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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 %
SFP
426
Shepherd Financial Partners
Massachusetts
$1.37M +$109K +1,981 +9%
SCA
427
Stillwater Capital Advisors
Pennsylvania
$1.37M +$907K +16,510 +195%
GW
428
GW & Wade
Massachusetts
$1.37M +$76.3K +1,390 +6%
Comerica Bank
429
Comerica Bank
Texas
$1.37M +$99.6K +1,811 +8%
VAS
430
Vestmark Advisory Solutions
Massachusetts
$1.36M +$398K +7,246 +41%
AFC
431
AFT Forsyth & Company
Florida
$1.36M +$900K +16,400 +197%
OIA
432
Optimum Investment Advisors
Illinois
$1.31M -$63.1K -1,150 -5%
IIC
433
Integrated Investment Consultants
Michigan
$1.29M -$128K -2,338 -9%
CIA
434
Capital Investment Advisors
Georgia
$1.27M +$12.4K +226 +1%
SWA
435
Stratos Wealth Advisors
Ohio
$1.26M +$768K +13,989 +156%
PGAM
436
Princeton Global Asset Management
New Jersey
$1.23M +$150K +2,735 +14%
TFA
437
Teamwork Financial Advisors
Texas
$1.22M +$408K +7,432 +50%
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$1.22M +$108K +1,961 +10%
LPIC
439
LeJeune Puetz Investment Counsel
Michigan
$1.21M +$27.6K +503 +2%
BAM
440
Belpointe Asset Management
Nevada
$1.21M +$213K +3,878 +21%
MIAN
441
Mariner Independent Advisor Network
Kansas
$1.21M +$271K +4,945 +29%
MGIA
442
Moneta Group Investment Advisors
Missouri
$1.2M -$803K -14,629 -40%
SWP
443
Stratos Wealth Partners
Ohio
$1.2M +$430K +7,823 +56%
RCAG
444
Rehmann Capital Advisory Group
Michigan
$1.19M +$3.79K +69 +0.3%
NGA
445
Naples Global Advisors
Florida
$1.19M +$75K +1,365 +7%
RSWM
446
Robertson Stephens Wealth Management
California
$1.17M -$116K -2,118 -9%
SCA
447
Stonebridge Capital Advisors
Minnesota
$1.17M +$110 +2 +0%
WP
448
WealthPLAN Partners
Nebraska
$1.16M -$53.6K -976 -4%
CFD
449
Creative Financial Designs
Indiana
$1.16M +$1.08M +19,744 +1,475%
HCIA
450
Hochman Cole Investment Advisors
Illinois
$1.16M +$5.77K +105 +0.5%