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iShares 5-10 Year Investment Grade Corporate Bond ETF

409 hedge funds and large institutions have $5.21B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

45% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 116

14% more capital invested

Capital invested by funds: $4.56B → $5.21B (+$654M)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

4% more funds holding

Funds holding: 395409 (+14)

2.49% less ownership

Funds ownership: 84.36%81.87% (-2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $228K

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
8.88%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
52
Increased
168
Reduced
116
Closed
32
Calls
Puts
$228K
Net Calls
-$228K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
251
Kovack Advisors
Florida
$534K +$521K +9,385 New
VCM
252
Virtue Capital Management
Tennessee
$495K +$482K +8,694 New
SSB
253
Sandy Spring Bank
Maryland
$484K
GWM
254
Geneos Wealth Management
Colorado
$480K -$372K -6,696 -44%
MIFH
255
Migdal Insurance & Financial Holdings
Israel
$459K -$1.67K -30 -0.4%
Fisher Asset Management
256
Fisher Asset Management
Washington
$454K +$216K +3,898 +96%
3AM
257
3D Asset Management
Connecticut
$447K -$13.5K -243 -3%
TC
258
Trilogy Capital
California
$447K +$3.27K +59 +0.8%
SAS
259
Sage Advisory Services
Texas
$445K -$29.1M -525,205 -99%
NSCM
260
New South Capital Management
Tennessee
$436K -$64.9K -1,170 -13%
FFBTD
261
First Financial Bank - Trust Division
Ohio
$425K +$414K +7,457 New
SI
262
Shaker Investments
Ohio
$415K +$21.1K +381 +6%
DIA
263
Dana Investment Advisors
Wisconsin
$407K -$3.33K -60 -0.8%
BCA
264
Bray Capital Advisors
Florida
$400K -$37.6K -678 -9%
GIC
265
GFI Investment Counsel
Ontario, Canada
$397K
GRP
266
Global Retirement Partners
California
$395K -$10.1K -182 -3%
PFA
267
Pettinga Financial Advisors
Indiana
$394K +$384K +6,919 New
BB
268
Bell Bank
North Dakota
$392K -$147K -2,647 -28%
KPW
269
Kore Private Wealth
New York
$390K
NAM
270
NTV Asset Management
West Virginia
$382K
TWM
271
Torch Wealth Management
Ohio
$382K
GLA
272
Good Life Advisors
Pennsylvania
$373K -$6.27K -113 -2%
VWA
273
V Wealth Advisors
Kansas
$373K +$362K +6,526 New
HH
274
Hilltop Holdings
Texas
$372K -$330K -5,955 -48%
LFASL
275
Lugano Financial Advisors SA (LFA)
Switzerland
$360K -$62K -1,117 -15%