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iShares 0-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
76
Cornerstone Wealth Management
Missouri
$426K +$426K +8,690 New
CCA
77
Clearwater Capital Advisors
Illinois
$411K -$14.9K -300 -3%
LTI
78
Laffer Tengler Investments
Tennessee
$398K -$89.9K -1,815 -18%
SIAM
79
Sterling Investment Advisors (Missouri)
Missouri
$397K +$3.67K +74 +0.9%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$372K -$1.09M -22,061 -75%
UCFA
81
United Capital Financial Advisors
Texas
$346K +$115K +2,309 +49%
DP
82
Dearborn Partners
Illinois
$338K +$48.1K +970 +17%
EIP
83
Ellis Investment Partners
Pennsylvania
$334K +$334K +6,759 New
DC
84
Davenport & Co
Virginia
$312K
BAM
85
Belpointe Asset Management
Nevada
$310K +$310K +6,250 New
EIA
86
Eldridge Investment Advisors
New Hampshire
$291K -$550K -11,120 -65%
BCA
87
Bray Capital Advisors
Florida
$290K +$64.4K +1,299 +29%
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$266K +$266K +5,380 New
BII
89
Bainco International Investors
Massachusetts
$248K
CA
90
Cetera Advisors
Colorado
$229K -$521K -10,526 -69%
Bank of Nova Scotia
91
Bank of Nova Scotia
Ontario, Canada
$224K -$495 -10 -0.2%
AL
92
Aspiriant LLC
California
$215K +$215K +4,325 New
Citigroup
93
Citigroup
New York
$183K
RWA
94
River Wealth Advisors
Pennsylvania
$178K
ASN
95
Advisory Services Network
Georgia
$177K -$6.1K -123 -3%
SWM
96
SeaCrest Wealth Management
New York
$171K
S
97
SignatureFD
Georgia
$150K +$150K +3,033 New
FGC
98
Financial Gravity Companies
Texas
$137K +$137K +2,747 New
BI
99
Bramshill Investments
Florida
$131K -$85.4K -1,719 -39%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K