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iShares 1-5 Year Investment Grade Corporate Bond ETF

551 hedge funds and large institutions have $7.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 140.76%141.29% (+0.53%)

1% less capital invested

Capital invested by funds: $7.29B → $7.25B (-$45.8M)

2% less funds holding in top 10

Funds holding in top 10: 6261 (-1)

2% less funds holding

Funds holding: 565551 (-14)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

43% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 263

Holders
551
Holders Change
-14
Holders Change %
-2.48%
% of All Funds
12.61%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.4%
New
43
Increased
149
Reduced
263
Closed
52
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$757M -$6.22M -120,032 -0.8%
MMI
2
Matson Money Inc
Ohio
$675M +$17.3M +333,378 +3%
Morgan Stanley
3
Morgan Stanley
New York
$406M +$58.8M +1,133,664 +17%
Bank of America
4
Bank of America
North Carolina
$366M -$20.4M -392,858 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$354M -$12.3M -236,708 -3%
Goldman Sachs
6
Goldman Sachs
New York
$323M +$78.2M +1,508,554 +32%
UBS Group
7
UBS Group
Switzerland
$276M -$46.2M -890,892 -14%
LMGAM
8
Liberty Mutual Group Asset Management
Massachusetts
$243M +$106M +2,051,066 +78%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$219M -$7.6M -146,524 -3%
Wells Fargo
10
Wells Fargo
California
$175M -$40.6M -783,280 -19%
SR
11
Swiss Re
Switzerland
$172M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$120M +$62.5M +1,205,128 +109%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$112M -$9.28M -178,938 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$109M -$4.92M -94,838 -4%
HCC
15
Hirtle Callaghan & Co
Pennsylvania
$98.8M
Stifel Financial
16
Stifel Financial
Missouri
$95.2M +$3.91M +75,428 +4%
KeyBank National Association
17
KeyBank National Association
Ohio
$93.7M -$996K -19,206 -1%
UCFA
18
United Capital Financial Advisors
Texas
$83.8M -$5.94M -114,538 -7%
US Bancorp
19
US Bancorp
Minnesota
$75.8M -$2.24M -43,170 -3%
HPC
20
HM Payson & Co
Maine
$66.8M +$3.26M +62,926 +5%
SL
21
Summitry LLC
California
$60.7M +$292K +5,628 +0.5%
FT
22
Fiduciary Trust
Massachusetts
$53.6M -$1.26M -24,322 -2%
SI
23
Stephens Inc
Arkansas
$52.8M +$52.7M +1,017,592 New
DIP
24
DT Investment Partners
Pennsylvania
$52.4M +$44M +848,470 +526%
Jane Street
25
Jane Street
New York
$51.5M +$48.8M +941,296 +1,822%