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

81 hedge funds and large institutions have $288M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
36
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MLIC
Mandatum Life Insurance Company
Finland
$54.3M
2
AssetMark Inc
AssetMark Inc
California
$25.6M
3
Ameriprise
Ameriprise
Minnesota
$22.5M
4
Morgan Stanley
Morgan Stanley
New York
$58.4M
5
CHP
Cable Hill Partners
Oregon
$3.52M

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.33M
2
PAG
Private Advisor Group
New Jersey
$461K
3
LI
LVZ Inc
Michigan
$606K
4
CIBC World Market
CIBC World Market
Ontario, Canada
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$352K +$338K +6,730 +2,421%
CA
52
Calton & Associates
Florida
$347K +$347K +6,928 New
BCM
53
Bluefin Capital Management
New York
$337K -$47.6K -949 -12%
HA
54
Harborview Advisors
Maine
$312K +$312K +6,210 New
RCAG
55
Rehmann Capital Advisory Group
Michigan
$310K +$91.4K +1,820 +42%
AG
56
Advisor Group
Arizona
$309K -$100K -1,990 -24%
GKWIM
57
Gerber Kawasaki Wealth & Investment Management
California
$298K -$80.4K -1,600 -21%
IH
58
IFC Holdings
Florida
$286K -$28.2K -567 -9%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$286K +$82.9K +1,647 +41%
MA
60
MCF Advisors
Kentucky
$252K +$76K +1,514 +43%
BII
61
Bainco International Investors
Massachusetts
$249K – – –
ADL
62
Asset Dedication LLC
California
$246K +$246K +4,897 New
MWM
63
Mission Wealth Management
California
$215K – – –
ECM
64
Exchange Capital Management
Michigan
$151K +$27.1K +540 +22%
AF
65
Allworth Financial
California
$117K +$17.1K +339 +17%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114K +$66.9K +1,337 +142%
Citigroup
67
Citigroup
New York
$110K +$66.9K +1,329 +155%
TWA
68
TCI Wealth Advisors
Arizona
$89K +$6.77K +135 +8%
PWM
69
Paulson Wealth Management
Illinois
$85K +$85K +1,692 New
FAAS
70
First Allied Advisory Services
California
$64K +$64K +1,262 New
RWG
71
Regal Wealth Group
California
$50K -$2.1K -42 -4%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$46K +$26.2K +524 +132%
GWM
73
Geneos Wealth Management
Colorado
$40K – – –
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$23K – – –
1IA
75
1834 Investment Advisors
Wisconsin
$20K +$20K +400 New
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