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iShares 0-5 Year Investment Grade Corporate Bond ETF

168 hedge funds and large institutions have $687M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+15
Holders Change %
+9.8%
% of All Funds
3.45%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
41
Increased
61
Reduced
46
Closed
25
Calls
$448K
Puts
$124K
Net Calls
+$324K
Net Calls Change
+$331K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M +$29.3M +562,167 +40%
MLIC
2
Mandatum Life Insurance Company
Finland
$44.9M +$25.7M +492,466 +134%
Bank of America
3
Bank of America
North Carolina
$37.8M +$11.7M +225,073 +45%
First Trust Advisors
4
First Trust Advisors
Illinois
$26.8M +$26.8M +513,496 New
UBS Group
5
UBS Group
Switzerland
$26.3M -$2.73M -52,446 -9%
AWM
6
Argent Wealth Management
Massachusetts
$22.1M +$1.77M +33,971 +9%
SSWG
7
Seven Springs Wealth Group
Tennessee
$21.9M +$883K +16,950 +4%
FMII
8
Farmers & Merchants Investments Inc
Nebraska
$21M +$939K +18,022 +5%
TF
9
TIAA FSB
Florida
$19.9M -$19.5M -374,754 -50%
BS
10
Banco Santander
Spain
$18.6M +$18.6M +357,739 New
PA
11
Probity Advisors
Texas
$16.3M +$1.02M +19,520 +7%
Ameriprise
12
Ameriprise
Minnesota
$15.9M +$938K +17,992 +6%
WIA
13
World Investment Advisors
California
$13.1M -$1.83M -35,070 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13M +$4.49M +86,083 +53%
Wells Fargo
15
Wells Fargo
California
$12.4M +$4.39M +84,276 +55%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12M +$703K +13,482 +6%
DFG
17
Demars Financial Group
Washington
$11.7M +$190K +3,647 +2%
LPL Financial
18
LPL Financial
California
$11.6M +$1.32M +25,293 +13%
CS
19
Credit Suisse
Switzerland
$11.3M +$11.3M +216,213 New
APSP
20
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.6M -$929K -17,820 -9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$8.9M +$887K +17,013 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$8.77M -$6.25M -119,985 -42%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$8.31M +$4.66M +89,510 +128%
FCIM
24
Fairview Capital Investment Management
California
$7.15M -$155K -2,975 -2%
BlackRock
25
BlackRock
New York
$6.82M -$8.35M -160,212 -55%