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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 %
MFW
101
Mosaic Family Wealth
Missouri
$115K +$115K +2,328 New
CLOS
102
Compagnie Lombard Odier SCmA
Switzerland
$109K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$87K +$40K +804 +85%
AF
104
Allworth Financial
California
$86K -$27.5K -558 -24%
AIC
105
Ameritas Investment Company
Nebraska
$81K +$81K +1,633 New
HS
106
Horan Securities
United States
$67K +$67K +1,360 New
GWM
107
Geneos Wealth Management
Colorado
$58K +$48.1K +973 +487%
RWG
108
Regal Wealth Group
California
$45K -$689 -14 -2%
CB
109
Community Bank
New York
$42K
KCM
110
Karp Capital Management
California
$39K +$39K +785 New
IA
111
IndexIQ Advisors
New York
$36K +$36K +732 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$36K +$36K +736 New
IA
113
IFP Advisors
Florida
$26K +$10K +204 +63%
TWA
114
TCI Wealth Advisors
Arizona
$23K -$64.6K -1,317 -74%
1IA
115
1834 Investment Advisors
Wisconsin
$20K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$16K
AssetMark Inc
117
AssetMark Inc
California
$15K -$19.9M -409,541 -100%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$10K
William Blair & Company
119
William Blair & Company
Illinois
$3K
MGIA
120
Matthew Goff Investment Advisor
Texas
-$9.58M -192,807 Closed
IP
121
Intellectus Partners
California
-$1.14M -23,039 Closed
Bank of New York Mellon
122
Bank of New York Mellon
New York
-$969K -19,512 Closed
SI
123
Scharf Investments
California
-$836K -16,831 Closed
DIA
124
Dana Investment Advisors
Wisconsin
-$785K -15,815 Closed
SFFS
125
Stonehage Fleming Financial Services
Jersey
-$632K -12,745 Closed