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iShares 5-10 Year Investment Grade Corporate Bond ETF

548 hedge funds and large institutions have $10.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 193 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+33
Holders Change %
+6.41%
% of All Funds
8.03%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.62%
New
97
Increased
193
Reduced
198
Closed
53
Calls
$3.92M
Puts
$62K
Net Calls
+$3.86M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
$1.02M +$126K +2,420 +14%
AI
252
Atria Investments
North Carolina
$1.02M -$743K -14,283 -42%
BCM
253
Boltwood Capital Management
California
$1M +$86.6K +1,666 +9%
IWC
254
Integrated Wealth Concepts
Massachusetts
$964K +$163K +3,126 +20%
DIA
255
Davidson Investment Advisors
Montana
$951K -$54.5K -1,048 -5%
CAL
256
Capital Analysts LLC
Pennsylvania
$951K -$117K -2,257 -11%
NAM
257
NTV Asset Management
West Virginia
$941K -$166K -3,195 -15%
DIA
258
Dana Investment Advisors
Wisconsin
$937K +$76K +1,462 +9%
PWMG
259
Private Wealth Management Group
New Jersey
$925K +$925K +17,786 New
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$920K +$920K +17,724 New
WFAG
261
Wescott Financial Advisory Group
Pennsylvania
$917K +$1.46K +28 +0.2%
IFA
262
Interactive Financial Advisors
Illinois
$916K -$586K -17,614 -39%
FHA
263
First Horizon Advisors
Tennessee
$905K -$7.64K -147 -0.8%
RL
264
Retireful LLC
Michigan
$895K +$895K +17,221 New
WP
265
WealthSource Partners
California
$879K +$580K +11,159 +194%
FPAS
266
Focus Partners Advisor Solutions
Missouri
$871K +$142K +2,722 +19%
SFS
267
Sowell Financial Services
Arkansas
$853K -$317K -6,108 -27%
HPC
268
HM Payson & Co
Maine
$832K -$19.4K -373 -2%
BIA
269
Bigelow Investment Advisors
Maine
$820K -$144K -2,760 -15%
AWA
270
Arete Wealth Advisors
Illinois
$819K +$819K +15,743 New
GIC
271
GFI Investment Counsel
Ontario, Canada
$814K -$2.24K -43 -0.3%
DSC
272
Duncker Streett & Co
Missouri
$812K -$165K -3,170 -17%
AWA
273
Archvest Wealth Advisors
California
$810K +$810K +15,577 New
MIH
274
Meitav Investment House
Israel
$802K -$22.7K -437 -3%
RWM
275
Revisor Wealth Management
Ohio
$798K -$3.95M -76,037 -83%