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iShares 0-5 Year Investment Grade Corporate Bond ETF

128 hedge funds and large institutions have $531M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
13
Increased
56
Reduced
39
Closed
11
Calls
$13K
Puts
$35K
Net Calls
-$22K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$79.1M -$5.33M -104,162 -6%
TF
2
TIAA FSB
Florida
$37.9M +$7.74M +151,374 +26%
MLIC
3
Mandatum Life Insurance Company
Finland
$37.1M +$1.25M +24,459 +3%
Ameriprise
4
Ameriprise
Minnesota
$32.2M -$2.84M -55,578 -8%
UBS Group
5
UBS Group
Switzerland
$29.8M +$1.29M +25,179 +5%
Bank of America
6
Bank of America
North Carolina
$27.5M +$2.1M +41,086 +8%
WIA
7
World Investment Advisors
California
$18.3M +$771K +15,086 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.4M +$2.06M +40,372 +14%
PA
9
Probity Advisors
Texas
$12.9M +$586K +11,462 +5%
TIM
10
Tortoise Investment Management
New York
$12.3M -$2.21M -43,251 -15%
TIA
11
Traphagen Investment Advisors
New Jersey
$12.2M +$157K +3,075 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$11.9M +$5.54M +108,328 +86%
Jane Street
13
Jane Street
New York
$11.8M +$7.69M +150,379 +186%
FMII
14
Farmers & Merchants Investments Inc
Nebraska
$11.6M +$7.99M +156,248 +221%
ACM
15
Advisors Capital Management
New Jersey
$10.5M +$402K +7,852 +4%
APSP
16
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.79M +$360K +7,033 +4%
LPL Financial
17
LPL Financial
California
$7.64M +$925K +18,089 +14%
BlackRock
18
BlackRock
New York
$7.51M +$435K +8,512 +6%
FCIM
19
Fairview Capital Investment Management
California
$7.18M +$7.67K +150 +0.1%
RJA
20
Raymond James & Associates
Florida
$6.52M -$31.8K -621 -0.5%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$6.33M +$140K +2,736 +2%
FIM
22
Freedom Investment Management
Connecticut
$6.13M -$867K -16,950 -12%
EVM
23
Eaton Vance Management
Massachusetts
$5.64M -$86K -1,681 -2%
RWA
24
Redhawk Wealth Advisors
Minnesota
$4.77M +$307K +5,998 +7%
IIA
25
IPG Investment Advisors
California
$4.66M +$696K +13,616 +18%