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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 %
BAM
51
Berkshire Asset Management
Pennsylvania
$979K +$378K +7,620 +63%
Wolverine Trading
52
Wolverine Trading
Illinois
$786K +$786K +15,880 New
CFGS
53
Concourse Financial Group Securities
Alabama
$729K +$166K +3,359 +30%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$724K -$11.8K -238 -2%
CNB
55
Camden National Bank
Maine
$708K +$21.3K +430 +3%
Goldman Sachs
56
Goldman Sachs
New York
$694K +$9.56K +193 +1%
TA
57
Townsend & Associates
Colorado
$659K +$63.2K +1,276 +11%
AG
58
Advisor Group
Arizona
$655K +$78.4K +1,586 +14%
MCM
59
Monument Capital Management
Virginia
$616K +$278K +5,607 +82%
ATC
60
Argent Trust Co
Tennessee
$597K +$597K +12,058 New
FTUS
61
Flow Traders U.S.
New York
$585K +$585K +11,806 New
MML Investors Services
62
MML Investors Services
Massachusetts
$570K +$24.9K +503 +5%
SHIM
63
Stone House Investment Management
Pennsylvania
$566K -$34.6K -698 -6%
AWM
64
Alterna Wealth Management
Texas
$565K +$565K +11,402 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$537K -$200K -4,046 -27%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$517K +$517K +10,436 New
WFM
67
Wolff Financial Management
Michigan
$504K +$504K +10,182 New
SHCM
68
Stokes & Hubbell Capital Management
Louisiana
$502K +$166K +3,350 +49%
BIA
69
Biondo Investment Advisors
Pennsylvania
$501K -$8.41K -170 -2%
APA
70
American Portfolios Advisors
New York
$500K -$28.9K -584 -5%
Allianz Asset Management
71
Allianz Asset Management
Germany
$493K +$217K +4,389 +79%
CAM
72
Cidel Asset Management
Ontario, Canada
$482K -$546K -11,003 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$476K -$630K -12,706 -57%
NFG
74
Next Financial Group
Texas
$476K +$476K +9,618 New
ADL
75
Asset Dedication LLC
California
$444K -$59K -1,189 -12%
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