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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 %
AWM
551
AllSquare Wealth Management
New York
$486K
SSWG
552
Seven Springs Wealth Group
Tennessee
$483K -$5.03K -92 -1%
MYIA
553
Mount Yale Investment Advisors
Colorado
$481K +$481K +8,799 New
ATC
554
Argent Trust Co
Tennessee
$478K -$171K -3,120 -26%
BFA
555
Beacon Financial Advisory
Ohio
$477K +$116K +2,129 +32%
SWM
556
SeaCrest Wealth Management
New York
$472K
TNB
557
Thomasville National Bank
Georgia
$472K +$74.4K +1,361 +19%
CA
558
Calton & Associates
Florida
$471K -$10.2K -186 -2%
FPFS
559
First Personal Financial Services
North Carolina
$469K +$15.5K +284 +3%
CAM
560
Covenant Asset Management
New Jersey
$468K
T
561
TrueFG
Texas
$464K +$2.9K +53 +0.6%
SCA
562
Stillwater Capital Advisors
Pennsylvania
$462K +$462K +8,450 New
CB
563
Commerce Bank
Missouri
$461K -$152K -2,778 -25%
BFM
564
Boston Financial Management
Massachusetts
$461K -$11.4K -208 -2%
MWM
565
Madison Wealth Management
Ohio
$459K +$459K +8,385 New
WPA
566
West Paces Advisors
Georgia
$457K +$457K +8,360 New
AFC
567
AFT Forsyth & Company
Florida
$455K
OFG
568
OmniStar Financial Group
North Carolina
$455K +$443K +8,099 +3,750%
PPSG
569
Princeton Portfolio Strategies Group
New Jersey
$454K +$82K +1,500 +22%
BRG
570
Bay Rivers Group
Virginia
$447K
LWAC
571
Laurel Wealth Advisors (California)
California
$446K +$73.4K +1,343 +20%
NAM
572
North American Management
Massachusetts
$443K -$437 -8 -0.1%
EAM
573
Evanson Asset Management
California
$441K +$1.64K +30 +0.4%
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$439K -$33.1K -605 -7%
AA
575
Ancora Advisors
Ohio
$439K