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iShares 1-5 Year Investment Grade Corporate Bond ETF

761 hedge funds and large institutions have $12B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 324 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+101
Holders Change %
+15.3%
% of All Funds
15.64%
Holding in Top 10
98
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+16.67%
% of All Funds
2.01%
New
145
Increased
324
Reduced
175
Closed
39
Calls
$492K
Puts
$202K
Net Calls
+$290K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
RMDI
201
R.M. Davis Inc
Maine
$6M +$1.2M +21,927 +25%
PFM
202
Peak Financial Management
Massachusetts
$6M +$43.7K +799 +0.7%
AAM
203
Autus Asset Management
Arizona
$5.86M +$657 +12 +0%
PAG
204
Private Advisor Group
New Jersey
$5.84M -$1.36M -24,769 -19%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$5.83M +$199K +3,630 +4%
AP
206
Advisors Preferred
Maryland
$5.78M +$1.38M +25,220 +31%
WR
207
Watson Rebecca
$5.77M +$156K +2,856 +3%
FPGK
208
Financial Partners Group (Kansas)
Kansas
$5.74M +$5.74M +104,933 New
SHIM
209
Stone House Investment Management
Pennsylvania
$5.68M +$5.68M +103,750 New
OC
210
Oppenheimer & Co
New York
$5.66M -$271K -4,950 -5%
SFG
211
Sage Financial Group
Pennsylvania
$5.64M -$549K -10,038 -9%
PR
212
Payden & Rygel
California
$5.63M +$220K +4,020 +4%
Ensign Peak Advisors
213
Ensign Peak Advisors
Utah
$5.47M +$5.47M +100,000 New
MFG
214
Menard Financial Group
Texas
$5.46M +$5.46M +99,875 New
CAAS
215
Capital Asset Advisory Services
Michigan
$5.46M +$2.89M +52,476 +112%
HGWM
216
Horst & Graben Wealth Management
Oregon
$5.45M +$5.45M +99,629 New
SWP
217
Strategic Wealth Partners
Ohio
$5.35M +$5.35M +97,801 New
GCA
218
Greenwood Capital Associates
South Carolina
$5.3M -$331K -6,057 -6%
PFP
219
Pinnacle Financial Partners
Tennessee
$5.29M +$852K +15,575 +19%
SIC
220
Shoker Investment Counsel
Ohio
$5.28M +$2.75M +50,345 +109%
LWA
221
Lineweaver Wealth Advisors
Ohio
$5.16M +$5.16M +94,253 New
GIM
222
Goelzer Investment Management
Indiana
$5.11M +$1.78M +32,512 +53%
GWM
223
Geneos Wealth Management
Colorado
$5.11M +$1.81M +33,138 +55%
PBO
224
Peoples Bank (Ohio)
Ohio
$5.09M +$130K +2,383 +3%
ERIM
225
Eagle Ridge Investment Management
Connecticut
$5.07M -$17.1K -313 -0.3%