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

93 hedge funds and large institutions have $369M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
42
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MLIC
Mandatum Life Insurance Company
Finland
$61.9M
2
Morgan Stanley
Morgan Stanley
New York
$87.1M
3
ACM
Advisors Capital Management
New Jersey
$7.62M
4
RJA
Raymond James & Associates
Florida
$6.03M
5
UBS Group
UBS Group
Switzerland
$13.6M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$482K
2
Bank of America
Bank of America
North Carolina
$31.9M
3
MGIA
Matthew Goff Investment Advisor
Texas
$0
4
Creative Planning
Creative Planning
Kansas
$0
5
AssetMark Inc
AssetMark Inc
California
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Anchor Investment Management
South Carolina
$49.6K -$275K -5,540 -85%
FGAM
77
Financial Gravity Asset Management
Texas
$47K -$42K -841 -47%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$47K +$8.14K +163 +21%
RWG
79
Regal Wealth Group
California
$46K -$3.72K -75 -7%
SPIA
80
Steward Partners Investment Advisory
New York
$45K +$45K +901 New
Citigroup
81
Citigroup
New York
$44K +$19.9K +403 +82%
CB
82
Community Bank
New York
$42K +$42K +850 New
BCA
83
Bray Capital Advisors
Florida
$25K – – –
BCA
84
Bay Colony Advisors
Massachusetts
$25K +$25K +505 New
1IA
85
1834 Investment Advisors
Wisconsin
$20K – – –
IA
86
IFP Advisors
Florida
$10K – – –
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
GWM
88
Geneos Wealth Management
Colorado
$9K -$27K -600 -75%
AWM
89
Avondale Wealth Management
Texas
$5K – – –
PA
90
Parallel Advisors
California
$4K – – –
William Blair & Company
91
William Blair & Company
Illinois
$3K – – –
BFEC
92
Benjamin F. Edwards & Company
Missouri
$3K – – –
SEI Investments
93
SEI Investments
Pennsylvania
$3K +$2.25K +45 +300%
MGIA
94
Matthew Goff Investment Advisor
Texas
– -$10.4M -209,529 Closed
Creative Planning
95
Creative Planning
Kansas
– -$9.08M -182,499 Closed
Jane Street
96
Jane Street
New York
– -$3.26M -65,575 Closed
HFS
97
HL Financial Services
Kentucky
– -$1.11M -22,225 Closed
FTIOP
98
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$701K -14,093 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$556K -11,178 Closed
SSG
100
Summit Securities Group
New York
– -$497K -10,000 Closed
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