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iShares 0-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PIMG
151
Patriot Investment Management Group
Tennessee
$41.7K +$41.7K +800 New
WP
152
WealthShield Partners
North Carolina
$37K +$37K +715 New
RWG
153
Regal Wealth Group
California
$29K +$156 +3 +0.5%
CFD
154
Creative Financial Designs
Indiana
$26K +$26K +500 New
1IA
155
1834 Investment Advisors
Wisconsin
$21K
TWA
156
TCI Wealth Advisors
Arizona
$21K +$4.5K +87 +27%
JPLA
157
Joseph P. Lucia & Associates
New York
$15K +$15K +285 New
IRC
158
Investors Research Corp
Georgia
$15K +$15K +287 New
SPIA
159
Steward Partners Investment Advisory
New York
$13K
MIFH
160
Migdal Insurance & Financial Holdings
Israel
$11K
PP
161
PrairieView Partners
Minnesota
$10K
SFS
162
Sowell Financial Services
Arkansas
$10K
PCA
163
Providence Capital Advisors
North Carolina
$8K +$8K +160 New
BFEC
164
Benjamin F. Edwards & Company
Missouri
$4K -$8K -154 -67%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +78 New
William Blair & Company
166
William Blair & Company
Illinois
$3K
SFG
167
Sowa Financial Group
Rhode Island
$2K
SIM
168
Sonora Investment Management
Arizona
$2K +$2K +4,201 New
Citadel Advisors
169
Citadel Advisors
Florida
-$7.79M -155,454 Closed
MFM
170
MD Financial Management
Ontario, Canada
-$7.73M -154,163 Closed
FIM
171
Freedom Investment Management
Connecticut
-$4.83M -94,143 Closed
SC
172
Scotia Capital
Ontario, Canada
-$2.41M -48,098 Closed
MCM
173
Monument Capital Management
Virginia
-$1.59M -31,787 Closed
CI
174
Conning Inc
Connecticut
-$1.51M -30,055 Closed
DIA
175
Dana Investment Advisors
Wisconsin
-$726K -14,480 Closed