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iShares 5-10 Year Investment Grade Corporate Bond ETF

312 hedge funds and large institutions have $4.96B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 144 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
8.34%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
1.02%
New
26
Increased
144
Reduced
94
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG
251
Swarthmore Group
Pennsylvania
$278K -$1.56M -27,980 -85%
SPC
252
Sigma Planning Corp
Michigan
$278K -$60.1K -1,080 -18%
PR
253
Payden & Rygel
California
$277K
ClearBridge Investments
254
ClearBridge Investments
New York
$265K -$597K -10,704 -69%
FPCP
255
Fort Point Capital Partners
California
$263K
SSWM
256
Sheets Smith Wealth Management
North Carolina
$256K
PAS
257
Partnervest Advisory Services
California
$251K
WF
258
Welch & Forbes
Massachusetts
$245K -$22.3K -400 -8%
KSA
259
Ken Stern & Associates
California
$238K +$238K +4,282 New
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$236K
LCM
261
Liberty Capital Management
Michigan
$226K +$226K +4,084 New
CSA
262
Cottage Street Advisors
Massachusetts
$223K
DE
263
Day & Ennis
Georgia
$210K +$210K +3,768 New
BWM
264
Braver Wealth Management
Massachusetts
$209K -$67.7K -1,216 -24%
NEAM
265
New England Asset Management
Connecticut
$184K
HWP
266
Hefty Wealth Partners
Indiana
$174K +$56.6K +1,020 +48%
TFO
267
Tarbox Family Office
California
$173K +$333 +6 +0.2%
KT
268
Kanaly Trust
Texas
$171K +$84.8K +1,522 +98%
CB
269
Community Bank
New York
$150K
RFA
270
Reilly Financial Advisors
California
$142K
Creative Planning
271
Creative Planning
Kansas
$142K +$83.6K +1,506 +143%
LAM
272
Lebenthal Asset Management
New York
$142K +$142K +2,550 New
NFG
273
Next Financial Group
Texas
$136K +$135K +2,430 +15,188%
WP
274
WealthPLAN Partners
Nebraska
$116K -$219K -3,954 -65%
JCM
275
Jacobi Capital Management
Pennsylvania
$114K