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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
MML Investors Services
101
MML Investors Services
Massachusetts
$7.95M -$6.58M -126,868 -45%
DAM
102
Delta Asset Management
Tennessee
$7.91M -$72.6K -1,400 -0.9%
TNBTD
103
Trustmark National Bank Trust Department
Mississippi
$7.87M -$803K -15,492 -9%
MHS
104
M Holdings Securities
Oregon
$7.86M +$931K +17,962 +13%
OAM
105
Oxford Asset Management
United Kingdom
$7.55M +$7.55M +145,558 New
PBO
106
Peoples Bank (Ohio)
Ohio
$7.17M +$1.58M +30,488 +28%
BTS
107
BB&T Securities
Virginia
$7.13M -$188K -3,618 -3%
LWM
108
Lenox Wealth Management
Ohio
$7.09M -$704K -13,580 -9%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$7.07M +$106K +2,050 +2%
JFA
110
Johanson Financial Advisors
California
$6.83M -$63.5K -1,226 -0.9%
BCA
111
Bray Capital Advisors
Florida
$6.82M +$1.84M +35,540 +37%
HH
112
Hilltop Holdings
Texas
$6.73M +$547K +10,558 +9%
AssetMark Inc
113
AssetMark Inc
California
$6.72M +$4.63M +89,236 +221%
BAAM
114
Baker Avenue Asset Management
California
$6.71M +$543K +10,472 +9%
HCM
115
Hollencrest Capital Management
California
$6.66M -$224K -4,316 -3%
AL
116
Aspiriant LLC
California
$6.62M +$34.6K +668 +0.5%
FAM
117
Foothills Asset Management
Arizona
$6.6M +$84.6K +1,632 +1%
GCA
118
Greenwood Capital Associates
South Carolina
$6.46M -$174K -3,360 -3%
APA
119
American Portfolios Advisors
New York
$6.4M +$251K +4,850 +4%
Northern Trust
120
Northern Trust
Illinois
$6.33M -$1.14M -21,904 -0.2%
JWM
121
Jackson Wealth Management
Florida
$6.32M -$118K -2,272 -2%
KL
122
KWMG LLC
Kansas
$6.25M +$125K +2,410 +2%
CMP
123
Courage Miller Partners
Virginia
$6.17M -$79K -1,524 -1%
GBT
124
Grove Bank & Trust
Florida
$5.88M -$1.71M -32,964 -23%
AAM
125
Autus Asset Management
Arizona
$5.66M -$515K -9,942 -8%