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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 %
NB
651
NBT Bank
New York
$245K
KCM
652
Kathmere Capital Management
Pennsylvania
$244K -$14M -255,906 -98%
GWCM
653
Godshalk Welsh Capital Management
Pennsylvania
$243K -$4.37K -80 -2%
Bank Julius Baer & Co
654
Bank Julius Baer & Co
Switzerland
$242K -$1.65M -30,266 -87%
CFIA
655
Cantor Fitzgerald Investment Advisors
New York
$241K
CRWM
656
Castle Rock Wealth Management
California
$241K +$25.8K +469 +12%
JF
657
JSF Financial
California
$239K
TPCW
658
TD Private Client Wealth
New York
$238K +$238K +4,358 New
CCM
659
Condor Capital Management
New Jersey
$236K +$236K +4,306 New
BONST
660
Bank of Nova Scotia Trust
Ontario, Canada
$235K +$235K +4,300 New
LNC
661
Lincoln National Corp
Pennsylvania
$234K +$15.2K +277 +7%
TPA
662
Trivium Point Advisory
Connecticut
$232K +$232K +4,242 New
AWA
663
Arete Wealth Advisors
Illinois
$231K +$231K +4,223 New
WP
664
WealthSource Partners
California
$227K -$33.7K -615 -13%
V
665
Veritable
Delaware
$227K
A
666
AdvicePeriod
California
$227K +$227K +4,148 New
AF
667
Aldebaran Financial
$224K
TF
668
TimeScale Financial
Massachusetts
$223K -$2.05M -37,521 -90%
FFBTD
669
First Financial Bank - Trust Division
Ohio
$219K
HCA
670
Horan Capital Advisors
Ohio
$219K +$1.31K +24 +0.6%
LF
671
LifeSteps Financial
California
$216K -$16.9K -308 -7%
FA
672
FCG Advisors
New Jersey
$216K +$1.26K +23 +0.6%
TFGT
673
TS Financial Group (TSFG)
Illinois
$214K +$84.1K +1,533 +65%
JWA
674
JFS Wealth Advisors
Pennsylvania
$208K +$208K +3,800 New
APCM
675
Alaska Permanent Capital Management
Alaska
$205K +$205K +3,750 New