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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 %
HCM
601
Hengehold Capital Management
Ohio
$370K -$21K -384 -5%
AC
602
Alexandria Capital
Virginia
$370K -$20.7K -378 -5%
WPC
603
Waters Parkerson & Co
Louisiana
$368K
MAA
604
Matrix Asset Advisors
New York
$367K +$92.4K +1,690 +34%
LAS
605
Lloyd Advisory Services
Georgia
$363K -$55.4K -1,011 -13%
I
606
IberiaBank
Louisiana
$362K -$36.6K -668 -9%
CAM
607
Cresset Asset Management
Illinois
$362K +$362K +6,618 New
ST
608
Spinnaker Trust
Maine
$360K
NB
609
Nicolet Bankshares
Wisconsin
$360K +$145K +2,646 +67%
CNB
610
Camden National Bank
Maine
$358K -$112K -2,040 -24%
GSWM
611
Golden State Wealth Management
California
$357K +$321K +5,862 +891%
KF
612
Krilogy Financial
Missouri
$350K +$55.2K +1,008 +19%
PAS
613
Partnervest Advisory Services
California
$345K -$745K -13,620 -68%
GBT
614
Grove Bank & Trust
Florida
$344K
NHC
615
Nicholas Hoffman & Company
Georgia
$337K +$2.19K +40 +0.7%
VC
616
Vicus Capital
Pennsylvania
$337K +$337K +6,153 New
HWM
617
Hohimer Wealth Management
Washington
$329K +$329K +6,011 New
ClearBridge Investments
618
ClearBridge Investments
New York
$328K -$4.38K -80 -1%
CGFA
619
Colton Groome Financial Advisors
North Carolina
$327K -$22.3K -407 -6%
BBA
620
BLB&B Advisors
Pennsylvania
$322K
EWM
621
Evermay Wealth Management
Virginia
$317K
SIC
622
Sigma Investment Counselors
Michigan
$316K +$32.8K +600 +12%
AWA
623
Alaska Wealth Advisors
Alaska
$316K +$36.1K +660 +13%
TL
624
TrueWealth LLC
Georgia
$313K -$196K -3,587 -39%
OPA
625
Old Port Advisors
Maine
$312K +$48.1K +879 +18%