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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

58 hedge funds and large institutions have $144M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+15
Holders Change %
+34.88%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
28
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$17.1M
2
Ameriprise
Ameriprise
Minnesota
$13.2M
3
Morgan Stanley
Morgan Stanley
New York
$34.9M
4
SC
Scotia Capital
Ontario, Canada
$4.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.97M

Top Sellers

1
EC
Estate Counselors
Wisconsin
$1.46M
2
AllianceBernstein
AllianceBernstein
Tennessee
$0
3
LPL Financial
LPL Financial
California
$2.04M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$21K
5
IWA
IBEX Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.9M +$3.47M +68,757 +11%
AssetMark Inc
2
AssetMark Inc
California
$17.1M +$17M +337,056 +19,393%
Bank of America
3
Bank of America
North Carolina
$13.8M +$1.49M +29,544 +12%
Ameriprise
4
Ameriprise
Minnesota
$13.2M +$12.6M +250,312 +2,208%
PAG
5
Private Advisor Group
New Jersey
$13M +$806K +15,989 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.8M +$900K +17,846 +8%
SC
7
Scotia Capital
Ontario, Canada
$4.1M +$3.35M +66,500 +451%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.97M +$3.2M +63,536 +417%
Jane Street
9
Jane Street
New York
$2.53M +$2.53M +50,266 New
CIBC World Market
10
CIBC World Market
Ontario, Canada
$2.18M +$1.76M +34,830 +415%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.15M +$340K +6,740 +19%
Wolverine Trading
12
Wolverine Trading
Illinois
$2.11M +$1.89M +37,460 +862%
LPL Financial
13
LPL Financial
California
$2.04M -$200K -3,973 -9%
UBS Group
14
UBS Group
Switzerland
$1.96M +$1.19M +23,558 +154%
PVH
15
Psagot Value Holdings
Israel
$1.73M +$48.4K +960 +3%
EC
16
Estate Counselors
Wisconsin
$1.46M -$2.87M -57,000 -66%
RWG
17
Regal Wealth Group
California
$1.33M +$38.6K +765 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.33M +$68.9K +1,367 +5%
SFFS
19
Stonehage Fleming Financial Services
Jersey
$1M – – –
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$895K +$398K +7,886 +80%
HFS
21
HL Financial Services
Kentucky
$860K -$21.6K -429 -2%
CIA
22
Capital Investment Advisors
Georgia
$846K +$410K +8,146 +94%
DADC
23
D.A. Davidson & Co
Montana
$791K +$691K +13,715 +693%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$773K +$216K +4,282 +39%
BMM
25
Buffington Mohr McNeal
Idaho
$758K +$505K +10,025 +200%
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