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

119 hedge funds and large institutions have $475M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
22
Increased
56
Reduced
27
Closed
21
Calls
$104K
Puts
–
Net Calls
+$104K
Net Calls Change
-$1K

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$10.1M
2
SHCM
Stokes & Hubbell Capital Management
Louisiana
$9.11M
3
TIM
Tortoise Investment Management
New York
$9.95M
4
FIM
Freedom Investment Management
Connecticut
$7.61M
5
EVM
Eaton Vance Management
Massachusetts
$5.57M

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$21.3M
2
Ameriprise
Ameriprise
Minnesota
$33.1M
3
Morgan Stanley
Morgan Stanley
New York
$83.9M
4
EWF
Epstein & White Financial
California
$1M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$83.9M -$16.7M -330,308 -17%
Ameriprise
2
Ameriprise
Minnesota
$33.1M -$17.4M -327,775 -34%
UBS Group
3
UBS Group
Switzerland
$27.3M +$4.91M +97,393 +22%
Bank of America
4
Bank of America
North Carolina
$26.2M +$2.95M +58,468 +13%
MLIC
5
Mandatum Life Insurance Company
Finland
$22.4M +$1.1M +21,897 +5%
FTIOP
6
Fiduciary Trust International of Pennsylvania
Pennsylvania
$21.3M -$65.2M -517,620 -75%
TF
7
TIAA FSB
Florida
$17.2M +$2.04M +40,378 +13%
WIA
8
World Investment Advisors
California
$15.1M +$153K +3,038 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.1M +$1.42M +28,062 +11%
PA
10
Probity Advisors
Texas
$11.6M +$394K +7,803 +4%
TIA
11
Traphagen Investment Advisors
New Jersey
$11.2M +$11.2M +222,111 New
FTUS
12
Flow Traders U.S.
New York
$10.1M +$9.46M +187,526 +1,588%
TIM
13
Tortoise Investment Management
New York
$9.95M +$6.14M +121,621 +161%
ACM
14
Advisors Capital Management
New Jersey
$9.15M +$595K +11,832 +7%
SHCM
15
Stokes & Hubbell Capital Management
Louisiana
$9.11M +$8.6M +170,440 +1,683%
APSP
16
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.24M +$1.45M +28,703 +21%
FIM
17
Freedom Investment Management
Connecticut
$7.61M +$5.8M +114,944 +321%
FCIM
18
Fairview Capital Investment Management
California
$7.13M -$163K -3,225 -2%
LPL Financial
19
LPL Financial
California
$6.93M +$2.74M +54,230 +65%
BlackRock
20
BlackRock
New York
$6.5M +$464K +9,189 +8%
RJA
21
Raymond James & Associates
Florida
$6.31M +$76.2K +1,510 +1%
Lido Advisors
22
Lido Advisors
California
$6.07M -$407K -8,078 -6%
LFPWM
23
Leicht Financial Planning & Wealth Management
New Jersey
$5.78M +$2.1M +41,534 +57%
EVM
24
Eaton Vance Management
Massachusetts
$5.57M +$5.57M +110,329 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.77M +$679K +13,462 +17%
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