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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 %
SPC
326
Sigma Planning Corp
Michigan
$2.63M +$585K +10,657 +29%
WP
327
WealthShield Partners
North Carolina
$2.61M +$678K +12,344 +35%
TC
328
TAP Consulting
Missouri
$2.59M +$13.5K +245 +0.5%
GCA
329
Gradient Capital Advisors
California
$2.59M +$24.4K +445 +1%
FCM
330
Fortis Capital Management
Washington
$2.57M +$139K +2,536 +6%
B
331
Bellecapital
Switzerland
$2.55M +$909K +16,561 +56%
KPWS
332
Kestra Private Wealth Services
Texas
$2.55M +$2.55M +46,392 New
JWCA
333
J.W. Cole Advisors
Florida
$2.53M +$284K +5,163 +13%
MCM
334
Mattern Capital Management
Colorado
$2.53M +$2.04M +37,189 +417%
AIFAIM
335
American Institute for Advanced Investment Management
Arizona
$2.53M -$97.7K -1,779 -4%
BC
336
Burleson & Co
California
$2.53M -$367K -6,684 -13%
Bessemer Group
337
Bessemer Group
New Jersey
$2.45M
HI
338
Horizon Investments
North Carolina
$2.44M +$1.39M +25,393 +132%
CWM
339
Concentric Wealth Management
California
$2.42M +$2.42M +44,074 New
S
340
Surevest
California
$2.42M -$12.9K -235 -0.5%
ECA
341
Elevated Capital Advisors
Utah
$2.42M -$24.6K -449 -1%
LTI
342
Laffer Tengler Investments
Tennessee
$2.41M +$1.81M +32,954 +302%
OIA
343
OneDigital Investment Advisors
Kansas
$2.4M -$500K -9,106 -17%
NPP
344
New Potomac Partners
Maryland
$2.4M +$345K +6,275 +17%
CAG
345
Crestwood Advisors Group
Massachusetts
$2.39M -$247K -4,495 -9%
IDA
346
Intelligence Driven Advisers
California
$2.38M +$2.38M +43,264 New
BAM
347
Barrett Asset Management
New York
$2.33M +$1.14M +20,759 +96%
MCM
348
Monument Capital Management
Virginia
$2.31M +$382K +6,962 +20%
LHC
349
Little House Capital
Massachusetts
$2.3M +$121K +2,201 +6%
DE
350
Day & Ennis
Georgia
$2.27M +$487K +8,859 +27%