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iShares 0-5 Year Investment Grade Corporate Bond ETF

43 hedge funds and large institutions have $91.5M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+11
Holders Change %
+34.38%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
14
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.3M 624,225 +152,179 +32%
Bank of America
2
Bank of America
North Carolina
$12.2M 243,356 +76,991 +46%
PAG
3
Private Advisor Group
New Jersey
$12.1M 241,366 +241,366 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.9M 236,908 +72,723 +44%
EC
5
Estate Counselors
Wisconsin
$4.32M 86,000 +86,000 New
LPL Financial
6
LPL Financial
California
$2.23M 44,510 -2,410 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.8M 35,863 +1,038 +3%
PVH
8
Psagot Value Holdings
Israel
$1.67M 33,314 -32,506 -49%
RWG
9
Regal Wealth Group
California
$1.29M 25,684 +25,684 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$1.25M 24,910 +24,885 +99,540%
SFFS
11
Stonehage Fleming Financial Services
Jersey
$994K 19,835 +3,946 +25%
HFS
12
HL Financial Services
Kentucky
$878K 17,499 +11,309 +183%
AllianceBernstein
13
AllianceBernstein
Tennessee
$845K 16,843 +16,843 New
UBS Group
14
UBS Group
Switzerland
$768K 15,305 +7,670 +100%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$765K 15,245 +6,925 +83%
SC
16
Scotia Capital
Ontario, Canada
$741K 14,747 -74,841 -84%
DIA
17
Dana Investment Advisors
Wisconsin
$671K 13,370 -630 -5%
Ameriprise
18
Ameriprise
Minnesota
$569K 11,339 -215 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$554K 11,044 -1,573 -12%
CAM
20
Cidel Asset Management
Ontario, Canada
$552K 11,003
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$495K 9,859 +9,859 New
MFS
22
MSI Financial Services
Massachusetts
$482K 9,599 +693 +8%
CIA
23
Capital Investment Advisors
Georgia
$434K 8,643 -1,585 -15%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$422K 8,400 -772 -8%
RJA
25
Raymond James & Associates
Florida
$408K 8,127 +673 +9%