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

81 hedge funds and large institutions have $288M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
36
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MLIC
1
Mandatum Life Insurance Company
Finland
$54.3M
2
AssetMark Inc
2
AssetMark Inc
California
$25.6M
3
Ameriprise
3
Ameriprise
Minnesota
$22.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
CHP
5
Cable Hill Partners
Oregon
$3.52M

Top Sellers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.33M
2
PAG
2
Private Advisor Group
New Jersey
$461K
3
LI
3
LVZ Inc
Michigan
$606K
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.4M +$4.34M +86,425 +8%
MLIC
2
Mandatum Life Insurance Company
Finland
$54.3M +$16.4M +325,574 +43%
Bank of America
3
Bank of America
North Carolina
$29.8M +$2.61M +51,854 +10%
AssetMark Inc
4
AssetMark Inc
California
$25.6M +$7.01M +139,463 +38%
Ameriprise
5
Ameriprise
Minnesota
$22.5M +$6.44M +128,268 +40%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.7M +$560K +11,140 +5%
MGIA
7
Matthew Goff Investment Advisor
Texas
$10.7M -$612K -12,184 -5%
UBS Group
8
UBS Group
Switzerland
$10.3M +$234K +4,654 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.23M +$2.79M +55,483 +114%
RJA
10
Raymond James & Associates
Florida
$4.06M +$214K +4,266 +6%
CHP
11
Cable Hill Partners
Oregon
$3.52M +$3.52M +70,119 New
APSP
12
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.02M +$1.42M +28,281 +89%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.97M -$1.2M -23,823 -29%
IIA
14
IPG Investment Advisors
California
$2.71M -$71.7K -1,426 -3%
Wells Fargo
15
Wells Fargo
California
$2.33M +$1.13M +22,514 +94%
PA
16
Probity Advisors
Texas
$2.13M +$2.13M +42,456 New
TF
17
TIAA FSB
Florida
$1.9M +$1.28M +25,447 +207%
Jane Street
18
Jane Street
New York
$1.76M +$1.76M +35,064 New
KWA
19
KCS Wealth Advisory
California
$1.73M +$1.73M +34,361 New
LPL Financial
20
LPL Financial
California
$1.71M +$129K +2,572 +8%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.66M +$37.3K +742 +2%
SPC
22
Sigma Planning Corp
Michigan
$1.6M +$142K +2,828 +10%
PVH
23
Psagot Value Holdings
Israel
$1.57M -$294K -5,840 -16%
BMM
24
Buffington Mohr McNeal
Idaho
$1.55M +$204K +4,052 +15%
CFD
25
Creative Financial Designs
Indiana
$1.44M +$428K +8,510 +42%
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