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

107 hedge funds and large institutions have $414M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
2.45%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
49
Reduced
20
Closed
9
Calls
$75K
Puts
$46K
Net Calls
+$29K
Net Calls Change
+$29K

Top Buyers

1
Jane Street
Jane Street
New York
$23.4M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.1M
3
MGIA
Matthew Goff Investment Advisor
Texas
$9.58M
4
Morgan Stanley
Morgan Stanley
New York
$93M
5
UBS Group
UBS Group
Switzerland
$18.6M

Top Sellers

1
MLIC
Mandatum Life Insurance Company
Finland
$39.6M
2
Bank of America
Bank of America
North Carolina
$25.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.8M
4
FCIM
Fairview Capital Investment Management
California
$2.79M
5
CWM
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
26
Fairview Capital Investment Management
California
$2.79M -$2.67M -53,775 -49%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.77M -$507K -10,220 -15%
LI
28
LVZ Inc
Michigan
$2.77M +$1.37M +27,760 +99%
IIA
29
IPG Investment Advisors
California
$2.67M +$195K +3,926 +8%
BMM
30
Buffington Mohr McNeal
Idaho
$2.55M +$272K +5,485 +12%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.52M +$1.22M +24,605 +94%
CI
32
Conning Inc
Connecticut
$2.5M – – –
TIM
33
Tortoise Investment Management
New York
$2.43M +$2.24M +45,125 +1,178%
SPC
34
Sigma Planning Corp
Michigan
$1.97M -$1.53M -30,793 -44%
LFPWM
35
Leicht Financial Planning & Wealth Management
New Jersey
$1.77M +$1.77M +35,536 New
JSA
36
Jacobson & Schmitt Advisors
Wisconsin
$1.54M +$444K +8,944 +40%
Wells Fargo
37
Wells Fargo
California
$1.54M +$162K +3,266 +12%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.47M -$181K -3,646 -11%
RIG
39
Roosevelt Investment Group
New York
$1.39M +$222K +4,473 +19%
FIM
40
Freedom Investment Management
Connecticut
$1.26M +$24.8K +500 +2%
PVH
41
Psagot Value Holdings
Israel
$1.23M +$166K +3,334 +16%
IP
42
Intellectus Partners
California
$1.14M -$150K -3,017 -12%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.11M +$13.8K +277 +1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.03M +$1.03M +20,727 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$969K +$969K +19,512 New
EIA
46
Eldridge Investment Advisors
New Hampshire
$842K +$842K +17,000 New
SI
47
Scharf Investments
California
$836K -$174K -3,507 -17%
PAG
48
Private Advisor Group
New Jersey
$790K +$307K +6,172 +63%
DIA
49
Dana Investment Advisors
Wisconsin
$785K -$33.5K -675 -4%
CA
50
Cetera Advisors
Colorado
$752K +$523K +10,526 +228%
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