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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 %
FP
726
Financial Perspectives
Minnesota
$63.3K +$63.3K +1,152 New
BWA
727
Burt Wealth Advisors
Maryland
$62K
TC
728
Truvestments Capital
Florida
$57K
SBL
729
Sargent Bickham Lagudis
Colorado
$55K -$12.8K -234 -19%
MPCG
730
Matrix Private Capital Group
New York
$52K +$52K +944 New
BWP
731
Baldwin Wealth Partners
Massachusetts
$51K
CSPIA
732
Cary Street Partners Investment Advisory
Virginia
$48K +$48K +869 New
IBOK
733
Independence Bank of Kentucky
Kentucky
$47K
SSB
734
Sandy Spring Bank
Maryland
$47K +$54 +1 +0.1%
FEG
735
Financial Enhancement Group
Indiana
$44K
JAM
736
JCIC Asset Management
Ontario, Canada
$40K
BW
737
Bison Wealth
Georgia
$38K +$3.34K +61 +10%
SXL
738
Summit X LLC
Missouri
$35.5K +$749 +1,044 +2%
PP
739
Pacifica Partners
Canada
$33K -$33K -600 -50%
HWA
740
HCR Wealth Advisors
California
$33K
JFA
741
JNBA Financial Advisors
Minnesota
$33K
IA
742
Independence Advisors
Pennsylvania
$32K +$217 +4 +0.7%
HDIM
743
Hanson & Doremus Investment Management
Vermont
$31K +$31K +560 New
FCH
744
Freestone Capital Holdings
Washington
$28.6K +$28.6K +521 New
HFA
745
Hoover Financial Advisors
Pennsylvania
$28K
FWM
746
Focused Wealth Management
New York
$27K
ME
747
McIlrath & Eck
Washington
$27K
GI
748
Gradient Investments
Minnesota
$27K +$5.3K +95 +24%
LFG
749
Larson Financial Group
Missouri
$25K +$22K +403 +746%
M
750
MOTCO
Texas
$24K +$24K +440 New