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

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
First Trust Advisors
First Trust Advisors
Illinois
$26.8M
3
MLIC
Mandatum Life Insurance Company
Finland
$44.9M
4
BS
Banco Santander
Spain
$18.6M
5
Bank of America
Bank of America
North Carolina
$37.8M

Top Sellers

1
Jane Street
Jane Street
New York
$6.17M
2
TF
TIAA FSB
Florida
$19.9M
3
SFO
Stokes Family Office
Louisiana
$4.81M
4
ACM
Advisors Capital Management
New Jersey
$1.23M
5
BlackRock
BlackRock
New York
$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
101
Integrated Advisors Network
Texas
$546K +$187K +3,593 +52%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$538K +$538K +10,316 New
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$531K +$128K +2,450 +32%
UCFA
104
United Capital Financial Advisors
Texas
$510K -$220K -4,224 -30%
BCM
105
Brookstone Capital Management
Illinois
$494K +$494K +9,473 New
SWP
106
Stratos Wealth Partners
Ohio
$476K -$402K -7,715 -46%
BFA
107
Beacon Financial Advisory
Ohio
$476K +$624 +12 +0.1%
KWA
108
KCS Wealth Advisory
California
$454K -$42.3K -811 -9%
SIAM
109
Sterling Investment Advisors (Missouri)
Missouri
$434K +$2.81K +54 +0.7%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$426K – – –
DP
111
Dearborn Partners
Illinois
$413K +$26K +500 +7%
JSA
112
Jacobson & Schmitt Advisors
Wisconsin
$409K -$90.8K -1,742 -18%
PA
113
Parallel Advisors
California
$388K +$246K +4,722 +173%
BAM
114
Belpointe Asset Management
Nevada
$341K -$5.31K -102 -2%
RIG
115
Roosevelt Investment Group
New York
$336K -$468K -8,995 -58%
FAAS
116
First Allied Advisory Services
California
$335K +$335K +6,432 New
DI
117
Disciplined Investments
Oklahoma
$324K +$9.74K +187 +3%
Franklin Resources
118
Franklin Resources
California
$320K +$320K +6,136 New
EIA
119
Eldridge Investment Advisors
New Hampshire
$306K – – –
ICM
120
Intrepid Capital Management
Florida
$294K +$294K +5,637 New
BCA
121
Bay Colony Advisors
Massachusetts
$277K +$277K +5,321 New
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$258K -$10.2K -196 -4%
RSWM
123
Robertson Stephens Wealth Management
California
$255K +$255K +4,894 New
CAM
124
Cidel Asset Management
Ontario, Canada
$250K – – –
LNC
125
Lincoln National Corp
Pennsylvania
$244K +$244K +4,689 New
3 4
5
6 7