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iShares 0-5 Year Investment Grade Corporate Bond ETF

107 hedge funds and large institutions have $414M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
2.45%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
49
Reduced
20
Closed
9
Calls
$75K
Puts
$46K
Net Calls
+$29K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93M +$5.81M +117,018 +7%
MLIC
2
Mandatum Life Insurance Company
Finland
$39.6M -$22.3M -450,024 -36%
Ameriprise
3
Ameriprise
Minnesota
$28.4M +$1.47M +29,586 +5%
Bank of America
4
Bank of America
North Carolina
$25.8M -$6.07M -122,246 -19%
Jane Street
5
Jane Street
New York
$23.4M +$23.4M +470,499 New
AssetMark Inc
6
AssetMark Inc
California
$20.4M -$252K -5,084 -1%
UBS Group
7
UBS Group
Switzerland
$18.6M +$4.94M +99,423 +36%
FTIOP
8
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.1M +$12.1M +122,042 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.8M -$2.78M -56,023 -19%
MGIA
10
Matthew Goff Investment Advisor
Texas
$9.58M +$9.58M +192,807 New
PA
11
Probity Advisors
Texas
$8.34M +$694K +13,966 +9%
ACM
12
Advisors Capital Management
New Jersey
$8.15M +$522K +10,502 +7%
HighTower Advisors
13
HighTower Advisors
Illinois
$6.68M +$766K +15,441 +13%
BlackRock
14
BlackRock
New York
$6.51M +$408K +8,219 +7%
RJA
15
Raymond James & Associates
Florida
$6.13M +$96.9K +1,951 +2%
APSP
16
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.85M +$47K +953 +0.8%
SXL
17
Summit X LLC
Missouri
$4.62M +$2.16M +43,619 +88%
TF
18
TIAA FSB
Florida
$4.62M +$1.51M +30,311 +48%
Lido Advisors
19
Lido Advisors
California
$3.84M -$70.8K -1,425 -2%
KWA
20
KCS Wealth Advisory
California
$3.55M +$76.1K +1,532 +2%
LPL Financial
21
LPL Financial
California
$3.46M +$941K +18,957 +37%
CFD
22
Creative Financial Designs
Indiana
$3.07M +$422K +8,506 +16%
Deutsche Bank
23
Deutsche Bank
Germany
$3.01M +$501K +10,084 +20%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.99M +$259K +5,218 +9%
SC
25
Scotia Capital
Ontario, Canada
$2.8M +$2.33M +47,021 +500%