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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
PI
76
PFS Investments
Georgia
$17.1M +$3.47M +65,298 +25%
BIAS
77
Beacon Investment Advisory Services
New Jersey
$16.2M +$311K +5,850 +2%
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$15.7M +$16M +300,000 New
LFS
79
Lutz Financial Services
Nebraska
$15M +$1.74M +32,636 +13%
Franklin Resources
80
Franklin Resources
California
$14.4M
Deutsche Bank
81
Deutsche Bank
Germany
$14.2M -$659K -12,390 -4%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$14.2M -$108K -2,029 -0.7%
UB
83
UMB Bank
Missouri
$14.1M -$941K -17,689 -6%
BWL
84
Bogart Wealth LLC
Virginia
$13.7M +$14M +262,304 New
KCM
85
Kathmere Capital Management
Pennsylvania
$13.6M +$780K +14,655 +6%
B
86
Barings
North Carolina
$13.6M +$5.15M +96,800 +60%
DCM
87
Dimension Capital Management
Florida
$13.4M +$698K +13,119 +5%
CAG
88
Crestwood Advisors Group
Massachusetts
$12.8M +$601K +11,302 +5%
AC
89
Alley Company
Illinois
$12.8M +$997K +18,741 +8%
Verition Fund Management
90
Verition Fund Management
Connecticut
$12.8M +$13M +244,877 New
WPC
91
White Pine Capital
Minnesota
$12.7M +$826K +15,524 +7%
HighTower Advisors
92
HighTower Advisors
Illinois
$12.6M +$4.06M +76,372 +47%
MGIA
93
Matthew Goff Investment Advisor
Texas
$12.5M +$1.87M +35,133 +17%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$12.4M -$3.89M -73,106 -24%
IDBONY
95
Israel Discount Bank of New York
New York
$12.3M +$274K +5,148 +2%
MD
96
Money Design
Japan
$12.2M +$602K +11,312 +5%
AIMU
97
Allianz Investment Management US
Minnesota
$12.1M
VRM
98
Vectors Research Management
New York
$11.6M +$2.48M +46,589 +27%
BFG
99
Beacon Financial Group
Texas
$11.2M -$98.3K -1,847 -0.9%
SS
100
Simplicity Solutions
Minnesota
$11.1M -$2.39M -44,926 -17%