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

68 hedge funds and large institutions have $306M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
14
Increased
36
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$49.7M
2
MGIA
2
Matthew Goff Investment Advisor
Texas
$11.4M
3
LI
3
LVZ Inc
Michigan
$9.78M
4
UBS Group
4
UBS Group
Switzerland
$10.2M
5
AssetMark Inc
5
AssetMark Inc
California
$18.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
EC
2
Estate Counselors
Wisconsin
$0
3
DADC
3
D.A. Davidson & Co
Montana
$0
4
BCM
4
Bluefin Capital Management
New York
$388K
5
SC
5
Scotia Capital
Ontario, Canada
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$204K +$204K +4,037 New
GWCM
52
Godshalk Welsh Capital Management
Pennsylvania
$202K +$202K +4,000 New
MA
53
MCF Advisors
Kentucky
$178K +$167K +3,285 +1,480%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$150K +$27K +532 +22%
ECM
55
Exchange Capital Management
Michigan
$125K +$15.2K +300 +14%
AF
56
Allworth Financial
California
$100K +$22.1K +438 +28%
TWA
57
TCI Wealth Advisors
Arizona
$83K – – –
RWG
58
Regal Wealth Group
California
$53K +$51 +1 +0.1%
BF
59
BOK Financial
Oklahoma
$51K +$51K +1,005 New
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48K +$48K +940 New
Citigroup
61
Citigroup
New York
$43K +$3.57K +71 +9%
GWM
62
Geneos Wealth Management
Colorado
$40K – – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$23K +$23K +448 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$20K +$101 +2 +0.5%
ASN
65
Advisory Services Network
Georgia
$14K -$28.8K -572 -67%
IA
66
IFP Advisors
Florida
$10K – – –
PA
67
Parallel Advisors
California
$4K – – –
Jane Street
68
Jane Street
New York
– -$3.69M -73,093 Closed
EC
69
Estate Counselors
Wisconsin
– -$1.82M -36,000 Closed
DADC
70
D.A. Davidson & Co
Montana
– -$1.74M -34,424 Closed
Wolverine Trading
71
Wolverine Trading
Illinois
– -$889K -17,594 Closed
Bank of New York Mellon
72
Bank of New York Mellon
New York
– -$747K -14,795 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– -$312K -6,183 Closed
DIA
74
Davidson Investment Advisors
Montana
– -$142K -2,812 Closed
Creative Planning
75
Creative Planning
Kansas
– -$51K -1,000 Closed
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