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

81 hedge funds and large institutions have $288M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
36
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MLIC
Mandatum Life Insurance Company
Finland
$54.3M
2
AssetMark Inc
AssetMark Inc
California
$25.6M
3
Ameriprise
Ameriprise
Minnesota
$22.5M
4
Morgan Stanley
Morgan Stanley
New York
$58.4M
5
CHP
Cable Hill Partners
Oregon
$3.52M

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.33M
2
PAG
Private Advisor Group
New Jersey
$461K
3
LI
LVZ Inc
Michigan
$606K
4
CIBC World Market
CIBC World Market
Ontario, Canada
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.35M +$546K +10,867 +68%
FTIOP
27
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.33M -$48.1M -956,619 -97%
SFFS
28
Stonehage Fleming Financial Services
Jersey
$1.19M +$199K +3,960 +20%
SXL
29
Summit X LLC
Missouri
$1.14M +$191K +3,775 +20%
HFS
30
HL Financial Services
Kentucky
$1.12M -$19K -377 -2%
FIM
31
Freedom Investment Management
Connecticut
$1.08M -$32.1K -638 -3%
SI
32
Scharf Investments
California
$1.06M -$80.5K -1,602 -7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$978K -$125K -2,477 -11%
DIA
34
Dana Investment Advisors
Wisconsin
$792K +$29.9K +595 +4%
SC
35
Scotia Capital
Ontario, Canada
$724K -$6.83K -136 -0.9%
CIA
36
Capital Investment Advisors
Georgia
$719K -$35K -696 -5%
APA
37
American Portfolios Advisors
New York
$655K +$655K +13,023 New
RIG
38
Roosevelt Investment Group
New York
$621K +$85.9K +1,708 +16%
LI
39
LVZ Inc
Michigan
$606K -$9.1M -181,102 -94%
JSA
40
Jacobson & Schmitt Advisors
Wisconsin
$575K -$435K -8,657 -43%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$569K +$421K +8,376 +283%
CAM
42
Cidel Asset Management
Ontario, Canada
$553K – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$552K +$63.2K +1,258 +13%
CCA
44
Clearwater Capital Advisors
Illinois
$535K +$535K +10,654 New
SIAM
45
Sterling Investment Advisors (Missouri)
Missouri
$507K +$3.22K +64 +0.6%
CA
46
Cetera Advisors
Colorado
$506K +$263K +5,226 +108%
Lido Advisors
47
Lido Advisors
California
$488K +$488K +9,711 New
PAG
48
Pinnacle Advisory Group
Maryland
$485K +$485K +9,655 New
PAG
49
Private Advisor Group
New Jersey
$461K -$13.2M -263,925 -97%
WLIM
50
White Lighthouse Investment Management
Massachusetts
$434K +$434K +8,629 New
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