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iShares 1-5 Year Investment Grade Corporate Bond ETF

661 hedge funds and large institutions have $8.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 227 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 73

11% more funds holding in top 10

Funds holding in top 10: 7684 (+8)

0% more funds holding

Funds holding: 658661 (+3)

3.54% less ownership

Funds ownership: 72.07%68.53% (-3.5%)

6% less capital invested

Capital invested by funds: $8.76B → $8.25B (-$507M)

11% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 255

52% less call options, than puts

Call options by funds: $220K | Put options by funds: $456K

Holders
661
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
14.57%
Holding in Top 10
84
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.53%
% of All Funds
1.85%
New
85
Increased
227
Reduced
255
Closed
73
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$28.3M -$91.6K -1,722 -0.3%
GC
52
Gilbert & Cook
Iowa
$28.1M +$1.03M +19,436 +4%
AAP
53
Arax Advisory Partners
Colorado
$26.9M +$2.88M +54,207 +12%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$26.7M -$3.5M -65,723 -11%
EK
55
Evensky & Katz
Florida
$26.6M -$693K -13,024 -2%
PCIA
56
Prime Capital Investment Advisors
Kansas
$26M +$1.44M +27,145 +6%
WC
57
Whitney & Co
New York
$25.8M +$509K +9,561 +2%
BRWA
58
B. Riley Wealth Advisors
Florida
$25.6M +$18.9M +354,414 +265%
BMM
59
Buffington Mohr McNeal
Idaho
$25.1M +$1.18M +22,080 +5%
JIR
60
James Investment Research
Ohio
$24.5M -$1.8M -33,839 -7%
Point72 Asset Management
61
Point72 Asset Management
Connecticut
$23.9M +$24.3M +456,327 New
HNB
62
Huntington National Bank
Ohio
$23.9M
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$21.4M +$513K +9,631 +2%
CIC
64
Cutler Investment Counsel
Oregon
$21M -$20K -376 -0.1%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$20.9M -$57.5K -1,080 -0.3%
OWP
66
Obermeyer Wealth Partners
Colorado
$20.9M +$2.99M +56,141 +16%
SAS
67
Stelac Advisory Services
New York
$20.7M +$11.4M +214,399 +119%
HPC
68
HM Payson & Co
Maine
$20.2M -$530K -9,957 -3%
NC
69
NewSquare Capital
Pennsylvania
$20.1M -$2.02M -38,015 -9%
MG
70
Mather Group
Illinois
$19.9M +$777K +14,597 +4%
BSB
71
Bangor Savings Bank
Maine
$19.5M -$1.13M -21,262 -5%
GFPC
72
Global Financial Private Capital
Florida
$19.3M -$1.86M -34,985 -9%
DC
73
Davenport & Co
Virginia
$18.7M -$17.2M -323,281 -47%
UOMF
74
University of Massachusetts Foundation
Massachusetts
$18.4M +$18.7M +352,000 New
Citigroup
75
Citigroup
New York
$18.2M -$6.27M -117,880 -25%