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iShares 0-5 Year Investment Grade Corporate Bond ETF

168 hedge funds and large institutions have $687M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
3.45%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
61
Reduced
46
Closed
25
Calls
$448K
Puts
$124K
Net Calls
+$324K
Net Calls Change
+$331K
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
51
Tortoise Investment Management
New York
$2.79M -$1.49M -28,676 -35%
Truist Financial
52
Truist Financial
North Carolina
$2.69M +$2.45M +47,025 +1,036%
Deutsche Bank
53
Deutsche Bank
Germany
$2.68M -$1.15M -21,985 -30%
AssetMark Inc
54
AssetMark Inc
California
$2.53M +$2.51M +48,217 +15,604%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.51M -$211K -4,033 -8%
FA
56
FMA Advisory
Pennsylvania
$2.39M +$1.72M +33,063 +257%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$1.76M +$150K +2,876 +9%
ASN
58
Advisory Services Network
Georgia
$1.71M +$39.5K +758 +2%
EPP
59
ETF Portfolio Partners
Kansas
$1.67M -$64.5K -1,238 -4%
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$1.6M -$62.5K -1,200 -4%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.5M +$221K +4,234 +17%
DAS
62
Dynamic Advisor Solutions
Arizona
$1.46M +$680K +13,037 +87%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$1.41M +$49K +941 +4%
LI
64
LVZ Inc
Michigan
$1.35M -$4.75M -91,216 -78%
Goldman Sachs
65
Goldman Sachs
New York
$1.33M +$681K +13,070 +106%
SHWM
66
Smith & Howard Wealth Management
Georgia
$1.29M -$845K -16,216 -40%
ACM
67
Advisors Capital Management
New Jersey
$1.23M -$11.3M -216,564 -90%
RWA
68
River Wealth Advisors
Pennsylvania
$1.19M +$1.19M +22,751 New
TA
69
Townsend & Associates
Colorado
$1.19M +$14.5K +279 +1%
PWW
70
Pettyjohn Wood & White
Virginia
$1.18M +$1.18M +22,700 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$1.18M +$1.18M +22,648 New
IIA
72
IPG Investment Advisors
California
$1.16M +$562K +10,782 +93%
CCA
73
Catalyst Capital Advisors
New York
$1.15M
AA
74
Argent Advisors
Louisiana
$1.11M -$252K -4,845 -19%
MHR
75
Matthew Hamilton Rosenberg
$1.04M +$1.04M +19,854 New