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iShares 0-5 Year Investment Grade Corporate Bond ETF

182 hedge funds and large institutions have $814M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
26
Increased
87
Reduced
39
Closed
11
Calls
$184K
Puts
$384K
Net Calls
-$200K
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$1.29M -$41K -786 -3%
SHWM
77
Smith & Howard Wealth Management
Georgia
$1.29M -$6.25K -120 -0.5%
RG
78
Retirement Group
California
$1.24M +$528K +10,131 +74%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$1.18M
CCA
80
Catalyst Capital Advisors
New York
$1.15M
IIA
81
IPG Investment Advisors
California
$1.14M -$25K -480 -2%
AC
82
Avestar Capital
New York
$1.12M +$1.12M +21,426 New
CPSC
83
Carl P. Sherr & Co
Massachusetts
$1.09M +$100K +1,920 +10%
AA
84
Argent Advisors
Louisiana
$1.08M -$25.9K -497 -2%
TPCM
85
Three Peaks Capital Management
Colorado
$997K +$403K +7,727 +68%
BWA
86
BDO Wealth Advisors
Florida
$977K -$13K -250 -1%
KAS
87
Kestra Advisory Services
Texas
$918K +$918K +17,619 New
MIAN
88
Mariner Independent Advisor Network
Kansas
$916K
DI
89
DAGCO Inc
Ohio
$909K +$909K +17,449 New
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$871K +$56.9K +1,092 +7%
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
$860K +$95.3K +1,830 +12%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$833K +$302K +5,793 +57%
OPS
93
Orion Portfolio Solutions
Nebraska
$817K +$817K +15,677 New
OWA
94
Outlook Wealth Advisors
Texas
$789K -$9.7K -186 -1%
BIA
95
Biondo Investment Advisors
Pennsylvania
$785K +$21.9K +420 +3%
OMC
96
Old Mission Capital
Illinois
$761K -$2.12M -40,677 -74%
BRWM
97
B. Riley Wealth Management
Tennessee
$708K
AIM
98
Alhambra Investment Management
Florida
$701K +$701K +13,455 New
ICM
99
Intrepid Capital Management
Florida
$695K +$401K +7,707 +137%
WCG
100
Weaver Consulting Group
California
$692K +$139K +2,662 +25%