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iShares 1-5 Year Investment Grade Corporate Bond ETF

660 hedge funds and large institutions have $8.24B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
14.58%
Holding in Top 10
84
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.53%
% of All Funds
1.86%
New
84
Increased
226
Reduced
255
Closed
73
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
376
Founders Financial Securities
Maryland
$891K +$110K +2,097 +14%
BWM
377
Baystate Wealth Management
Massachusetts
$886K -$39.1K -747 -4%
WIC
378
Woodmont Investment Counsel
Tennessee
$885K -$51.5K -984 -6%
EWM
379
Empirical Wealth Management
Washington
$859K -$61.2K -1,168 -7%
GT
380
Glenview Trust
Kentucky
$856K
FLA
381
Financial Life Advisors
Texas
$855K +$94.7K +1,808 +12%
NGA
382
Naples Global Advisors
Florida
$851K +$161K +3,080 +23%
TNB
383
TCF National Bank
South Dakota
$849K +$19.8K +378 +2%
PGFC
384
Peapack-Gladstone Financial Corp
New Jersey
$847K +$15.8K +302 +2%
SWA
385
Sutton Wealth Advisors
Florida
$845K +$12.3K +234 +1%
SPC
386
Sigma Planning Corp
Michigan
$818K -$26.2K -500 -3%
1832 Asset Management
387
1832 Asset Management
Ontario, Canada
$817K
MWM
388
Mattern Wealth Management
Kansas
$800K -$26.2K -500 -3%
AC
389
AlphaCore Capital
California
$790K
VAG
390
VisionPoint Advisory Group
Texas
$788K -$53.4K -1,021 -6%
MA
391
MUFG Americas
New York
$781K
HIS
392
Horizon Investment Services
Indiana
$775K -$151K -2,876 -16%
AAS
393
Avantax Advisory Services
Texas
$773K -$767K -14,655 -50%
BF
394
BOK Financial
Oklahoma
$773K -$77.9K -1,489 -9%
PHS
395
Pekin Hardy Strauss
Illinois
$763K +$15.7K +300 +2%
AAS
396
Annex Advisory Services
Wisconsin
$754K +$754K +14,400 New
CAM
397
Caprin Asset Management
Virginia
$743K +$37K +706 +5%
AUB
398
Atlantic Union Bankshares
Virginia
$742K +$742K +14,178 New
DIA
399
Dana Investment Advisors
Wisconsin
$738K +$52.3K +1,000 +8%
CIC
400
Carnegie Investment Counsel
Ohio
$729K