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

119 hedge funds and large institutions have $472M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
30
Increased
45
Reduced
31
Closed
17
Calls
$198K
Puts
$93K
Net Calls
+$105K
Net Calls Change
+$76K

Top Buyers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$45.2M
2
Ameriprise
2
Ameriprise
Minnesota
$51.3M
3
TF
3
TIAA FSB
Florida
$14.9M
4
EWF
4
Epstein & White Financial
California
$9.03M
5
Morgan Stanley
5
Morgan Stanley
New York
$98.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$15K
2
Jane Street
2
Jane Street
New York
$4.16M
3
MLIC
3
Mandatum Life Insurance Company
Finland
$20.9M
4
MGIA
4
Matthew Goff Investment Advisor
Texas
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$3.23M +$2.65M +53,520 +460%
CFD
27
Creative Financial Designs
Indiana
$3.22M +$155K +3,132 +5%
Deutsche Bank
28
Deutsche Bank
Germany
$3M – – –
LI
29
LVZ Inc
Michigan
$2.92M +$150K +3,019 +5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.79M +$23.5K +474 +0.8%
BMM
31
Buffington Mohr McNeal
Idaho
$2.61M +$61.2K +1,235 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.55M -$4.09M -82,949 -62%
IIA
33
IPG Investment Advisors
California
$2.48M -$177K -3,569 -7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.39M -$589K -11,890 -20%
MIAN
35
Mariner Independent Advisor Network
Kansas
$2.38M +$2.38M +47,930 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.22M +$1.19M +24,065 +116%
KWA
37
KCS Wealth Advisory
California
$2.02M -$1.52M -30,779 -43%
BB
38
Busey Bank
Illinois
$1.87M +$1.87M +37,727 New
SPC
39
Sigma Planning Corp
Michigan
$1.86M -$101K -2,033 -5%
Wells Fargo
40
Wells Fargo
California
$1.8M +$267K +5,388 +17%
FIM
41
Freedom Investment Management
Connecticut
$1.78M +$522K +10,537 +42%
EPP
42
ETF Portfolio Partners
Kansas
$1.65M +$1.65M +33,297 New
JSA
43
Jacobson & Schmitt Advisors
Wisconsin
$1.62M +$84.1K +1,699 +5%
CI
44
Conning Inc
Connecticut
$1.39M -$1.1M -22,285 -44%
RIG
45
Roosevelt Investment Group
New York
$1.35M -$35.8K -722 -3%
PAG
46
Private Advisor Group
New Jersey
$1.21M +$420K +8,480 +53%
GWMIA
47
Global Wealth Management Investment Advisory
Florida
$1.17M +$1.17M +23,677 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.11M +$1.11M +22,346 New
PVH
49
Psagot Value Holdings
Israel
$1.07M -$154K -3,120 -13%
BWA
50
BDO Wealth Advisors
Florida
$1M +$1M +20,200 New
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