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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 %
RJT
151
Raymond James Trust
Florida
$9.54M +$1.68M +30,658 +21%
OQC
152
Optimum Quantvest Corp
Connecticut
$9.51M
APA
153
American Portfolios Advisors
New York
$9.36M +$1.01M +18,476 +12%
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$9.28M +$552K +10,050 +6%
PPA
155
Parametric Portfolio Associates
Washington
$9.11M
AP
156
Advisors Preferred
Maryland
$9.08M +$3.28M +59,660 +56%
PFG
157
PAX Financial Group
Texas
$9.03M +$222K +4,048 +3%
FCIM
158
Fairview Capital Investment Management
California
$8.95M -$247K -4,496 -3%
SAM
159
SP Asset Management
California
$8.91M +$6.66M +121,328 +296%
BIA
160
Bigelow Investment Advisors
Maine
$8.8M +$162K +2,952 +2%
SBWM
161
Sunflower Bank Wealth Management
Arizona
$8.8M +$261K +4,755 +3%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$8.7M
NEPWA
163
New England Private Wealth Advisors
Massachusetts
$8.68M +$44.6K +813 +0.5%
RFC
164
Regions Financial Corp
Alabama
$8.64M +$124K +2,251 +1%
FEG
165
Fund Evaluation Group
Ohio
$8.63M +$109K +1,987 +1%
FA
166
FDx Advisors
Illinois
$8.62M -$173K -3,150 -2%
FWIA
167
Fort Washington Investment Advisors
Ohio
$8.6M -$54.9K -1,000 -0.6%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$8.45M +$2.24M +40,724 +36%
RBA
169
Richard Bernstein Advisors
New York
$8.41M +$122K +2,228 +1%
RWM
170
Ritholtz Wealth Management
New York
$8.39M +$2.18M +39,762 +35%
KC
171
Kingfisher Capital
North Carolina
$8.37M +$8.37M +152,376 New
HPC
172
Hobart Private Capital
North Carolina
$8.36M +$2M +36,392 +31%
EDRIA
173
Edmonds Duncan Registered Investment Advisors
Kansas
$8.33M -$904K -16,462 -10%
RA
174
RFG Advisory
Alabama
$8.29M +$1.99M +36,197 +32%
Prudential Financial
175
Prudential Financial
New Jersey
$8.25M +$1.18M +21,487 +17%