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iShares 1-5 Year Investment Grade Corporate Bond ETF

589 hedge funds and large institutions have $7.86B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 232 increasing their positions, 187 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+11
Holders Change %
+1.9%
% of All Funds
12.81%
Holding in Top 10
62
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.71%
% of All Funds
1.35%
New
61
Increased
232
Reduced
187
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MMI
1
Matson Money Inc
Ohio
$675M -$12.6M -235,061 -2%
Bank of America
2
Bank of America
North Carolina
$401M +$43.5M +814,714 +12%
BlackRock
3
BlackRock
New York
$388M -$308M -5,754,158 -44%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$380M +$340M +6,373,267 +859%
Morgan Stanley
5
Morgan Stanley
New York
$349M +$8.57M +160,322 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$341M -$6.67M -124,757 -2%
UBS Group
7
UBS Group
Switzerland
$286M -$10.1M -189,128 -3%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$257M
Ameriprise
9
Ameriprise
Minnesota
$251M +$134M +2,508,363 +115%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$214M +$4.01M +75,088 +2%
Goldman Sachs
11
Goldman Sachs
New York
$204M +$9.32M +174,395 +5%
CSIA
12
Charles Schwab Investment Advisory
California
$196M +$189M +3,532,740 +2,711%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$180M +$43.7M +818,107 +32%
Wells Fargo
14
Wells Fargo
California
$172M +$38.9M +728,291 +29%
AC
15
Allstate Corporation
Illinois
$145M +$82M +1,534,902 +131%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$137M +$34.3M +641,939 +33%
Stifel Financial
17
Stifel Financial
Missouri
$121M +$22.1M +412,765 +22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$108M +$2.57M +48,056 +2%
KeyBank National Association
19
KeyBank National Association
Ohio
$108M +$7.8M +146,015 +8%
HCC
20
Hirtle Callaghan & Co
Pennsylvania
$106M -$110M
US Bancorp
21
US Bancorp
Minnesota
$97.2M +$8.6M +160,836 +10%
EWA
22
EP Wealth Advisors
California
$96M +$96M +1,796,507 New
FT
23
Fiduciary Trust
Massachusetts
$87.7M +$559K +10,460 +0.6%
CTB
24
Country Trust Bank
Illinois
$73.4M +$3.43M +64,251 +5%
SL
25
Summitry LLC
California
$65.3M -$117K -2,188 -0.2%