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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 %
MYIA
501
Mount Yale Investment Advisors
Colorado
$778K +$295K +5,369 +61%
PAS
502
Partnervest Advisory Services
California
$774K +$428K +7,794 +124%
RG
503
Retirement Group
California
$755K +$186K +3,391 +33%
BS
504
Banco Santander
Spain
$753K
CAM
505
Cresset Asset Management
Illinois
$750K +$386K +7,032 +106%
BFA
506
Beaumont Financial Advisors
Massachusetts
$740K -$49.1K -894 -6%
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$734K
SI
508
Shaker Investments
Ohio
$733K +$55 +1 +0%
TCPWM
509
Traverso Chambers Private Wealth Management
California
$729K -$7.52K -137 -1%
ET
510
Equitable Trust
Tennessee
$719K +$719K +13,090 New
BWAM
511
Boyd Watterson Asset Management
Ohio
$715K -$716K -13,033 -50%
BWM
512
Baystate Wealth Management
Massachusetts
$701K +$194K +3,533 +38%
CAM
513
Caprin Asset Management
Virginia
$690K -$36.9K -672 -5%
AUB
514
Atlantic Union Bankshares
Virginia
$688K -$89.5K -1,630 -12%
DI
515
Disciplined Investments
Oklahoma
$687K
EM
516
Excalibur Management
Massachusetts
$687K +$687K +12,505 New
BFA
517
Beacon Financial Advisory
Ohio
$685K +$207K +3,767 +43%
VWM
518
Vigilare Wealth Management
Arizona
$680K -$520K -9,471 -43%
RG
519
Rathbones Group
United Kingdom
$671K +$140K +2,556 +26%
DIA
520
Dana Investment Advisors
Wisconsin
$671K +$671K +12,222 New
GGI
521
Godsey & Gibb Inc
Virginia
$670K +$67.5K +1,229 +11%
UR
522
USCA RIA
Texas
$665K -$11K -200 -2%
AC
523
Apella Capital
Connecticut
$664K -$92.9K -1,691 -12%
FWM
524
FSA Wealth Management
Massachusetts
$660K -$912K -16,616 -58%
RFN
525
RDA Financial Network
Iowa
$660K -$275 -5 -0%