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

148 hedge funds and large institutions have $600M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+20
Holders Change %
+15.63%
% of All Funds
2.92%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.22%
New
30
Increased
68
Reduced
31
Closed
10
Calls
$133K
Puts
$58K
Net Calls
+$75K
Net Calls Change
+$97K

Top Buyers

1
SHWM
Smith & Howard Wealth Management
Georgia
$8.82M
2
FMII
Farmers & Merchants Investments Inc
Nebraska
$17.6M
3
LPL Financial
LPL Financial
California
$11.5M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.74M
5
OMC
Old Mission Capital
Illinois
$2.2M

Top Sellers

1
MLIC
Mandatum Life Insurance Company
Finland
$18.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.99M
3
TIM
Tortoise Investment Management
New York
$8.03M
4
Ameriprise
Ameriprise
Minnesota
$28.5M
5
KWA
KCS Wealth Advisory
California
$835K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$78.2M -$769K -15,059 -1%
TF
2
TIAA FSB
Florida
$38.9M +$1.1M +21,562 +3%
UBS Group
3
UBS Group
Switzerland
$31.2M +$1.47M +28,777 +5%
Bank of America
4
Bank of America
North Carolina
$28.7M +$1.25M +24,403 +5%
Ameriprise
5
Ameriprise
Minnesota
$28.5M -$3.68M -72,194 -11%
SFO
6
Stokes Family Office
Louisiana
$20.1M +$20.1M +390,098 New
MLIC
7
Mandatum Life Insurance Company
Finland
$18.9M -$18.1M -354,528 -49%
FMII
8
Farmers & Merchants Investments Inc
Nebraska
$17.6M +$6.01M +117,749 +52%
SSWG
9
Seven Springs Wealth Group
Tennessee
$16.9M +$16.9M +331,333 New
AWM
10
Argent Wealth Management
Massachusetts
$16M +$16M +312,728 New
WIA
11
World Investment Advisors
California
$15.6M -$2.67M -52,378 -15%
PA
12
Probity Advisors
Texas
$14.3M +$1.43M +27,922 +11%
TIA
13
Traphagen Investment Advisors
New Jersey
$14.2M +$2.01M +39,312 +17%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$12.5M +$591K +11,582 +5%
LPL Financial
15
LPL Financial
California
$11.5M +$3.84M +75,190 +50%
ACM
16
Advisors Capital Management
New Jersey
$11.1M +$599K +11,745 +6%
DFG
17
Demars Financial Group
Washington
$11.1M +$11.1M +216,797 New
APSP
18
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.3M +$493K +9,600 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.99M -$6.38M -124,990 -39%
SHWM
20
Smith & Howard Wealth Management
Georgia
$8.82M +$8.47M +165,884 +2,431%
Jane Street
21
Jane Street
New York
$8.69M -$3.11M -60,974 -26%
TIM
22
Tortoise Investment Management
New York
$8.03M -$4.22M -82,689 -34%
BlackRock
23
BlackRock
New York
$7.69M +$194K +3,796 +3%
FCIM
24
Fairview Capital Investment Management
California
$7.17M – – –
RJA
25
Raymond James & Associates
Florida
$6.88M +$374K +7,331 +6%
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