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iShares 0-5 Year Investment Grade Corporate Bond ETF

153 hedge funds and large institutions have $620M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
18
Increased
56
Reduced
57
Closed
10
Calls
$46K
Puts
$53K
Net Calls
-$7K
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.9M -$6.86M -136,797 -9%
Jane Street
2
Jane Street
New York
$59.5M +$50.9M +1,015,833 +596%
TF
3
TIAA FSB
Florida
$37.9M -$301K -5,998 -0.8%
UBS Group
4
UBS Group
Switzerland
$27.9M -$2.68M -53,408 -9%
Bank of America
5
Bank of America
North Carolina
$25.1M -$3.13M -62,344 -11%
SFO
6
Stokes Family Office
Louisiana
$20.8M +$1.25M +24,853 +6%
SSWG
7
Seven Springs Wealth Group
Tennessee
$20.2M +$3.57M +71,166 +21%
AWM
8
Argent Wealth Management
Massachusetts
$19.5M +$3.85M +76,889 +25%
FMII
9
Farmers & Merchants Investments Inc
Nebraska
$19.3M +$2.02M +40,341 +12%
MLIC
10
Mandatum Life Insurance Company
Finland
$18.5M -$109K -2,166 -0.6%
PA
11
Probity Advisors
Texas
$14.7M +$597K +11,916 +4%
BlackRock
12
BlackRock
New York
$14.6M +$7.04M +140,458 +93%
Ameriprise
13
Ameriprise
Minnesota
$14.4M -$13.6M -271,006 -49%
WIA
14
World Investment Advisors
California
$14.3M -$988K -19,712 -6%
ACM
15
Advisors Capital Management
New Jersey
$12M +$1.17M +23,401 +11%
DFG
16
Demars Financial Group
Washington
$11.1M +$181K +3,600 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.8M +$1.01M +20,150 +10%
APSP
18
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.1M +$52.1K +1,039 +0.5%
LPL Financial
19
LPL Financial
California
$9.85M -$1.41M -28,181 -13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.18M +$2.28M +45,548 +39%
Citadel Advisors
21
Citadel Advisors
Florida
$7.79M +$7.79M +155,454 New
MFM
22
MD Financial Management
Ontario, Canada
$7.73M +$7.73M +154,163 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.71M -$4.58M -91,418 -37%
Wells Fargo
24
Wells Fargo
California
$7.68M +$4.11M +81,889 +115%
FCIM
25
Fairview Capital Investment Management
California
$7.02M -$15K -300 -0.2%