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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 %
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$1.67M -$2.48M -45,061 -60%
SW
402
SkyOak Wealth
Michigan
$1.67M -$236K -4,305 -12%
First Trust Advisors
403
First Trust Advisors
Illinois
$1.66M -$1.46M -26,612 -47%
TPWA
404
TRUE Private Wealth Advisors
Oregon
$1.66M -$466K -8,485 -22%
AWM
405
Avior Wealth Management
Nebraska
$1.65M -$1.92K -35 -0.1%
SW
406
SVB Wealth
Massachusetts
$1.65M +$3.29K +60 +0.2%
CC
407
Copperleaf Capital
North Carolina
$1.61M +$1.61M +29,233 New
IP
408
Investment Partners
Ohio
$1.6M +$147K +2,669 +10%
OWA
409
Outlook Wealth Advisors
Texas
$1.59M -$290K -5,280 -15%
Kovitz Investment Group Partners
410
Kovitz Investment Group Partners
Illinois
$1.58M +$1.58M +28,682 New
PPP
411
Private Portfolio Partners
New Jersey
$1.56M +$216K +3,933 +16%
WIC
412
Woodmont Investment Counsel
Tennessee
$1.56M +$635K +11,570 +69%
BWA
413
BlueSky Wealth Advisors
North Carolina
$1.55M -$26.4K -481 -2%
GSIS
414
Global Strategic Investment Solutions
Arizona
$1.54M +$30.6K +557 +2%
CAS
415
Cascadia Advisory Services
Oregon
$1.52M +$486K +8,846 +47%
SSWM
416
Sheets Smith Wealth Management
North Carolina
$1.5M +$335K +6,100 +29%
BP
417
Ballentine Partners
Massachusetts
$1.49M -$453K -8,258 -23%
MHS
418
M Holdings Securities
Oregon
$1.48M +$145K +2,635 +11%
PA
419
Parallel Advisors
California
$1.45M +$451K +8,205 +45%
PPSG
420
Princeton Portfolio Strategies Group
New Jersey
$1.44M +$985K +17,950 +216%
SWM
421
SigFig Wealth Management
California
$1.42M +$569K +10,374 +67%
APC
422
Aspire Private Capital
North Carolina
$1.42M -$40.8K -743 -3%
WA
423
Winfield Associates
Ohio
$1.41M +$684K +12,462 +94%
SL
424
Systelligence LLC
Minnesota
$1.41M +$80.4K +1,465 +6%
OC
425
Oarsman Capital
Wisconsin
$1.4M +$444K +8,089 +46%