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iShares 1-5 Year Investment Grade Corporate Bond ETF

761 hedge funds and large institutions have $12B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 324 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+101
Holders Change %
+15.3%
% of All Funds
15.64%
Holding in Top 10
98
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+16.67%
% of All Funds
2.01%
New
145
Increased
324
Reduced
175
Closed
39
Calls
$492K
Puts
$202K
Net Calls
+$290K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
301
D.A. Davidson & Co
Montana
$2.86M -$17K -310 -0.6%
LG
302
LaFleur & Godfrey
Michigan
$2.79M +$20K +365 +0.7%
BHWM
303
Bay Harbor Wealth Management
Maryland
$2.78M +$2.26M +41,370 +438%
KCM
304
Kanawha Capital Management
Virginia
$2.68M -$174K -3,185 -6%
LWM
305
Liberty Wealth Management
California
$2.68M +$2.66M +48,580 +11,117%
FBA
306
Front Barnett Associates
Illinois
$2.66M +$498K +9,100 +23%
SXL
307
Summit X LLC
Missouri
$2.65M +$2.65M +48,475 New
AO
308
Advisor OS
Illinois
$2.64M +$2.64M +48,270 New
CAG
309
Crestwood Advisors Group
Massachusetts
$2.63M -$10.8M -197,253 -80%
APW
310
Austin Private Wealth
Texas
$2.62M +$2.62M +47,899 New
AIFAIM
311
American Institute for Advanced Investment Management
Arizona
$2.62M -$73.3K -1,340 -3%
TC
312
TAP Consulting
Missouri
$2.56M +$16.7K +305 +0.7%
PSUF
313
People's United Financial
Connecticut
$2.56M -$179K -3,270 -7%
GCA
314
Gradient Capital Advisors
California
$2.55M +$468K +8,554 +22%
CCA
315
Catalyst Capital Advisors
New York
$2.55M +$1.07M +19,510 +72%
PP
316
Prudential plc
United Kingdom
$2.46M +$2.46M +45,000 New
ECA
317
Elevated Capital Advisors
Utah
$2.45M +$2.45M +44,506 New
Bessemer Group
318
Bessemer Group
New Jersey
$2.44M -$483K -8,832 -17%
S
319
Surevest
California
$2.42M +$154K +2,820 +7%
FCM
320
Fortis Capital Management
Washington
$2.42M +$766K +14,009 +46%
BWP
321
Bernardo Wealth Planning
Pennsylvania
$2.42M +$2.42M +44,188 New
AFAS
322
Acorn Financial Advisory Services
Virginia
$2.34M +$362K +6,632 +18%
I
323
INVST
Indiana
$2.33M +$2.33M +42,676 New
AF
324
Advisornet Financial
Minnesota
$2.3M +$2.13M +38,967 +1,245%
AAIM
325
Asset Advisors Investment Management
Georgia
$2.28M +$115K +2,100 +5%