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iShares 1-5 Year Investment Grade Corporate Bond ETF

887 hedge funds and large institutions have $16.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 384 increasing their positions, 237 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+101
Holders Change %
+12.85%
% of All Funds
15.74%
Holding in Top 10
114
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.54%
% of All Funds
2.02%
New
145
Increased
384
Reduced
237
Closed
29
Calls
Puts
$778K
Net Calls
-$778K
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Shares
Change %
NGA
451
Naples Global Advisors
Florida
$1.5M +$306K +5,553 +26%
BP
452
Ballentine Partners
Massachusetts
$1.5M
KWM
453
Kingsview Wealth Management
Oregon
$1.48M +$563K +10,194 +61%
APC
454
Aspire Private Capital
North Carolina
$1.48M +$53.3K +966 +4%
OC
455
Oarsman Capital
Wisconsin
$1.48M +$66.7K +1,209 +5%
BF
456
BOK Financial
Oklahoma
$1.48M +$430K +7,783 +41%
VWM
457
Venturi Wealth Management
Texas
$1.47M -$239K -4,335 -14%
PPSG
458
Princeton Portfolio Strategies Group
New Jersey
$1.47M +$21.5K +389 +1%
Kovitz Investment Group Partners
459
Kovitz Investment Group Partners
Illinois
$1.47M -$113K -2,057 -7%
OIA
460
Optimum Investment Advisors
Illinois
$1.45M +$124K +2,250 +9%
MHS
461
M Holdings Securities
Oregon
$1.43M -$61.2K -1,109 -4%
AFC
462
AFT Forsyth & Company
Florida
$1.41M +$50.5K +915 +4%
Bank Julius Baer & Co
463
Bank Julius Baer & Co
Switzerland
$1.4M -$2.06M -37,420 -60%
PGAM
464
Princeton Global Asset Management
New Jersey
$1.39M +$157K +2,846 +13%
GW
465
GW & Wade
Massachusetts
$1.38M +$2.21K +40 +0.2%
NAM
466
NorthCoast Asset Management
Connecticut
$1.36M +$412K +7,462 +43%
AIG
467
American International Group
New York
$1.35M +$430K +7,800 +47%
OWA
468
Octavia Wealth Advisors
Ohio
$1.34M +$1.34M +24,191 New
TPWA
469
TRUE Private Wealth Advisors
Oregon
$1.31M -$358K -6,488 -21%
BAM
470
Belpointe Asset Management
Nevada
$1.29M +$76.5K +1,386 +6%
AAS
471
Avantax Advisory Services
Texas
$1.28M -$2.15M -38,953 -63%
HH
472
Hilltop Holdings
Texas
$1.28M -$1.5M -27,166 -54%
SCA
473
Stonebridge Capital Advisors
Minnesota
$1.28M +$98.3K +1,783 +8%
CIA
474
Capital Investment Advisors
Georgia
$1.25M -$20.6K -374 -2%
IAA
475
Ironsides Asset Advisors
North Carolina
$1.25M -$737K -13,360 -37%