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

93 hedge funds and large institutions have $369M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
42
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MLIC
Mandatum Life Insurance Company
Finland
$61.9M
2
Morgan Stanley
Morgan Stanley
New York
$87.1M
3
ACM
Advisors Capital Management
New Jersey
$7.62M
4
RJA
Raymond James & Associates
Florida
$6.03M
5
UBS Group
UBS Group
Switzerland
$13.6M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$482K
2
Bank of America
Bank of America
North Carolina
$31.9M
3
MGIA
Matthew Goff Investment Advisor
Texas
$0
4
Creative Planning
Creative Planning
Kansas
$0
5
AssetMark Inc
AssetMark Inc
California
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
26
Summit X LLC
Missouri
$2.46M +$463K +9,332 +23%
CWM
27
Cornerstone Wealth Management
Missouri
$2.33M +$2.33M +115,458 New
BMM
28
Buffington Mohr McNeal
Idaho
$2.28M +$719K +14,482 +46%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$1.65M +$23.5K +474 +1%
LI
30
LVZ Inc
Michigan
$1.4M +$775K +15,610 +125%
Wells Fargo
31
Wells Fargo
California
$1.38M +$451K +9,097 +49%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.3M -$844K -17,019 -39%
IP
33
Intellectus Partners
California
$1.29M -$2.45M -49,300 -65%
FIM
34
Freedom Investment Management
Connecticut
$1.23M -$608K -12,245 -33%
RIG
35
Roosevelt Investment Group
New York
$1.16M +$223K +4,500 +24%
JSA
36
Jacobson & Schmitt Advisors
Wisconsin
$1.1M +$383K +7,727 +54%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.09M -$29.3K -591 -3%
PVH
38
Psagot Value Holdings
Israel
$1.07M -$280K -5,636 -21%
SI
39
Scharf Investments
California
$1.01M +$38.7K +781 +4%
VF
40
Virtu Financial
New York
$824K +$824K +16,605 New
DIA
41
Dana Investment Advisors
Wisconsin
$818K +$27K +545 +3%
Goldman Sachs
42
Goldman Sachs
New York
$685K – – –
APA
43
American Portfolios Advisors
New York
$680K -$34.3K -692 -5%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$677K – – –
SFFS
45
Stonehage Fleming Financial Services
Jersey
$632K -$647K -13,043 -51%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$626K +$626K +12,613 New
SHIM
47
Stone House Investment Management
Pennsylvania
$568K -$12.2K -246 -2%
CAM
48
Cidel Asset Management
Ontario, Canada
$546K – – –
MML Investors Services
49
MML Investors Services
Massachusetts
$516K -$63.2K -1,272 -11%
ADL
50
Asset Dedication LLC
California
$514K +$9.84K +198 +2%
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