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iShares 0-5 Year Investment Grade Corporate Bond ETF

153 hedge funds and large institutions have $620M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
18
Increased
56
Reduced
57
Closed
10
Calls
$46K
Puts
$53K
Net Calls
-$7K
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$6.66M -$104K -2,077 -2%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.96M +$5.96M +288,295 New
LI
28
LVZ Inc
Michigan
$5.87M +$4.86M +96,984 +483%
BMM
29
Buffington Mohr McNeal
Idaho
$5.18M +$288K +5,742 +6%
TIA
30
Traphagen Investment Advisors
New Jersey
$5.02M -$8.89M -177,288 -64%
WFM
31
Wolff Financial Management
Michigan
$4.93M +$1.6M +31,881 +48%
EVM
32
Eaton Vance Management
Massachusetts
$4.84M -$737K -14,700 -13%
FIM
33
Freedom Investment Management
Connecticut
$4.83M -$702K -13,691 -13%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$4.74M +$2.61M +51,982 +122%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$4.63M +$1.41M +28,216 +44%
TIM
36
Tortoise Investment Management
New York
$4.12M -$3.76M -75,057 -48%
Deutsche Bank
37
Deutsche Bank
Germany
$3.68M +$357K +7,129 +11%
GWMIA
38
Global Wealth Management Investment Advisory
Florida
$3.63M -$610K -12,159 -14%
PAG
39
Private Advisor Group
New Jersey
$3.63M +$2.73M +54,477 +305%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$3.51M +$572K +11,403 +19%
BI
41
Bramshill Investments
Florida
$3.39M +$3.39M +67,676 New
CFGS
42
Concourse Financial Group Securities
Alabama
$3.04M +$80.7K +1,610 +3%
AWM
43
AE Wealth Management
Kansas
$2.67M -$431K -8,590 -14%
HighTower Advisors
44
HighTower Advisors
Illinois
$2.62M -$73.1K -1,453 -3%
CNB
45
Camden National Bank
Maine
$2.52M +$550K +10,977 +28%
SS
46
Simplicity Solutions
Minnesota
$2.47M -$544K -10,858 -18%
SC
47
Scotia Capital
Ontario, Canada
$2.41M -$201K -4,003 -8%
SPC
48
Sigma Planning Corp
Michigan
$2.29M +$293K +5,833 +15%
SHWM
49
Smith & Howard Wealth Management
Georgia
$2.06M -$6.61M -131,713 -76%
SXL
50
Summit X LLC
Missouri
$1.98M +$781K +15,543 +65%