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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 %
CWM
476
Calamos Wealth Management
Illinois
$802K +$424K +7,741 +112%
AAS
477
Annex Advisory Services
Wisconsin
$788K
VWM
478
Venturi Wealth Management
Texas
$788K +$788K +14,412 New
BFA
479
Beaumont Financial Advisors
Massachusetts
$787K -$2.07M -37,807 -72%
SFFS
480
Stonehage Fleming Financial Services
Jersey
$781K +$781K +14,280 New
SP
481
Successful Portfolios
Florida
$779K +$779K +14,237 New
AUB
482
Atlantic Union Bankshares
Virginia
$775K -$711 -13 -0.1%
FCA
483
FinTrust Capital Advisors
South Carolina
$775K +$605K +11,041 +355%
SWP
484
Stratos Wealth Partners
Ohio
$768K +$7.56K +138 +1%
AC
485
Apella Capital
Connecticut
$754K +$1.2K +22 +0.2%
SB
486
Strategic Blueprint
Georgia
$753K +$753K +13,765 New
BS
487
Banco Santander
Spain
$750K
AAS
488
Avantax Advisory Services
Texas
$747K -$62.3K -1,137 -8%
LWP
489
Legacy Wealth Planning
Nevada
$740K -$19.7K -360 -3%
HIS
490
Horizon Investment Services
Indiana
$738K -$72.3K -1,321 -9%
TCPWM
491
Traverso Chambers Private Wealth Management
California
$734K -$13.2K -241 -2%
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$731K -$325K -5,936 -31%
SI
493
Shaker Investments
Ohio
$730K +$55 +1 +0%
CAM
494
Caprin Asset Management
Virginia
$724K -$51.6K -943 -7%
WA
495
Winfield Associates
Ohio
$722K -$405K -7,410 -36%
VAG
496
VisionPoint Advisory Group
Texas
$712K -$115K -2,088 -14%
VWA
497
V Wealth Advisors
Kansas
$700K +$128K +2,342 +22%
DI
498
Disciplined Investments
Oklahoma
$685K
FHA
499
First Horizon Advisors
Tennessee
$678K +$315K +5,754 +87%
UR
500
USCA RIA
Texas
$674K +$27.8K +508 +4%