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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 %
CCG
101
Cypress Capital Group
Florida
$17.7M +$5.16M +93,993 +41%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$17.7M -$3.32M -60,451 -16%
BIAS
103
Beacon Investment Advisory Services
New Jersey
$17.4M +$498K +9,062 +3%
DCM
104
Dimension Capital Management
Florida
$17.3M +$3.98M +72,700 +30%
GG
105
Greenwood Gearhart
Arkansas
$16.8M -$36.4K -663 -0.2%
AO
106
Advisor OS
Illinois
$16.4M +$12.5M +155,448 +322%
Lazard Asset Management
107
Lazard Asset Management
New York
$16.4M -$16.9M
BWL
108
Bogart Wealth LLC
Virginia
$16.3M +$1.47M +26,748 +10%
PI
109
Parkside Investments
Illinois
$14.9M +$13.8M +251,930 +1,251%
WPC
110
White Pine Capital
Minnesota
$14.8M +$1.62M +29,548 +12%
VHAM
111
Van Hulzen Asset Management
California
$14.4M +$4.51M +82,194 +46%
MGIA
112
Matthew Goff Investment Advisor
Texas
$14.4M +$414K +7,548 +3%
IDBONY
113
Israel Discount Bank of New York
New York
$14.4M -$541K -9,856 -4%
AC
114
Alley Company
Illinois
$14M +$243K +4,431 +2%
SW
115
SteelPeak Wealth
California
$14M +$41.4K +754 +0.3%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$13.7M +$346K +6,300 +3%
CFG
117
Cooper Financial Group
California
$13.5M +$904K +16,465 +7%
Citigroup
118
Citigroup
New York
$13.3M +$810K +14,756 +6%
KL
119
KWMG LLC
Kansas
$13.3M -$376K -6,847 -3%
AI
120
Atria Investments
North Carolina
$13.2M +$2.23M +40,594 +20%
FFN
121
Focus Financial Network
Minnesota
$13M +$3.49M +63,487 +37%
BFG
122
Beacon Financial Group
Texas
$12.9M +$810K +14,211 +7%
NAM
123
NTV Asset Management
West Virginia
$12.8M +$666K +12,130 +6%
WF
124
Welch & Forbes
Massachusetts
$12.6M +$4.59M +83,533 +57%
AW
125
ACG Wealth
Georgia
$12.6M +$7.47M +136,121 +147%