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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 %
EPP
51
ETF Portfolio Partners
Kansas
$1.67M -$25.9K -517 -2%
ASN
52
Advisory Services Network
Georgia
$1.61M +$84.1K +1,677 +6%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$1.6M +$431K +8,600 +37%
MCM
54
Monument Capital Management
Virginia
$1.59M +$183K +3,653 +13%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$1.55M +$1.55M +30,983 New
CI
56
Conning Inc
Connecticut
$1.51M +$1.51M +30,055 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.33M +$1.1M +21,854 +472%
AA
58
Argent Advisors
Louisiana
$1.31M +$124K +2,470 +10%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$1.31M -$127K -2,535 -9%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.23M +$362K +7,212 +41%
TA
61
Townsend & Associates
Colorado
$1.13M +$84.4K +1,677 +8%
CCA
62
Catalyst Capital Advisors
New York
$1.1M +$852K +17,000 +340%
BWA
63
BDO Wealth Advisors
Florida
$958K -$55.7K -1,110 -5%
RWA
64
Redhawk Wealth Advisors
Minnesota
$898K -$4.18M -83,330 -82%
CPSC
65
Carl P. Sherr & Co
Massachusetts
$878K +$49.4K +985 +6%
MIAN
66
Mariner Independent Advisor Network
Kansas
$877K -$2.95M -59,183 -77%
SWP
67
Stratos Wealth Partners
Ohio
$845K -$94.2K -1,879 -10%
IP
68
Intellectus Partners
California
$778K -$172K -3,438 -18%
OWA
69
Outlook Wealth Advisors
Texas
$776K +$776K +15,470 New
RIG
70
Roosevelt Investment Group
New York
$775K -$938K -18,702 -55%
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
$753K +$20K +400 +3%
DAS
72
Dynamic Advisor Solutions
Arizona
$753K +$202K +4,034 +37%
DIA
73
Dana Investment Advisors
Wisconsin
$726K +$52.6K +1,050 +8%
BIA
74
Biondo Investment Advisors
Pennsylvania
$720K +$53.2K +1,060 +8%
UCFA
75
United Capital Financial Advisors
Texas
$702K +$268K +5,355 +62%