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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 %
AWA
276
Arkadios Wealth Advisors
Georgia
$4.74M +$4.63M +83,962 +4,118%
SMG
277
Spectrum Management Group
Indiana
$4.68M +$909K +16,473 +24%
CWM
278
Concentric Wealth Management
California
$4.67M +$2.24M +40,650 +92%
RC
279
Roundview Capital
New Jersey
$4.66M +$256K +4,639 +6%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$4.65M +$1.95M +35,383 +72%
CWA
281
Centennial Wealth Advisory
Michigan
$4.65M +$4.65M +84,200 New
CAM
282
Concorde Asset Management
Michigan
$4.64M +$464K +8,414 +11%
BSA
283
Bull Street Advisors
Georgia
$4.62M +$102K +1,850 +2%
SB
284
Simmons Bank
Arkansas
$4.58M +$31.3K +568 +0.7%
TIAM2
285
Tru Independence Asset Management 2
Oregon
$4.57M +$4.57M +82,906 New
AIA
286
Armor Investment Advisors
North Carolina
$4.53M +$237K +4,287 +6%
BWA
287
BDO Wealth Advisors
Florida
$4.49M -$64.1K -1,162 -1%
MCP
288
Martin Capital Partners
Oregon
$4.48M +$514K +9,313 +13%
IA
289
IFS Advisors
Kansas
$4.43M +$4.43M +80,281 New
APW
290
Austin Private Wealth
Texas
$4.39M +$306K +5,551 +7%
MCWS
291
McKinley Carter Wealth Services
West Virginia
$4.3M +$4.3M +77,867 New
HAIM
292
Hunter Associates Investment Management
Pennsylvania
$4.3M +$14.6K +265 +0.3%
PG
293
Proffitt & Goodson
Tennessee
$4.26M -$24.7K -448 -0.6%
SFG
294
Sage Financial Group
Pennsylvania
$4.22M -$271K -4,920 -6%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$4.21M +$2.53M +45,938 +151%
MA
296
Mutual Advisors
Nebraska
$4.13M +$417K +7,555 +11%
Lido Advisors
297
Lido Advisors
California
$4.11M -$440K -7,969 -10%
FWC
298
First Washington Corp
Washington
$4.01M -$27.6K -500 -0.7%
SWP
299
Stratos Wealth Partners
Ohio
$3.98M +$2.77M +50,236 +230%
SPAS
300
Spectrum Planning & Advisory Services
California
$3.93M +$3.93M +71,286 New