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iShares 0-5 Year Investment Grade Corporate Bond ETF

119 hedge funds and large institutions have $472M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.66%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
30
Increased
45
Reduced
31
Closed
17
Calls
$198K
Puts
$93K
Net Calls
+$105K
Net Calls Change
+$76K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$98.7M 1,992,911 +121,058 +6%
Ameriprise
2
Ameriprise
Minnesota
$51.3M 950,783 +379,106 +66%
FTIOP
3
Fiduciary Trust International of Pennsylvania
Pennsylvania
$45.2M 686,433 +564,391 +462%
Bank of America
4
Bank of America
North Carolina
$22.8M 460,007 -60,126 -12%
UBS Group
5
UBS Group
Switzerland
$22M 443,453 +69,582 +19%
MLIC
6
Mandatum Life Insurance Company
Finland
$20.9M 422,489 -374,849 -47%
TF
7
TIAA FSB
Florida
$14.9M 300,017 +206,948 +222%
WIA
8
World Investment Advisors
California
$14.7M 296,705 +296,705 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.5M 251,555 +13,312 +6%
PA
10
Probity Advisors
Texas
$11M 221,613 +53,638 +32%
EWF
11
Epstein & White Financial
California
$9.03M 182,479 +182,479 New
ACM
12
Advisors Capital Management
New Jersey
$8.43M 170,205 +6,157 +4%
BOPW
13
Brandywine Oak Private Wealth
Pennsylvania
$7.9M 161,162 +161,162 New
FCIM
14
Fairview Capital Investment Management
California
$7.16M 144,525 +88,375 +157%
APSP
15
Asset Planning Services (Pennsylvania)
Pennsylvania
$6.67M 134,685 +16,072 +14%
Lido Advisors
16
Lido Advisors
California
$6.36M 128,374 +50,979 +66%
RJA
17
Raymond James & Associates
Florida
$6.12M 123,584 +171 +0.1%
BlackRock
18
BlackRock
New York
$5.93M 119,737 -11,342 -9%
SXL
19
Summit X LLC
Missouri
$5.08M 102,841 +9,672 +10%
Jane Street
20
Jane Street
New York
$4.16M 83,892 -386,607 -82%
LPL Financial
21
LPL Financial
California
$4.11M 83,057 +13,307 +19%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.02M 81,085 +30,357 +60%
TIM
23
Tortoise Investment Management
New York
$3.75M 75,637 +26,682 +55%
LFPWM
24
Leicht Financial Planning & Wealth Management
New Jersey
$3.61M 73,044 +37,508 +106%
SC
25
Scotia Capital
Ontario, Canada
$3.26M 65,774 +9,344 +17%