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iShares 1-5 Year Investment Grade Corporate Bond ETF

551 hedge funds and large institutions have $7.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 140.76%141.29% (+0.53%)

1% less capital invested

Capital invested by funds: $7.29B → $7.25B (-$45.8M)

2% less funds holding in top 10

Funds holding in top 10: 6261 (-1)

2% less funds holding

Funds holding: 565551 (-14)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

43% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 263

Holders
551
Holders Change
-14
Holders Change %
-2.48%
% of All Funds
12.61%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.4%
New
43
Increased
149
Reduced
263
Closed
52
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
26
Country Trust Bank
Illinois
$51M +$165K +3,182 +0.3%
SAS
27
Sage Advisory Services
Texas
$50M +$26.3M +506,422 +111%
MG
28
Mather Group
Illinois
$46.7M -$76.2M -1,469,806 -62%
RJA
29
Raymond James & Associates
Florida
$46.5M +$9.31M +179,618 +25%
DWM
30
Destination Wealth Management
California
$46.4M +$1.94M +37,476 +4%
LPL Financial
31
LPL Financial
California
$43.6M -$106K -2,050 -0.2%
HNB
32
Huntington National Bank
Ohio
$43M
RJFSA
33
Raymond James Financial Services Advisors
Florida
$42.4M -$653K -12,600 -2%
AFG
34
Arkansas Financial Group
Arkansas
$42.1M +$529K +10,206 +1%
JIR
35
James Investment Research
Ohio
$40M +$15.9M +307,326 +66%
HTC
36
Haverford Trust Company
Pennsylvania
$39.2M +$7.99M +154,134 +26%
Ameriprise
37
Ameriprise
Minnesota
$34.2M +$3.69M +71,262 +12%
OCM
38
One Capital Management
California
$33.2M +$843K +16,272 +3%
DC
39
Davenport & Co
Virginia
$32.5M -$953K -18,380 -3%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$30.2M -$39K -752 -0.1%
AC
41
Allstate Corporation
Illinois
$27.7M +$17.5M +337,490 +172%
CAG
42
Crestwood Advisors Group
Massachusetts
$25.8M +$23.6M +455,058 +85%
MM
43
Meridian Management
Arkansas
$25.2M -$890K -17,178 -3%
SB
44
Suntrust Banks
Georgia
$25M -$5.2M -100,294 -17%
EK
45
Evensky & Katz
Florida
$24.7M +$303K +5,852 +1%
FA
46
FDx Advisors
Illinois
$23.3M -$1.06M -20,382 -4%
JP Morgan Chase
47
JP Morgan Chase
New York
$23M +$5.99M +115,556 +35%
CIC
48
Cutler Investment Counsel
Oregon
$22.9M -$406K -7,824 -2%
EWM
49
Endurance Wealth Management
Rhode Island
$20.4M +$790K +15,250 +4%
NC
50
NewSquare Capital
Pennsylvania
$20.3M +$13.1M +253,646 +185%