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iShares 0-5 Year Investment Grade Corporate Bond ETF

182 hedge funds and large institutions have $814M invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
26
Increased
87
Reduced
39
Closed
11
Calls
$184K
Puts
$384K
Net Calls
-$200K
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$107M +$5.15M +98,800 +5%
BlackRock
2
BlackRock
New York
$50.7M +$43.9M +841,975 +643%
MLIC
3
Mandatum Life Insurance Company
Finland
$45M +$134K +2,576 +0.3%
Bank of America
4
Bank of America
North Carolina
$38.2M +$358K +6,861 +0.9%
First Trust Advisors
5
First Trust Advisors
Illinois
$26.5M -$274K -5,263 -1%
UBS Group
6
UBS Group
Switzerland
$26.4M +$77.7K +1,490 +0.3%
FMII
7
Farmers & Merchants Investments Inc
Nebraska
$23.4M +$2.44M +46,722 +12%
TIA
8
Traphagen Investment Advisors
New Jersey
$23.1M +$21.8M +242,776 +1,713%
SSWG
9
Seven Springs Wealth Group
Tennessee
$21.6M -$292K -5,606 -1%
TF
10
TIAA FSB
Florida
$20.2M +$317K +6,085 +2%
PA
11
Probity Advisors
Texas
$17.8M +$1.53M +29,269 +9%
BS
12
Banco Santander
Spain
$16.9M -$1.73M -33,215 -9%
Ameriprise
13
Ameriprise
Minnesota
$16.7M +$758K +14,542 +5%
LPL Financial
14
LPL Financial
California
$14.7M +$3.11M +59,603 +27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14.3M +$2.33M +44,642 +19%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.8M +$847K +16,244 +7%
Wells Fargo
17
Wells Fargo
California
$13.7M +$1.32M +25,302 +11%
WIA
18
World Investment Advisors
California
$13.7M +$615K +11,795 +5%
SRC
19
Shufro Rose & Co
New York
$12.5M +$12.5M +239,663 New
DFG
20
Demars Financial Group
Washington
$11.7M +$70.9K +1,360 +0.6%
CS
21
Credit Suisse
Switzerland
$11.2M -$65.7K -1,261 -0.6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$10.6M +$5.72M +109,784 +116%
Osaic Holdings
23
Osaic Holdings
Arizona
$10.6M +$1.79M +34,366 +20%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$10.5M +$1.59M +30,585 +18%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.47M +$161K +3,086 +2%