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

68 hedge funds and large institutions have $306M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
14
Increased
36
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$49.7M
2
MGIA
2
Matthew Goff Investment Advisor
Texas
$11.4M
3
LI
3
LVZ Inc
Michigan
$9.78M
4
UBS Group
4
UBS Group
Switzerland
$10.2M
5
AssetMark Inc
5
AssetMark Inc
California
$18.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
EC
2
Estate Counselors
Wisconsin
$0
3
DADC
3
D.A. Davidson & Co
Montana
$0
4
BCM
4
Bluefin Capital Management
New York
$388K
5
SC
5
Scotia Capital
Ontario, Canada
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$1.12M +$64.2K +1,269 +6%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.11M +$108K +2,132 +11%
CFD
28
Creative Financial Designs
Indiana
$1.02M +$615K +12,143 +151%
JSA
29
Jacobson & Schmitt Advisors
Wisconsin
$1.02M +$321K +6,338 +46%
SFFS
30
Stonehage Fleming Financial Services
Jersey
$1M – – –
SXL
31
Summit X LLC
Missouri
$955K +$175K +3,439 +22%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$806K -$2.23K -44 -0.3%
DIA
33
Dana Investment Advisors
Wisconsin
$768K -$3.29K -65 -0.4%
CIA
34
Capital Investment Advisors
Georgia
$760K -$24.8K -489 -3%
SC
35
Scotia Capital
Ontario, Canada
$736K -$988K -19,517 -57%
TF
36
TIAA FSB
Florida
$622K +$622K +12,283 New
CAM
37
Cidel Asset Management
Ontario, Canada
$557K – – –
RIG
38
Roosevelt Investment Group
New York
$539K +$22.9K +453 +4%
SIAM
39
Sterling Investment Advisors (Missouri)
Missouri
$507K +$2.58K +51 +0.5%
MML Investors Services
40
MML Investors Services
Massachusetts
$492K +$102K +2,025 +26%
AG
41
Advisor Group
Arizona
$412K +$253 +5 +0.1%
BCM
42
Bluefin Capital Management
New York
$388K -$1.07M -21,131 -73%
GKWIM
43
Gerber Kawasaki Wealth & Investment Management
California
$380K +$1.51K +30 +0.4%
IH
44
IFC Holdings
Florida
$318K +$318K +6,316 New
BAM
45
Belpointe Asset Management
Nevada
$258K +$258K +5,100 New
BII
46
Bainco International Investors
Massachusetts
$253K – – –
CA
47
Cetera Advisors
Colorado
$245K +$245K +4,830 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$230K +$230K +4,547 New
RCAG
49
Rehmann Capital Advisory Group
Michigan
$220K +$1.11K +22 +0.5%
MWM
50
Mission Wealth Management
California
$216K +$216K +4,274 New
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