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

68 hedge funds and large institutions have $306M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
14
Increased
36
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$49.7M
2
MGIA
2
Matthew Goff Investment Advisor
Texas
$11.4M
3
LI
3
LVZ Inc
Michigan
$9.78M
4
UBS Group
4
UBS Group
Switzerland
$10.2M
5
AssetMark Inc
5
AssetMark Inc
California
$18.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
EC
2
Estate Counselors
Wisconsin
$0
3
DADC
3
D.A. Davidson & Co
Montana
$0
4
BCM
4
Bluefin Capital Management
New York
$388K
5
SC
5
Scotia Capital
Ontario, Canada
$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.5M +$3.9M +77,135 +8%
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$49.7M +$48.7M +964,553 +5,227%
MLIC
3
Mandatum Life Insurance Company
Finland
$38.2M +$4.11M +81,241 +12%
Bank of America
4
Bank of America
North Carolina
$27.3M +$2.35M +46,477 +9%
AssetMark Inc
5
AssetMark Inc
California
$18.8M +$4.14M +81,693 +28%
Ameriprise
6
Ameriprise
Minnesota
$16.2M +$2.35M +46,502 +17%
PAG
7
Private Advisor Group
New Jersey
$13.8M +$326K +6,443 +2%
MGIA
8
Matthew Goff Investment Advisor
Texas
$11.4M +$11.4M +225,807 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.3M +$482K +9,529 +4%
UBS Group
10
UBS Group
Switzerland
$10.2M +$7.45M +147,133 +273%
LI
11
LVZ Inc
Michigan
$9.78M +$9.78M +193,156 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.2M -$657K -12,976 -14%
RJA
13
Raymond James & Associates
Florida
$3.88M +$240K +4,738 +7%
IIA
14
IPG Investment Advisors
California
$2.81M +$2.81M +55,439 New
HighTower Advisors
15
HighTower Advisors
Illinois
$2.45M +$522K +10,322 +27%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$2.36M +$99.7K +1,970 +4%
PVH
17
Psagot Value Holdings
Israel
$1.88M -$45.4K -896 -2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.64M +$196K +3,881 +14%
APSP
19
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.61M +$1.32M +26,149 +470%
LPL Financial
20
LPL Financial
California
$1.6M -$120K -2,366 -7%
SPC
21
Sigma Planning Corp
Michigan
$1.47M +$1.14M +22,542 +345%
BMM
22
Buffington Mohr McNeal
Idaho
$1.36M +$119K +2,348 +10%
Wells Fargo
23
Wells Fargo
California
$1.21M +$1.16M +22,848 +2,306%
SI
24
Scharf Investments
California
$1.15M -$57.2K -1,129 -5%
HFS
25
HL Financial Services
Kentucky
$1.14M +$200K +3,941 +21%
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