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iShares 1-5 Year Investment Grade Corporate Bond ETF

551 hedge funds and large institutions have $7.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 140.76%141.29% (+0.53%)

1% less capital invested

Capital invested by funds: $7.29B → $7.25B (-$45.8M)

2% less funds holding in top 10

Funds holding in top 10: 6261 (-1)

2% less funds holding

Funds holding: 565551 (-14)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

43% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 263

Holders
551
Holders Change
-14
Holders Change %
-2.48%
% of All Funds
12.61%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.4%
New
43
Increased
149
Reduced
263
Closed
52
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
76
Franklin Resources
California
$12.1M -$856K -16,508 -7%
CHA
77
Cedar Hill Associates
Illinois
$12M -$1.65M -31,770 -12%
CL
78
CPWM LLC
Washington
$11.7M -$144K -2,774 -1%
WC
79
Whitney & Co
New York
$11.6M +$4.77M +92,100 +70%
OWP
80
Obermeyer Wealth Partners
Colorado
$11.6M +$749K +14,458 +7%
BFG
81
Beacon Financial Group
Texas
$11.6M -$743K -14,328 -6%
FCIM
82
Fairview Capital Investment Management
California
$11.6M -$181K -3,500 -2%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.5M +$2.54M +49,074 +28%
Mariner
84
Mariner
Kansas
$10.8M -$641K -12,374 -6%
RFC
85
Regions Financial Corp
Alabama
$10.8M -$1.21M -23,314 -10%
IDBONY
86
Israel Discount Bank of New York
New York
$10.5M +$1.29M +24,958 +14%
UB
87
UMB Bank
Missouri
$10.5M -$269K -5,188 -2%
SBWM
88
Sunflower Bank Wealth Management
Arizona
$10M -$229K -4,420 -2%
PI
89
PFS Investments
Georgia
$9.82M +$2.17M +41,782 +28%
PWM
90
Patriot Wealth Management
Texas
$9.38M -$1.4M -26,916 -13%
AC
91
Alley Company
Illinois
$9.15M +$473K +9,120 +5%
BMM
92
Buffington Mohr McNeal
Idaho
$9.06M +$193K +3,714 +2%
CCG
93
Cypress Capital Group
Florida
$8.98M -$2.83M -54,526 -24%
CFMC
94
Curbstone Financial Management Corp
New Hampshire
$8.65M -$280K -5,400 -3%
GC
95
Gilbert & Cook
Iowa
$8.59M +$472K +9,104 +6%
ERIM
96
Eagle Ridge Investment Management
Connecticut
$8.43M -$64.8K -1,250 -0.8%
BWA
97
BDO Wealth Advisors
Florida
$8.33M -$228K -4,400 -3%
CCT
98
Capital City Trust
Florida
$8.25M -$191K -3,690 -2%
CSIA
99
Charles Schwab Investment Advisory
California
$8.07M +$8.07M +155,702 New
DCM
100
Dimension Capital Management
Florida
$7.98M +$233K +4,490 +3%