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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 %
CS
126
Comerica Securities
Michigan
$12.3M +$1.26M +23,028 +11%
FFG
127
Fullen Financial Group
Ohio
$12.3M +$195K +3,546 +2%
PPW
128
Parcion Private Wealth
Washington
$12M +$1.76M +32,142 +17%
SC
129
Scotia Capital
Ontario, Canada
$11.9M +$176K +3,198 +1%
SAS
130
Stelac Advisory Services
New York
$11.7M -$536K -9,760 -4%
ST
131
Sabal Trust
Florida
$11.4M +$302K +5,500 +3%
DAM
132
Delta Asset Management
Tennessee
$11.3M +$1.71M +31,060 +18%
WT
133
Whittier Trust
California
$11.2M -$409K -7,458 -4%
CA
134
Cetera Advisors
Colorado
$11.2M +$691K +12,583 +7%
CISOA
135
Capital Investment Services of America
Wisconsin
$11.1M -$4.94K -90 -0%
AIMU
136
Allianz Investment Management US
Minnesota
$11.1M
SWP
137
Summit Wealth Partners
Florida
$10.6M +$957K +17,427 +10%
MNG
138
Manning & Napier Group
New York
$10.5M -$10.7M
B
139
Barings
North Carolina
$10.5M -$3.68M -67,000 -26%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$10.5M +$5M +91,000 +91%
SFG
141
StrategIQ Financial Group
Indiana
$10.4M +$2.25M +40,908 +27%
BCM
142
Brookstone Capital Management
Illinois
$10.4M -$1.55M -28,287 -13%
GCA
143
Greenwood Capital Associates
South Carolina
$10.4M +$5.07M +92,311 +95%
FCA
144
FLC Capital Advisors
California
$10.4M +$3.42M +62,179 +49%
Mitsubishi UFJ Trust & Banking
145
Mitsubishi UFJ Trust & Banking
Japan
$10.3M
NFA
146
Nationwide Fund Advisors
Ohio
$10.2M
Betterment LLC
147
Betterment LLC
New York
$10M +$433K +7,878 +5%
C1AG
148
Client 1st Advisory Group
Florida
$9.83M +$3.76M +68,544 +62%
Franklin Resources
149
Franklin Resources
California
$9.82M -$423K -7,700 -4%
MPM
150
Meritage Portfolio Management
Kansas
$9.72M +$872K +15,885 +10%