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iShares 1-5 Year Investment Grade Corporate Bond ETF

472 hedge funds and large institutions have $7.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 175 increasing their positions, 190 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

3% more funds holding

Funds holding: 458472 (+14)

1.2% more ownership

Funds ownership: 136.99%138.19% (+1.2%)

2% more capital invested

Capital invested by funds: $7.14B → $7.3B (+$158M)

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

8% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 190

Holders
472
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
12.6%
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.95%
New
42
Increased
175
Reduced
190
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$505M +$5.4M +102,336 +1%
BlackRock
2
BlackRock
New York
$499M +$291K +5,506 +0.1%
Bank of America
3
Bank of America
North Carolina
$462M +$21.5M +406,360 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$390M -$44M -834,000 -10%
UBS Group
5
UBS Group
Switzerland
$366M +$19.7M +372,240 +6%
Wells Fargo
6
Wells Fargo
California
$359M -$2.61M -49,414 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$348M -$9.16M -173,450 -3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$290M +$11.2M +212,950 +4%
Goldman Sachs
9
Goldman Sachs
New York
$221M -$543K -10,280 -0.2%
SR
10
Swiss Re
Switzerland
$161M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$132M +$131M +2,479,648 New
Members Trust
12
Members Trust
Florida
$117M +$116M +2,198,524 New
BIT
13
BlackRock Institutional Trust
California
$116M
FT
14
Fiduciary Trust
Massachusetts
$113M -$4.57M -86,610 -4%
BIM
15
BlackRock Investment Management
Delaware
$105M +$7.14M +135,160 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$102M -$17.9M -338,660 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$101M +$13.3M +252,030 +15%
KeyBank National Association
18
KeyBank National Association
Ohio
$98.3M -$8.54M -161,714 -8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$96.8M +$412K +7,800 +0.4%
UCFA
20
United Capital Financial Advisors
Texas
$74.9M -$21.1M -398,806 -22%
MG
21
Mather Group
Illinois
$71.2M +$3.9M +73,972 +6%
LPL Financial
22
LPL Financial
California
$68.1M -$78.6M -1,489,198 -54%
SB
23
Suntrust Banks
Georgia
$56.6M -$2.6M -49,202 -4%
EMA
24
Efficient Market Advisors
California
$53.8M +$25.5M +482,502 +91%
BFA
25
BlackRock Fund Advisors
California
$52.5M +$711K +13,472 +1%