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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
+$29.3M
2
First Trust Advisors
First Trust Advisors
Illinois
+$26.8M
3
MLIC
Mandatum Life Insurance Company
Finland
+$25.7M
4
BS
Banco Santander
Spain
+$18.6M
5
Bank of America
Bank of America
North Carolina
+$11.7M

Top Sellers

1
Jane Street
Jane Street
New York
-$55.7M
2
TF
TIAA FSB
Florida
-$19.5M
3
SFO
Stokes Family Office
Louisiana
-$16.8M
4
ACM
Advisors Capital Management
New Jersey
-$11.3M
5
BlackRock
BlackRock
New York
-$8.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
126
Bray Capital Advisors
Florida
$242K – – –
ATPW
127
Ashton Thomas Private Wealth
Arizona
$235K – – –
RHBC
128
R.H. Bluestein & Co
Michigan
$230K +$230K +4,410 New
LA
129
LexAurum Advisors
Kansas
$223K +$104 +2 +0%
AA
130
Alesco Advisors
New York
$223K +$223K +4,280 New
NGA
131
Naples Global Advisors
Florida
$219K -$2.61K -50 -1%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$187K -$47.4K -910 -20%
GWM
133
Geneos Wealth Management
Colorado
$166K +$106K +2,040 +175%
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$165K +$165K +3,175 New
AF
135
Allworth Financial
California
$133K -$25.5K -488 -16%
FCM
136
Firestone Capital Management
Florida
$106K – – –
APA
137
American Portfolios Advisors
New York
$99.5K -$334K -6,415 -77%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$97K -$4.34K -83 -4%
Citigroup
139
Citigroup
New York
$95K +$16K +305 +20%
BCM
140
Bourgeon Capital Management
Connecticut
$89K – – –
HS
141
Horan Securities
United States
$71K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$67K +$61.7K +1,194 +1,171%
BI
143
Bramshill Investments
Florida
$63K -$3.48M -66,471 -98%
VFA
144
Valeo Financial Advisors
Indiana
$57K – – –
IA
145
IFP Advisors
Florida
$51K -$45.1K -862 -47%
IA
146
IndexIQ Advisors
New York
$47K -$181K -3,475 -79%
EIP
147
Ellis Investment Partners
Pennsylvania
$47K +$103 +2 +0.2%
CAN
148
Cetera Advisor Networks
California
$47K +$47K +904 New
CB
149
Community Bank
New York
$44K -$527 -10 -1%
CCMIC
150
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$43K -$4.75K -92 -10%
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