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iShares 0-5 Year Investment Grade Corporate Bond ETF

93 hedge funds and large institutions have $369M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
42
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$87.1M +$11.6M +234,659 +15%
MLIC
2
Mandatum Life Insurance Company
Finland
$61.9M +$19.7M +397,259 +47%
Bank of America
3
Bank of America
North Carolina
$31.9M -$11.5M -231,629 -27%
Ameriprise
4
Ameriprise
Minnesota
$26.9M +$720K +14,486 +3%
AssetMark Inc
5
AssetMark Inc
California
$20.6M -$3.29M -66,368 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.6M +$1.55M +31,319 +12%
UBS Group
7
UBS Group
Switzerland
$13.6M +$3.28M +66,074 +32%
PA
8
Probity Advisors
Texas
$7.64M +$2.75M +55,328 +56%
ACM
9
Advisors Capital Management
New Jersey
$7.62M +$7.62M +153,546 New
BlackRock
10
BlackRock
New York
$6.1M +$88.5K +1,784 +1%
RJA
11
Raymond James & Associates
Florida
$6.03M +$5.6M +112,752 +1,295%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.91M +$248K +5,011 +4%
APSP
13
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.84M +$92K +1,853 +2%
FCIM
14
Fairview Capital Investment Management
California
$5.46M +$635K +12,800 +13%
Lido Advisors
15
Lido Advisors
California
$3.91M +$3.07M +61,892 +366%
SPC
16
Sigma Planning Corp
Michigan
$3.49M +$1.76M +35,383 +101%
KWA
17
KCS Wealth Advisory
California
$3.47M +$1.23M +24,866 +55%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.28M +$200K +4,028 +6%
TF
19
TIAA FSB
Florida
$3.12M +$59K +1,188 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.73M +$43.5K +877 +2%
CFD
21
Creative Financial Designs
Indiana
$2.65M +$402K +8,102 +18%
LPL Financial
22
LPL Financial
California
$2.52M +$462K +9,317 +22%
Deutsche Bank
23
Deutsche Bank
Germany
$2.51M +$2.51M +50,496 New
CI
24
Conning Inc
Connecticut
$2.5M -$501K -10,100 -17%
IIA
25
IPG Investment Advisors
California
$2.47M +$264K +5,312 +12%