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iShares 1-5 Year Investment Grade Corporate Bond ETF

612 hedge funds and large institutions have $8.13B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 266 increasing their positions, 187 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 37

42% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 187

5% more funds holding in top 10

Funds holding in top 10: 6265 (+3)

4% more funds holding

Funds holding: 589612 (+23)

3% more capital invested

Capital invested by funds: $7.86B → $8.13B (+$274M)

0.03% less ownership

Funds ownership: 66.62%66.59% (-0.03%)

Holders
612
Holders Change
+23
Holders Change %
+3.9%
% of All Funds
13.42%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.43%
New
65
Increased
266
Reduced
187
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$664M -$14.2M -264,521 -2%
Bank of America
2
Bank of America
North Carolina
$405M +$2.26M +42,279 +0.6%
JP Morgan Chase
3
JP Morgan Chase
New York
$394M +$12M +225,099 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$346M +$3.09M +57,719 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$338M -$11.8M -221,334 -3%
UBS Group
6
UBS Group
Switzerland
$287M -$31.8K -594 -0%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$257M
Ameriprise
8
Ameriprise
Minnesota
$252M +$920K +17,199 +0.4%
CSIA
9
Charles Schwab Investment Advisory
California
$224M +$27.1M +507,470 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$216M +$35.2M +657,869 +20%
Wells Fargo
11
Wells Fargo
California
$211M +$38.5M +719,484 +22%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$210M -$5.06M -94,642 -2%
Goldman Sachs
13
Goldman Sachs
New York
$206M +$1.38M +25,813 +0.7%
EWA
14
EP Wealth Advisors
California
$179M +$82.5M +1,542,103 +86%
AC
15
Allstate Corporation
Illinois
$153M +$7.26M +135,669 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$146M +$8.53M +159,396 +6%
Stifel Financial
17
Stifel Financial
Missouri
$125M +$3.48M +65,115 +3%
BlackRock
18
BlackRock
New York
$119M -$270M -5,044,150 -69%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$114M +$4.92M +91,960 +5%
KeyBank National Association
20
KeyBank National Association
Ohio
$110M +$1.92M +35,924 +2%
US Bancorp
21
US Bancorp
Minnesota
$110M +$12.4M +232,305 +13%
HCC
22
Hirtle Callaghan & Co
Pennsylvania
$99.5M
SI
23
Stephens Inc
Arkansas
$94.6M +$29.6M +553,849 +46%
FT
24
Fiduciary Trust
Massachusetts
$88.1M +$89.1K +1,666 +0.1%
CTB
25
Country Trust Bank
Illinois
$86.1M +$12.4M +231,030 +17%