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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1.03M -$355K -6,815 -26%
BWA
77
BDO Wealth Advisors
Florida
$990K -$5.21K -100 -0.5%
CPSC
78
Carl P. Sherr & Co
Massachusetts
$989K +$75.9K +1,455 +8%
SXL
79
Summit X LLC
Missouri
$981K -$1.07M -20,594 -52%
Bank Julius Baer & Co
80
Bank Julius Baer & Co
Switzerland
$971K +$704K +13,514 +264%
MIAN
81
Mariner Independent Advisor Network
Kansas
$916K
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$814K +$550K +10,550 +208%
OWA
83
Outlook Wealth Advisors
Texas
$798K -$7.97K -153 -1%
IP
84
Intellectus Partners
California
$779K -$30.4K -584 -4%
CSPIA
85
Cary Street Partners Investment Advisory
Virginia
$765K -$18.2K -350 -2%
BIA
86
Biondo Investment Advisors
Pennsylvania
$764K +$15.4K +295 +2%
AWM
87
Alterna Wealth Management
Texas
$753K +$753K +14,438 New
Lido Advisors
88
Lido Advisors
California
$751K +$24.1K +463 +3%
TIA
89
Traphagen Investment Advisors
New Jersey
$739K -$4.48M -85,965 -86%
RG
90
Retirement Group
California
$716K +$716K +13,746 New
BRWM
91
B. Riley Wealth Management
Tennessee
$708K +$28.4K +545 +4%
LTI
92
Laffer Tengler Investments
Tennessee
$687K +$17.3K +331 +3%
AFAS
93
Acorn Financial Advisory Services
Virginia
$677K +$677K +12,987 New
SIM
94
Stratos Investment Management
Ohio
$653K +$120K +2,307 +23%
ACM
95
Ayrshire Capital Management
Connecticut
$645K -$47.6K -914 -7%
TPCM
96
Three Peaks Capital Management
Colorado
$595K
CIP
97
Chartwell Investment Partners
Pennsylvania
$576K +$576K +11,056 New
WCG
98
Weaver Consulting Group
California
$553K +$553K +10,607 New
DC
99
Davenport & Co
Virginia
$548K +$52.1K +1,000 +11%
MAFM
100
Mid Atlantic Financial Management
Pennsylvania
$548K +$120K +2,300 +28%