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iShares 5-10 Year Investment Grade Corporate Bond ETF

308 hedge funds and large institutions have $4.14B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+13
Holders Change %
+4.41%
% of All Funds
8.23%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
32
Increased
130
Reduced
107
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
251
Sheets Smith Wealth Management
North Carolina
$256K -$55.7K -1,000 -18%
PAS
252
Partnervest Advisory Services
California
$250K -$54.4K -980 -18%
HF
253
HRT Financial
New York
$237K +$237K +4,268 New
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$236K
CSIA
255
Charles Schwab Investment Advisory
California
$230K -$27.3M -492,078 -99%
CSA
256
Cottage Street Advisors
Massachusetts
$223K
FTS
257
Fifth Third Securities
Ohio
$214K -$23.4K -422 -10%
ECML
258
Eagle Capital Management (Louisiana)
Louisiana
$210K -$54.3K -1,274 -21%
NEAM
259
New England Asset Management
Connecticut
$184K -$341K -6,120 -65%
TFO
260
Tarbox Family Office
California
$173K +$173K +3,110 New
SBL
261
Sargent Bickham Lagudis
Colorado
$162K -$555 -10 -0.3%
CB
262
Community Bank
New York
$150K
RFA
263
Reilly Financial Advisors
California
$142K -$15K -270 -10%
SFG
264
SevenBridge Financial Group
Pennsylvania
$122K +$122K +2,192 New
HWP
265
Hefty Wealth Partners
Indiana
$117K +$49.8K +900 +74%
JCM
266
Jacobi Capital Management
Pennsylvania
$114K +$114K +2,050 New
HDIM
267
Hanson & Doremus Investment Management
Vermont
$113K
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$109K +$21.3K +384 +24%
EDRS
269
Edmond de Rothschild (Suisse)
Switzerland
$100K +$100K +1,800 New
KT
270
Kanaly Trust
Texas
$86K -$31.5K -566 -27%
FNBT
271
FineMark National Bank & Trust
Florida
$86K
FWM
272
Focused Wealth Management
New York
$83K +$222 +4 +0.3%
BWP
273
Baldwin Wealth Partners
Massachusetts
$78K
KKAMG
274
Kernodle & Katon Asset Management Group
Arkansas
$76K
AIM
275
Anchor Investment Management
South Carolina
$69.3K