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

126 hedge funds and large institutions have $501M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
14
Increased
61
Reduced
37
Closed
6
Calls
$45K
Puts
$126K
Net Calls
-$81K
Net Calls Change
-$185K

Top Buyers

1
MLIC
Mandatum Life Insurance Company
Finland
$35.7M
2
TF
TIAA FSB
Florida
$30.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$6.17M
4
TIM
Tortoise Investment Management
New York
$14.4M
5
Jane Street
Jane Street
New York
$4.13M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$704K
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$468K
3
Lido Advisors
Lido Advisors
California
$2.27M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$741K
5
BAM
Berkshire Asset Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84.1M -$618K -12,133 -0.7%
MLIC
2
Mandatum Life Insurance Company
Finland
$35.7M +$13.1M +256,731 +58%
Ameriprise
3
Ameriprise
Minnesota
$35M +$3.21M +62,882 +10%
TF
4
TIAA FSB
Florida
$30.1M +$12.7M +249,342 +73%
UBS Group
5
UBS Group
Switzerland
$28.4M +$802K +15,732 +3%
Bank of America
6
Bank of America
North Carolina
$25.3M -$1.09M -21,300 -4%
WIA
7
World Investment Advisors
California
$17.5M +$2.19M +42,995 +14%
TIM
8
Tortoise Investment Management
New York
$14.4M +$4.38M +85,951 +44%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.3M +$32.2K +632 +0.2%
PA
10
Probity Advisors
Texas
$12.3M +$601K +11,782 +5%
TIA
11
Traphagen Investment Advisors
New Jersey
$12M +$659K +12,931 +6%
ACM
12
Advisors Capital Management
New Jersey
$10.1M +$774K +15,193 +8%
APSP
13
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.4M +$1.07M +20,969 +13%
FCIM
14
Fairview Capital Investment Management
California
$7.15M -$53.3K -1,045 -0.7%
BlackRock
15
BlackRock
New York
$7.05M +$479K +9,401 +7%
FIM
16
Freedom Investment Management
Connecticut
$6.97M -$713K -13,996 -9%
LPL Financial
17
LPL Financial
California
$6.69M -$304K -5,972 -4%
RJA
18
Raymond James & Associates
Florida
$6.53M +$153K +3,007 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.38M +$1.56M +30,699 +32%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$6.17M +$5.41M +106,212 +720%
EVM
21
Eaton Vance Management
Massachusetts
$5.71M +$83.3K +1,635 +1%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$5.28M -$564K -11,064 -10%
RWA
23
Redhawk Wealth Advisors
Minnesota
$4.44M +$574K +11,262 +15%
KWA
24
KCS Wealth Advisory
California
$4.3M +$1.08M +21,193 +34%
AG
25
Advisor Group
Arizona
$4.29M +$2.84M +55,732 +196%
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