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iShares 0-5 Year Investment Grade Corporate Bond ETF

153 hedge funds and large institutions have $620M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
18
Increased
56
Reduced
57
Closed
10
Calls
$46K
Puts
$53K
Net Calls
-$7K
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
126
Bourgeon Capital Management
Connecticut
$85K
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$78K +$68.1K +1,354 +687%
Citigroup
128
Citigroup
New York
$76K
HS
129
Horan Securities
United States
$68K +$68K +1,360 New
BAM
130
Bellevue Asset Management
Washington
$64K +$64K +758 New
GWM
131
Geneos Wealth Management
Colorado
$58K -$298 -6 -0.5%
VFA
132
Valeo Financial Advisors
Indiana
$56K
CCMIC
133
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$46K
EIP
134
Ellis Investment Partners
Pennsylvania
$45K -$17K -344 -27%
CB
135
Community Bank
New York
$42K
PB
136
Pinnacle Bancorp
Nebraska
$35K -$12.8K -252 -27%
RWG
137
Regal Wealth Group
California
$28K +$151 +3 +0.5%
FGAM
138
Financial Gravity Asset Management
Texas
$27.3K -$485K -9,667 -95%
1IA
139
1834 Investment Advisors
Wisconsin
$20K
TWA
140
TCI Wealth Advisors
Arizona
$16K -$6.97K -139 -30%
NFG
141
Next Financial Group
Texas
$16K
AssetMark Inc
142
AssetMark Inc
California
$15K -$1.45M -29,851 -99%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$12K -$6.86K -132 -36%
SPIA
144
Steward Partners Investment Advisory
New York
$12K
MIFH
145
Migdal Insurance & Financial Holdings
Israel
$10K
PP
146
PrairieView Partners
Minnesota
$10K +$10K +200 New
SFS
147
Sowell Financial Services
Arkansas
$9K
SF
148
Synovus Financial
Georgia
$9K +$9K +175 New
WQ
149
Wealth Quarterback
New Jersey
$5.8K +$50 +1 +0.9%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$5K -$5.54K -113 -53%