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iShares 1-5 Year Investment Grade Corporate Bond ETF

887 hedge funds and large institutions have $16.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 384 increasing their positions, 237 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+101
Holders Change %
+12.85%
% of All Funds
15.74%
Holding in Top 10
114
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.54%
% of All Funds
2.02%
New
145
Increased
384
Reduced
237
Closed
29
Calls
Puts
$778K
Net Calls
-$778K
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
601
Private Capital Management (Colorado)
Colorado
$596K +$317K +5,745 +114%
LWP
602
Legacy Wealth Planning
Nevada
$590K -$5.07K -92 -0.9%
UR
603
USCA RIA
Texas
$586K -$82.6K -1,496 -12%
CHAM
604
Clear Harbor Asset Management
Connecticut
$579K
ACS
605
Archford Capital Strategies
Illinois
$578K -$5.12K -93 -0.9%
TC
606
TAP Consulting
Missouri
$574K -$2.03M -36,704 -78%
NFP
607
Novak Financial Planning
Maryland
$567K +$567K +10,270 New
ICM
608
Intrepid Capital Management
Florida
$562K +$85.8K +1,557 +18%
SWP
609
Strategic Wealth Partners
Ohio
$556K +$244K +4,430 +78%
CCA
610
Cobblestone Capital Advisors
New York
$554K -$19.6K -355 -3%
NB
611
Nicolet Bankshares
Wisconsin
$554K +$116K +2,100 +26%
JSL
612
JT Stratford LLC
Georgia
$553K -$18.1K -328 -3%
CWP
613
Corepath Wealth Partners
Arizona
$553K +$553K +10,021 New
ET
614
Equitable Trust
Tennessee
$551K -$171K -3,095 -24%
CFA
615
Carroll Financial Associates
North Carolina
$551K +$40.9K +742 +8%
AWM
616
Alterna Wealth Management
Texas
$549K -$36K -653 -6%
APSP
617
Asset Planning Services (Pennsylvania)
Pennsylvania
$548K +$107K +1,934 +24%
FHA
618
First Horizon Advisors
Tennessee
$547K +$113K +2,052 +26%
TCWA
619
Ten Capital Wealth Advisors
Washington
$541K +$541K +9,811 New
Principal Financial Group
620
Principal Financial Group
Iowa
$535K +$117K +2,118 +28%
HIP
621
Harrell Investment Partners
Texas
$530K +$530K +9,600 New
CTFG
622
Capstone Triton Financial Group
Oklahoma
$527K +$527K +9,559 New
CIP
623
Chartwell Investment Partners
Pennsylvania
$526K -$94.1K -1,705 -15%
SCM
624
Schnieders Capital Management
California
$526K
PL
625
Plancorp LLC
Missouri
$518K +$518K +9,387 New