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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 %
WSTAM
426
Wilbanks Smith & Thomas Asset Management
Virginia
$1.1M +$109 +2 +0%
SWA
427
Sutton Wealth Advisors
Florida
$1.07M +$190K +3,476 +22%
PGAM
428
Princeton Global Asset Management
New Jersey
$1.07M +$68.5K +1,253 +7%
WIA
429
Wealthstreet Investment Advisors
Texas
$1.05M +$7K +128 +0.7%
HI
430
Horizon Investments
North Carolina
$1.05M -$136K -2,492 -11%
FHB
431
First Hawaiian Bank
Hawaii
$1.05M -$314K -5,732 -23%
WA
432
Waverly Advisors
Alabama
$1.05M +$1.05M +19,039 New
COF
433
Capital One Financial
Virginia
$1.04M -$4.65K -85 -0.4%
SA
434
SL Advisors
New Jersey
$1.04M
AT
435
Arden Trust
Delaware
$1.04M -$196K -3,591 -16%
MWM
436
Mattern Wealth Management
Kansas
$1.03M +$196K +3,575 +23%
MLM
437
Mount Lucas Management
Pennsylvania
$1.03M +$1.03M +18,843 New
CAS
438
Cascadia Advisory Services
Oregon
$1.03M +$1.03M +18,801 New
MIC
439
Meridian Investment Counsel
California
$1.02M
CG
440
Colony Group
Massachusetts
$999K -$86.3K -1,578 -8%
PA
441
Parallel Advisors
California
$997K -$317K -5,797 -24%
BAM
442
Belpointe Asset Management
Nevada
$993K +$526K +9,619 +113%
FLA
443
Financial Life Advisors
Texas
$988K +$94.6K +1,730 +11%
PWMAG
444
Pinnacle Wealth Management Advisory Group
New Jersey
$982K -$3.83K -70 -0.4%
BMM
445
Berkshire Money Management
Massachusetts
$982K
AA
446
Alesco Advisors
New York
$978K -$154K -2,810 -14%
BAAM
447
Baker Avenue Asset Management
California
$968K -$383 -7 -0%
RIA
448
Regal Investment Advisors
Michigan
$966K +$966K +17,656 New
APSP
449
Asset Planning Services (Pennsylvania)
Pennsylvania
$960K +$522K +9,550 +119%
VAS
450
Vestmark Advisory Solutions
Massachusetts
$958K +$257K +4,688 +37%