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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
+$5.81M
5
UBS Group
UBS Group
Switzerland
+$4.94M

Top Sellers

1
MLIC
Mandatum Life Insurance Company
Finland
-$22.3M
2
Bank of America
Bank of America
North Carolina
-$6.07M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.78M
4
FCIM
Fairview Capital Investment Management
California
-$2.67M
5
CWM
Cornerstone Wealth Management
Missouri
-$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$740K +$113K +2,282 +18%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$739K +$62.2K +1,251 +9%
CNB
53
Camden National Bank
Maine
$688K +$255K +5,135 +59%
Goldman Sachs
54
Goldman Sachs
New York
$686K – – –
SFFS
55
Stonehage Fleming Financial Services
Jersey
$632K – – –
BAM
56
Berkshire Asset Management
Pennsylvania
$603K +$603K +12,138 New
SHIM
57
Stone House Investment Management
Pennsylvania
$602K +$33.3K +670 +6%
TA
58
Townsend & Associates
Colorado
$598K +$598K +12,037 New
AG
59
Advisor Group
Arizona
$579K +$189K +3,811 +49%
OMC
60
Old Mission Capital
Illinois
$578K +$578K +11,640 New
CFGS
61
Concourse Financial Group Securities
Alabama
$565K +$565K +11,376 New
MML Investors Services
62
MML Investors Services
Massachusetts
$547K +$30.8K +620 +6%
CAM
63
Cidel Asset Management
Ontario, Canada
$546K – – –
APA
64
American Portfolios Advisors
New York
$530K -$150K -3,027 -22%
BIA
65
Biondo Investment Advisors
Pennsylvania
$511K +$81.7K +1,645 +19%
ADL
66
Asset Dedication LLC
California
$504K -$10.3K -208 -2%
LTI
67
Laffer Tengler Investments
Tennessee
$489K -$4.32K -87 -0.9%
CCA
68
Clearwater Capital Advisors
Illinois
$427K -$1.59K -32 -0.4%
WLIM
69
White Lighthouse Investment Management
Massachusetts
$394K -$37.2K -750 -9%
SIAM
70
Sterling Investment Advisors (Missouri)
Missouri
$394K +$2.53K +51 +0.6%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$385K +$17.9K +361 +5%
Stifel Financial
72
Stifel Financial
Missouri
$373K +$373K +7,511 New
MCM
73
Monument Capital Management
Virginia
$339K +$339K +6,829 New
SHCM
74
Stokes & Hubbell Capital Management
Louisiana
$337K +$18.9K +380 +6%
SS
75
Simplicity Solutions
Minnesota
$334K +$334K +6,727 New
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