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iShares 1-5 Year Investment Grade Corporate Bond ETF

660 hedge funds and large institutions have $8.24B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 255 reducing their positions, and 73 closing their positions.

Holders
660
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
14.58%
Holding in Top 10
84
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.53%
% of All Funds
1.86%
New
84
Increased
226
Reduced
255
Closed
73
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
-$236K
Name Market Value Shares Shares
Change
Shares
Change %
MMI
1
Matson Money Inc
Ohio
$626M 11,974,955 -107,778 -0.9%
BlackRock
2
BlackRock
New York
$379M 7,234,406 +4,196,584 +138%
Charles Schwab
3
Charles Schwab
California
$359M 6,850,117 +6,850,117 New
Bank of America
4
Bank of America
North Carolina
$349M 6,668,545 -1,053,443 -14%
Morgan Stanley
5
Morgan Stanley
New York
$301M 5,753,471 -663,914 -10%
Ameriprise
6
Ameriprise
Minnesota
$257M 4,855,270 -88,539 -2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$257M 4,689,151
UBS Group
8
UBS Group
Switzerland
$251M 4,785,774 -154,436 -3%
EWA
9
EP Wealth Advisors
California
$226M 4,311,368 +368,137 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$210M 4,014,209 -97,892 -2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$210M 4,004,027 +156,969 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$207M 3,948,693 -117,744 -3%
Wells Fargo
13
Wells Fargo
California
$203M 3,876,933 -262,182 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$158M 3,009,953 +21,818 +0.7%
Goldman Sachs
15
Goldman Sachs
New York
$153M 2,923,926 -526,143 -15%
Millennium Management
16
Millennium Management
New York
$144M 2,751,527 +2,600,781 +1,725%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$117M 2,242,765 -83,009 -4%
KeyBank National Association
18
KeyBank National Association
Ohio
$110M 2,097,941 +17,564 +0.8%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
Stifel Financial
20
Stifel Financial
Missouri
$90.2M 1,721,382 -558,331 -24%
FT
21
Fiduciary Trust
Massachusetts
$85.4M 1,630,303 +4,028 +0.2%
AC
22
Allstate Corporation
Illinois
$84.8M 1,619,258 -778,557 -32%
SI
23
Stephens Inc
Arkansas
$78.7M 1,502,994 -310,092 -17%
Truist Financial
24
Truist Financial
North Carolina
$72.4M 1,382,971 +349,293 +34%
US Bancorp
25
US Bancorp
Minnesota
$72.3M 1,381,582 -481,279 -26%