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iShares 1-5 Year Investment Grade Corporate Bond ETF

551 hedge funds and large institutions have $7.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-14
Holders Change %
-2.48%
% of All Funds
12.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.4%
New
43
Increased
149
Reduced
263
Closed
52
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
301
Dana Investment Advisors
Wisconsin
$804K +$28.5K +550 +4%
DBRC
302
D.B. Root & Company
Pennsylvania
$756K +$756K +14,584 New
BFA
303
Bragg Financial Advisors
North Carolina
$755K -$119K -2,290 -14%
CC
304
Cognios Capital
Kansas
$753K -$124K -2,394 -14%
CWM
305
Chesapeake Wealth Management
Virginia
$753K -$78.9K -1,522 -9%
CBNLCF
306
Cognios Beta Neutral Large Cap Fund
Kansas
$753K +$753K +14,542 New
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$749K +$747K +14,398 +31,300%
SCA
308
Snowden Capital Advisors
New York
$739K +$38.6K +744 +6%
BCM
309
Boltwood Capital Management
California
$738K -$7.26K -140 -1%
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$736K
CB
311
Community Bank
New York
$722K -$128K -2,476 -15%
RCA
312
Rowland Carmichael Advisors
Arizona
$720K -$290K -5,586 -29%
SJIC
313
St. James Investment Company
Texas
$705K -$400K -7,710 -36%
FPFS
314
First Personal Financial Services
North Carolina
$700K -$18.1K -350 -3%
TSS
315
Two Sigma Securities
New York
$697K -$1.45M -28,056 -68%
AC
316
Alexandria Capital
Virginia
$697K -$392K -7,572 -36%
CNB
317
Camden National Bank
Maine
$688K +$688K +13,268 New
CAM
318
Concorde Asset Management
Michigan
$678K -$25.2K -486 -4%
DP
319
Dearborn Partners
Illinois
$672K +$57K +1,100 +9%
AA
320
Ancora Advisors
Ohio
$652K
CWM
321
Cabot Wealth Management
Massachusetts
$639K -$156K -3,018 -20%
NPP
322
New Potomac Partners
Maryland
$633K -$73.7K -1,420 -10%
FG
323
Fiduciary Group
Georgia
$632K -$78.4K -1,510 -11%
FIM
324
Freedom Investment Management
Connecticut
$626K -$1.22M -23,556 -66%
LFG
325
LifePlan Financial Group
Ohio
$621K -$48.9K -944 -7%