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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

58 hedge funds and large institutions have $144M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+15
Holders Change %
+34.88%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
28
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$17.1M
2
Ameriprise
Ameriprise
Minnesota
$13.2M
3
Morgan Stanley
Morgan Stanley
New York
$34.9M
4
SC
Scotia Capital
Ontario, Canada
$4.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.97M

Top Sellers

1
EC
Estate Counselors
Wisconsin
$1.46M
2
AllianceBernstein
AllianceBernstein
Tennessee
$0
3
LPL Financial
LPL Financial
California
$2.04M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$21K
5
IWA
IBEX Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
26
Fiduciary Trust International of Pennsylvania
Pennsylvania
$721K +$721K +14,302 New
DIA
27
Dana Investment Advisors
Wisconsin
$697K +$23.2K +460 +3%
CAM
28
Cidel Asset Management
Ontario, Canada
$556K – – –
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$500K +$500K +9,924 New
JSA
30
Jacobson & Schmitt Advisors
Wisconsin
$490K +$490K +9,728 New
Citadel Advisors
31
Citadel Advisors
Florida
$483K +$483K +9,581 New
RJA
32
Raymond James & Associates
Florida
$410K – – –
RIG
33
Roosevelt Investment Group
New York
$378K +$378K +7,507 New
AG
34
Advisor Group
Arizona
$349K +$9.78K +194 +3%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$346K +$96.1K +1,906 +38%
BII
36
Bainco International Investors
Massachusetts
$252K +$252K +5,000 New
RCAG
37
Rehmann Capital Advisory Group
Michigan
$211K +$654 +13 +0.3%
SHWM
38
Smith & Howard Wealth Management
Georgia
$211K +$211K +4,191 New
SHIM
39
Stone House Investment Management
Pennsylvania
$208K +$208K +4,126 New
SPC
40
Sigma Planning Corp
Michigan
$206K +$206K +4,091 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$203K +$203K +4,031 New
CFD
42
Creative Financial Designs
Indiana
$121K +$121K +2,392 New
DIA
43
Davidson Investment Advisors
Montana
$84K +$66.8K +1,335 +387%
TWA
44
TCI Wealth Advisors
Arizona
$81K +$61.8K +1,221 +321%
APSP
45
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K +$60K +1,199 New
AF
46
Allworth Financial
California
$52K +$32.1K +640 +161%
Wells Fargo
47
Wells Fargo
California
$50K -$6.46K -128 -11%
ASN
48
Advisory Services Network
Georgia
$50K +$50K +996 New
Creative Planning
49
Creative Planning
Kansas
$50K +$50K +1,000 New
Citigroup
50
Citigroup
New York
$40K – – –
1
2
3