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iShares 5-10 Year Investment Grade Corporate Bond ETF

428 hedge funds and large institutions have $7.09B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 185 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
9.4%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
54
Increased
185
Reduced
112
Closed
33
Calls
$215M
Puts
$307K
Net Calls
+$215M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
226
Colony Group
Massachusetts
$906K -$123K -2,124 -12%
VWM
227
Venturi Wealth Management
Texas
$888K +$113K +1,954 +15%
SS
228
Simplicity Solutions
Minnesota
$872K +$567K +9,794 +186%
ATC
229
Argent Trust Co
Tennessee
$859K
CMO
230
Covenant Multifamily Offices
Texas
$853K +$853K +14,721 New
OWP
231
Obermeyer Wealth Partners
Colorado
$834K +$57.2K +988 +7%
RIA
232
Realta Investment Advisors
Delaware
$822K -$157K -2,715 -16%
FWIA
233
Fort Washington Investment Advisors
Ohio
$820K
SAS
234
Sage Advisory Services
Texas
$810K +$358K +6,185 +79%
WIA
235
Westbourne Investment Advisors
Maryland
$810K +$810K +13,988 New
CS
236
Credit Suisse
Switzerland
$800K
WP
237
WealthShield Partners
North Carolina
$788K +$229K +3,956 +41%
FA
238
FC Advisory
Pennsylvania
$771K +$17.3K +299 +2%
GVAG
239
Great Valley Advisor Group
Delaware
$755K +$39.1K +675 +5%
IWC
240
Integrated Wealth Concepts
Massachusetts
$731K +$37.5K +647 +5%
SAM
241
Shamrock Asset Management
Texas
$730K -$20.7K -357 -3%
PFM
242
Phillips Financial Management
Indiana
$725K +$725K +12,515 New
FWP
243
FAS Wealth Partners
Kansas
$718K -$16.9K -292 -2%
Barclays
244
Barclays
United Kingdom
$709K +$98.1K +1,693 +16%
M&T Bank
245
M&T Bank
New York
$701K +$29.5K +509 +4%
MA
246
MUFG Americas
New York
$699K -$18.7K -323 -3%
HIS
247
Horizon Investment Services
Indiana
$698K
SIC
248
Shoker Investment Counsel
Ohio
$689K +$81.6K +1,410 +13%
CC
249
Courier Capital
New York
$688K -$170K -2,920 -20%
FG
250
Fiduciary Group
Georgia
$680K