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iShares 1-5 Year Investment Grade Corporate Bond ETF

660 hedge funds and large institutions have $8.24B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
14.58%
Holding in Top 10
84
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.53%
% of All Funds
1.86%
New
84
Increased
226
Reduced
255
Closed
73
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
601
Anchor Investment Management
South Carolina
$64.8K
PP
602
Pacifica Partners
Canada
$63K -$23.6K -450 -27%
MIFH
603
Migdal Insurance & Financial Holdings
Israel
$63K
PFGIA
604
Patriot Financial Group Insurance Agency
Massachusetts
$61K -$162K -3,121 -73%
FANJ
605
Financial Architects (New Jersey)
New Jersey
$61K
BWA
606
Burt Wealth Advisors
Maryland
$59K +$59K +1,130 New
TC
607
Truvestments Capital
Florida
$54K +$54K +1,040 New
First Manhattan
608
First Manhattan
New York
$52K
BWP
609
Baldwin Wealth Partners
Massachusetts
$49K +$49K +936 New
FRA
610
Front Row Advisors
California
$46K -$2.65K -49 -5%
IBOK
611
Independence Bank of Kentucky
Kentucky
$45K
FEG
612
Financial Enhancement Group
Indiana
$42K -$1.32K -25 -3%
JAM
613
JCIC Asset Management
Ontario, Canada
$38K
IWP
614
IAG Wealth Partners
Wisconsin
$37K
SFSG
615
Stearns Financial Services Group
North Carolina
$37K +$22.5K +429 +156%
BW
616
Bison Wealth
Georgia
$35K
GSWM
617
Golden State Wealth Management
California
$34K +$34K +658 New
JFA
618
JNBA Financial Advisors
Minnesota
$32K +$32K +605 New
HWA
619
HCR Wealth Advisors
California
$31K
IA
620
Independence Advisors
Pennsylvania
$31K +$4.6K +87 +17%
PA
621
Procyon Advisors
Connecticut
$28K +$28K +530 New
FWM
622
Focused Wealth Management
New York
$26K
CIAS
623
Capital Investment Advisory Services
North Carolina
$25K -$41.9K -807 -63%
JPLA
624
Joseph P. Lucia & Associates
New York
$25K
ME
625
McIlrath & Eck
Washington
$25K