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iShares 1-5 Year Investment Grade Corporate Bond ETF

786 hedge funds and large institutions have $13.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 402 increasing their positions, 188 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+25
Holders Change %
+3.29%
% of All Funds
15.9%
Holding in Top 10
107
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.18%
% of All Funds
2.16%
New
73
Increased
402
Reduced
188
Closed
41
Calls
Puts
$6.7M
Net Calls
-$6.7M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
676
Clifford Swan Investment Counsel
California
$229K -$166K -3,020 -42%
V
677
Veritable
Delaware
$228K
A
678
AdvicePeriod
California
$228K
PIA
679
Perennial Investment Advisors
California
$226K +$226K +4,119 New
TF
680
TimeScale Financial
Massachusetts
$225K +$1.21K +22 +0.5%
WCFA
681
Walkner Condon Financial Advisors
Wisconsin
$225K +$225K +4,104 New
FCCM
682
First City Capital Management
Georgia
$222K +$222K +4,037 New
CW
683
CreativeOne Wealth
Kansas
$216K +$216K +3,935 New
TFGT
684
TS Financial Group (TSFG)
Illinois
$214K
GSWM
685
Golden State Wealth Management
California
$213K -$145K -2,637 -40%
AIA
686
Avalon Investment & Advisory
Texas
$213K +$213K +3,879 New
SIC
687
Sigma Investment Counselors
Michigan
$212K -$106K -1,930 -33%
BONST
688
Bank of Nova Scotia Trust
Ontario, Canada
$209K -$27.1K -494 -11%
KCM
689
Kathmere Capital Management
Pennsylvania
$208K -$36.9K -671 -15%
LF
690
LifeSteps Financial
California
$206K -$10.5K -192 -5%
WA
691
WealthTrust Axiom
Pennsylvania
$206K
APCM
692
Alaska Permanent Capital Management
Alaska
$206K
SNT
693
Security National Trust
West Virginia
$199K
AIC
694
Archer Investment Corporation
Indiana
$168K
CA
695
Clearstead Advisors
Ohio
$165K +$165K +3,000 New
FM
696
Family Management
New York
$161K
SQA
697
Simon Quick Advisors
New Jersey
$158K +$158K +2,877 New
EP
698
Eudaimonia Partners
Tennessee
$148K +$4.77K +87 +3%
OC
699
Oakworth Capital
Alabama
$147K -$8.23K -150 -5%
TIM
700
Thornburg Investment Management
New Mexico
$146K +$146K +2,662 New