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iShares 1-5 Year Investment Grade Corporate Bond ETF

887 hedge funds and large institutions have $16.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 384 increasing their positions, 237 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+101
Holders Change %
+12.85%
% of All Funds
15.74%
Holding in Top 10
114
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.54%
% of All Funds
2.02%
New
145
Increased
384
Reduced
237
Closed
29
Calls
Puts
$778K
Net Calls
-$778K
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Shares
Change %
GIM
201
Goelzer Investment Management
Indiana
$8.09M +$696K +12,615 +9%
AR
202
Advisory Research
Illinois
$8.04M +$4.02M +72,895 +100%
SCA
203
Snowden Capital Advisors
New York
$7.96M +$603K +10,938 +8%
SWMP
204
Signature Wealth Management Partners
New Jersey
$7.86M +$7.86M +142,400 New
JFA
205
Johanson Financial Advisors
California
$7.73M -$277K -5,023 -3%
FA
206
FDx Advisors
Illinois
$7.48M -$1.18M -21,336 -14%
MWM
207
Mascoma Wealth Management
New Hampshire
$7.42M +$7.42M +134,450 New
PBO
208
Peoples Bank (Ohio)
Ohio
$7.4M +$1.11M +20,038 +18%
SIC
209
Shoker Investment Counsel
Ohio
$7.33M +$885K +16,049 +14%
AP
210
Advisors Preferred
Maryland
$7.16M -$1.97M -35,650 -22%
AC
211
Abbrea Capital
California
$7.13M -$255K -4,630 -3%
HGWM
212
Horst & Graben Wealth Management
Oregon
$7.11M -$269K -4,868 -4%
PFM
213
Peak Financial Management
Massachusetts
$7.04M +$554K +10,049 +9%
SPIA
214
Steward Partners Investment Advisory
New York
$6.99M +$1.2M +21,668 +21%
Northern Trust
215
Northern Trust
Illinois
$6.97M +$449K +813,322 +7%
GM
216
GeoWealth Management
Illinois
$6.95M -$2.93K -53 -0%
HFA
217
High Falls Advisors
New York
$6.92M +$2.35M +42,612 +51%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$6.91M +$185K +3,355 +3%
PAG
219
Private Advisor Group
New Jersey
$6.87M +$670K +12,149 +11%
SCA
220
Stillwater Capital Advisors
Pennsylvania
$6.85M +$5.47M +99,110 +397%
PCM
221
Pointe Capital Management
Michigan
$6.71M +$30.7K +556 +0.5%
SAS
222
Sage Advisory Services
Texas
$6.69M +$1.66M +30,019 +33%
FPGK
223
Financial Partners Group (Kansas)
Kansas
$6.67M -$58.2K -1,055 -0.9%
WF
224
Williams Financial
Vermont
$6.59M +$6.59M +119,514 New
ANTB
225
AMG National Trust Bank
Colorado
$6.57M -$24.3K -440 -0.4%