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iShares 0-5 Year Investment Grade Corporate Bond ETF

26 hedge funds and large institutions have $94.6M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
2
Closed
2
Calls
$675K
Puts
$1K
Net Calls
+$674K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$49.2M +$49.2M +974,109 New
Morgan Stanley
2
Morgan Stanley
New York
$14.4M +$6.84M +135,415 +91%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.1M +$5.32M +105,304 +191%
Bank of America
4
Bank of America
North Carolina
$6.59M +$1.35M +26,721 +26%
SC
5
Scotia Capital
Ontario, Canada
$4.21M +$2.89M +57,162 +218%
LPL Financial
6
LPL Financial
California
$3.66M +$2.27M +44,814 +163%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.33M +$2.33M +46,227 New
Jane Street
8
Jane Street
New York
$1.97M +$186K +3,688 +10%
DIA
9
Dana Investment Advisors
Wisconsin
$636K +$604K +11,969 +1,897%
PVH
10
Psagot Value Holdings
Israel
$620K -$28.2K -558 -4%
CIA
11
Capital Investment Advisors
Georgia
$553K +$16.4K +325 +3%
SFFS
12
Stonehage Fleming Financial Services
Jersey
$454K +$201K +3,990 +80%
Ameriprise
13
Ameriprise
Minnesota
$382K +$382K +7,560 New
YMRC
14
Yorktown Management & Research Company
Virginia
$354K +$354K +7,000 New
UBS Group
15
UBS Group
Switzerland
$276K +$256K +5,064 +1,279%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$240K +$240K +4,750 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$227K
AIG
18
American International Group
New York
$159K +$82K +1,628 +106%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$134K -$25.3M -502,184 -99%
ACM
20
Argentus Capital Management
Texas
$96K +$96K +1,894 New
MFS
21
MSI Financial Services
Massachusetts
$21K +$6.01K +120 +40%
WA
22
WFG Advisors
Texas
$10K
TRCT
23
Tower Research Capital (TRC)
New York
$5K +$5K +100 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$5K +$5K +100 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1K