
WCM
266
Wunderlich Capital Managemnt
Tennessee
$4.89M +$65.2K +1,182 +1%
CCM
267
Covington Capital Management
California
$4.87M +$292K +5,293 +6%
BWP
268
Bernardo Wealth Planning
Pennsylvania
$4.86M +$1.48M +26,908 +44%
GCA
269
Greenwood Capital Associates
South Carolina
$4.81M -$5.62M -101,957 -54%
SIA
270
SeaBridge Investment Advisors
New Jersey
$4.76M -$552 -10 -0%
CTA
271
Chesley Taft & Associates
Illinois
$4.76M +$224K +4,065 +5%
PT
272
Plimoth Trust
Massachusetts
$4.76M +$534K +9,675 +13%
GIA
273
Granite Investment Advisors
New Hampshire
$4.75M +$488K +8,836 +11%
AWM
274
Aries Wealth Management
Maine
$4.75M +$399K +7,235 +9%
PWPCM
275
Perella Weinberg Partners Capital Management
New York
$4.75M -$1.33M -24,033 -22%