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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
WA
126
Wilshire Advisors
California
$5.65M -$34.9K -674 -0.6%
NEPWA
127
New England Private Wealth Advisors
Massachusetts
$5.62M +$27.8K +536 +0.5%
OC
128
Oppenheimer & Co
New York
$5.58M +$401K +7,744 +8%
BUB
129
BBVA USA Bancshares
Texas
$5.54M +$558K +10,760 +11%
WA
130
Wealthstar Advisors
Texas
$5.35M -$20.1K -388 -0.4%
BAC
131
Boys Arnold & Co
North Carolina
$5.27M -$141K -2,726 -3%
JCM
132
Janney Capital Management
Pennsylvania
$5.24M +$3.13M +60,292 +148%
TC
133
Telemus Capital
Michigan
$5.18M +$230K +4,446 +5%
WCM
134
Windsor Capital Management
Arizona
$5.12M -$575K -11,086 -10%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$5.1M -$102K -1,968 -2%
BIA
136
Bigelow Investment Advisors
Maine
$5.06M -$579K -11,162 -10%
IWC
137
Integrated Wealth Concepts
Massachusetts
$5.03M -$30.4K -586 -0.6%
VFA
138
Voya Financial Advisors
Connecticut
$4.87M -$51.1K -986 -1%
B
139
Bailard
California
$4.85M -$96.2K -1,856 -2%
HFS
140
HL Financial Services
Kentucky
$4.64M -$860K -16,594 -16%
SAS
141
Stelac Advisory Services
New York
$4.6M +$296K +5,720 +7%
AG
142
Advisor Group
Arizona
$4.53M +$57.3K +1,106 +1%
SBH
143
Segall Bryant & Hamill
Illinois
$4.42M +$4.18M +80,660 +1,753%
ECM
144
Evergreen Capital Management
Washington
$4.34M -$82.7K -1,596 -2%
Betterment LLC
145
Betterment LLC
New York
$4.29M +$266K +5,138 +7%
LG
146
LaFleur & Godfrey
Michigan
$4.28M -$258K -4,980 -6%
CTA
147
Chesley Taft & Associates
Illinois
$4.21M -$540K -10,424 -11%
Citadel Advisors
148
Citadel Advisors
Florida
$4.2M +$3.01M +58,072 +253%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$4.04M +$8.08M +155,916 New
AT
150
Arden Trust
Delaware
$4.02M +$39.5K +762 +1%