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iShares Intermediate Credit Bond ETF - CIU

iShares Intermediate Credit Bond ETF - CIU

Profile

Data Providers

Quote

  • nav ($)
    106.41
  • nav change
    0.18 / 0.2%
(As of Tuesday August 07, 2018)

Overview

  • distribution channel

    Institutional

  • ticker

    CIU

  • category

    Corporate Debt Funds BBB-Rated

  • management type

    Index

  • total assets

    $6.89B

Read description

Fund Scorecard

assets
$7B
Great
flows
$551M
Great
fees
0.20%
Below Average
turnover
21%
Below Average
performance
-0.61%
Poor
manager tenure
6.6
Average

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder
Sage Advisory Services, Ltd.co.
Capital Analysts, Inc.
Beaumont Financial Partners, Llc

Parametric Portfolio Associates Llc

Private Bank & Trust Co

Hm Payson & Co

Edmond De Rothschild Holding S.a.

Saba Capital Management, L.p.
Hightower Advisors, Llc
Kayne Anderson Rudnick Investment Management Llc
Capital One, National Association
Eqis Capital Management, Inc.
Atwood & Palmer Inc
Raymond James & Associates

Parkside Financial Bank & Trust

Rehmann Capital Advisory Group

Umb Bank N A/mo

Haverford Financial Services, Inc.
Boltwood Capital Management

Clal Insurance Enterprises Holdings Ltd

Suntrust Banks Inc

Fifth Third Bancorp

Courage Miller Partners, Llc
Sawtooth Asset Management, Inc.
Lvz Advisors, Inc.
Cranbrook Wealth Management, Llc

Psagot Investment House Ltd.

National Planning Corp
General Re New England Asset Management Inc
Forethought Investment Advisors, Llc
Lpl Financial Llc

Harel Insurance Investments & Financial Services Ltd.

Boys Arnold & Co Inc
Exchange Capital Management, Inc.
Evanson Asset Management, Llc

Ameriprise Financial Inc

Neuberger Berman Group Llc
Citigroup Inc
Westbourne Investment Advisors, Inc.
Independent Portfolio Consultants, Inc.
Stratos Wealth Partners, Ltd.

Country Club Trust Company, N.a.

James Investment Research Inc
Commonwealth Equity Services, Inc

Bangor Savings Bank

Cetera Investment Advisers

St Germain D J Co Inc

Astor Investment Management Llc

M&t Bank Corp

Cls Investments, Llc
Burt Wealth Advisors
Integrated Wealth Management

Susquehanna International Group, Llp

Comerica Securities Inc
Swarthmore Group Inc
Palladium Partners Llc
Focused Wealth Management, Inc
Johnson Investment Counsel Inc

Bank Of The West

Roundview Capital Llc
Tuttle Tactical Management Llc

Haverford Trust Co

Millennium Management Llc

Zions Bancorporation

American International Group Inc

Reilly Financial Advisors, Llc
Apriem Advisors

Bank Hapoalim Bm

Raymond James Trust N.a.
Starfire Investment Advisers, Inc.
King Luther Capital Management Corp
Meridian Management Co
Hoxton Financial, Inc.
Dt Investment Partners, Llc
Blackrock Inc.
Northern Trust Corp
Oakmont Partners Llc
White Pine Investment Co

Trustmark National Bank Trust Department

Reliance Trust Co

Wespac Advisors, Llc

Ladenburg Thalmann Financial Services Inc

Comerica Bank

Arkansas Financial Group, Inc.
Bragg Financial Advisors, Inc

Cleary Gull Holdings Inc.

Morgan Stanley
Efg Asset Management (Americas) Corp.
Charles Schwab Investment Advisory, Inc.
Plante Moran Financial Advisors, Llc
Confluence Investment Management Llc
Torch Wealth Management Llc
Tradewinds Capital Management, Llc
Quantum Capital Management, Llc / Nj
Interactive Financial Advisors
Foothills Asset Management, Ltd.
William Blair Investment Management, Llc

Compagnie Lombard, Odier Sca

Patten Group, Inc.
Invesco Ltd.
Wells Fargo & Company/mn

Sg Americas Securities, Llc

Lgl Partners, Llc

Cetera Advisors Llc
Capital Advisors, Ltd. Llc

Royal Bank Of Canada

Goldman Sachs Group Inc
Shoker Investment Counsel, Inc.
Nisa Investment Advisors L.l.c.
Ameritas Investment Partners, Inc.
Krasney Financial Llc

Firstmerit Bank N A Trustee

Horizon Investment Services, Llc

Farmers & Merchants Investments Inc

Piedmont Investment Advisors Llc
Partnervest Advisory Services Llc

Kcg Holdings, Inc.

Fund Evaluation Group, Llc
Pinnacle Summer Investments, Inc.

Charter Trust Co

Laffer Investments
Duncker Streett & Co Inc
Concert Wealth Management Inc.

Webster Bank, N. A.

Jpmorgan Chase & Co

Mufg Americas Holdings Corp

Sheets Smith Wealth Management Inc

Northwestern Mutual Wealth Management Co

Private Advisor Group, Llc

Manufacturers Life Insurance Company, The

Simply Money Advisors

Kernodle & Katon Asset Management Group, Llc

Brick & Kyle, Associates
Delta Asset Management Llc/tn

Pnc Financial Services Group, Inc.

Stifel Financial Corp
Winslow, Evans & Crocker, Inc.
Great Lakes Advisors Llc
Aviance Capital Management, Llc

Bank Of America Corp /de/

Finemark National Bank & Trust

Founders Financial Securities Llc
Cordasco Financial Network
Clearbridge Investments, Llc
Telos Capital Management, Inc.
Woodmont Investment Counsel Llc

Flow Traders U.s. Llc

Etf Portfolio Partners, Inc.
Baird Financial Group, Inc.
Estate Counselors, Llc
Brighton Jones Llc
Opus Capital Group, Llc
Granite Investment Advisors, Inc.
Citadel Advisors Llc
Us Bancorp \de\

Eastern Bank

Janney Montgomery Scott Llc
Greenwood Capital Associates Llc
Welch & Forbes Llc
Westport Resources Management Inc
Etrade Capital Management Llc
Hugh Johnson Advisors Llc
Leuthold Weeden Capital Management Llc
Benjamin F. Edwards & Company, Inc.

Ubs Group Ag

Feltz Wealth Plan Inc.
Wrapmanager Inc
Menlo Advisors Llc
Regal Investment Advisors Llc

Cibc World Markets Inc.

Park Avenue Securities Llc

Ausdal Financial Partners, Inc.

Franklin Resources Inc

Metlife Securities, Inc

Whittier Trust Co Of Nevada Inc

New South Capital Management Inc

Bb&t Corp

Credit Suisse Ag/

Ifp Advisors, Inc

Coconut Grove Bank

Stelac Advisory Services Llc
Pinebridge Investments, L.p.
Fdx Advisors, Inc.

Old National Bancorp /in/

Bbk Capital Partners, Llc
Baring Asset Management Ltd
Raymond James Financial Services Advisors, Inc.

Dubuque Bank & Trust Co

Hl Financial Services Llc

Boston Advisors Llc
Davidson D A & Co

Strid Group, Llc

Beacon Capital Management, Inc.
Sei Investments Co

Argent Trust Co

Ftb Advisors, Inc.
D. Scott Neal, Inc.
Horizon Investments, Llc
Stadion Money Management, Llc
Investment Partners Ltd /oh/ /adv

Jane Street Group, Llc

Payden & Rygel
Courier Capital Corp
Forward Management, Llc

Cape Cod Five Cents Savings Bank

Nottingham Advisors, Inc.
Colony Group Llc
Thrivent Financial For Lutherans

Bank Of New York Mellon Corp

First Trust Advisors Lp
Thomaspartners, Inc.
Voya Financial Advisors, Inc.
Destination Wealth Management
Eagle Ridge Investment Management
Foster & Motley Inc
3d Asset Management, Inc

Concorde Asset Management, Llc

Swiss Re Ltd

Bb&t Securities, Llc

Huntington National Bank

Kingfisher Capital Llc
United Capital Financial Advisers, Llc

Strategic Financial Group, Llc

D L Carlson Investment Group Inc
Cwm, Llc
Ntv Asset Management Llc

Keybank National Association/oh

Bluefin Trading, Llc

Acropolis Investment Management, Llc
Autus Asset Management, Llc
Davidson Investment Advisors
Argi Investment Services, Llc

Bronfman E.l. Rothschild, L.p.

Assetmark, Inc
Goss Wealth Management Llc
White Pine Capital Llc
Holt Capital Advisors, L.l.c. Dba Holt Capital Partners, L.p.
Sanctuary Wealth Advisors, Llc

Tompkins Financial Corp

Madison Investment Holdings Inc
Aspen Investment Management Inc

Integrated Investment Consultants, Llc

Allsquare Wealth Management Llc

Evercore Wealth Management, Llc

Davenport & Co Llc
Atria Investments Llc
Arete Wealth Advisors, Llc
Argentus Capital Management, Llc
Blackrock Fund Advisors
Prospera Financial Services Inc

Northern Oak Wealth Management Inc

Chesley Taft & Associates Llc/il
First National Bank Of Omaha
Ashfield Capital Partners, Llc
Blackrock Investment Management, Llc
Creative Planning
Tiemann Investment Advisors, Llc
Sigma Planning Corp
Transamerica Financial Advisors, Inc.
Newsquare Capital Llc
Curian Capital Llc

Pennsylvania Trust Co

Regions Financial Corp

Sonata Capital Group Inc

Whittier Trust Co

Cetera Advisor Networks Llc
First Personal Financial Services
Hanson & Doremus Investment Management
Quantitative Advantage Llc
Cambridge Investment Research Advisors, Inc.
New York Life Investment Management Llc
Lifeplan Financial Group, Inc
Ronald Blue & Co Llc
Prudential Financial Inc

Sabal Trust Co

Advisory Services Network, Llc
Envestnet Asset Management Inc

Community Bank, N.a.

First Allied Advisory Services, Inc.
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $6.89B

    (Through Jun 2018)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $551.27M

    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.20%

    Below Average
    There is no Fee data available to display at this time.

    Turnover

    turnover

    21%

    Below Average
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    -0.61%

    There is no Performance data available to display at this time.
    Peer Group consists of 265 Corporate Debt Funds BBB-Rated funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 0.62
    Sharpe Ratio ² 0.48
    R-Squared ³ 0.01
    Beta ³ 0.02
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Corporate Debt Funds BBB-Rated

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Scott Radell

      01-01-2010 - present
    • James Mauro

      01-01-2011 - present