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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 %
AR
276
Advisory Research
Illinois
$4M +$749K +13,640 +23%
MCP
277
Martin Capital Partners
Oregon
$3.95M +$29.4K +535 +0.7%
Neuberger Berman Group
278
Neuberger Berman Group
New York
$3.8M +$2.69M +48,983 +243%
DT
279
Daniels + Tansey
Delaware
$3.79M +$3.79M +68,945 New
PWA
280
Physician Wealth Advisors
Utah
$3.77M +$368K +6,720 +11%
CIAS
281
Capital Investment Advisory Services
North Carolina
$3.77M -$993K -18,089 -21%
SMG
282
Spectrum Management Group
Indiana
$3.75M +$266K +4,852 +8%
CS
283
Credit Suisse
Switzerland
$3.75M +$3.75M +68,300 New
CGI
284
Cougar Global Investments
Ontario, Canada
$3.71M +$159K +2,891 +4%
BEI
285
Benjamin Edwards Inc
Missouri
$3.7M +$800K +14,570 +28%
MA
286
Mutual Advisors
Nebraska
$3.69M +$471K +8,572 +15%
ECM
287
Evergreen Capital Management
Washington
$3.68M +$2.75K +50 +0.1%
MM
288
Meridian Management
Arkansas
$3.63M
PA
289
Pinnacle Associates
New York
$3.51M -$85.7K -1,560 -2%
CIM
290
Confluence Investment Management
Missouri
$3.47M +$3.47M +63,134 New
Bank Julius Baer & Co
291
Bank Julius Baer & Co
Switzerland
$3.45M +$3.2M +58,352 +1,318%
AAS
292
Avantax Advisory Services
Texas
$3.41M +$2.66M +48,512 +356%
CMP
293
Courage Miller Partners
Virginia
$3.41M
CIBC World Market
294
CIBC World Market
Ontario, Canada
$3.37M +$106K +1,927 +3%
BWP
295
Bernardo Wealth Planning
Pennsylvania
$3.36M +$937K +17,063 +39%
CC
296
Courier Capital
New York
$3.35M -$159K -2,888 -5%
LG
297
LaFleur & Godfrey
Michigan
$3.33M +$531K +9,675 +19%
LWM
298
Liberty Wealth Management
California
$3.33M +$637K +11,606 +24%
BHWM
299
Bay Harbor Wealth Management
Maryland
$3.29M +$502K +9,143 +18%
FBA
300
Front Barnett Associates
Illinois
$3.28M +$615K +11,195 +23%